About this opportunity
620 UHY Advisors Northeast, Inc. lists this Tax Principal opportunity in irvine, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JOB SUMMARY
As a Tax Principal, you will assume a strategic leadership role, driving the growth and excellence of our tax practice. You will provide visionary guidance, manage high-level client relationships, and shape innovative tax strategies. Your extensive experience in tax advisory, team leadership, and business development will play a pivotal role in elevating our firm's reputation as a premier tax service provider.
JOB DESCRIPTION
Tax Strategy and Engagement Oversight
Develop cutting-edge tax planning strategies that leverage industry insights and regulatory expertise.
Provide visionary insights in areas such as tax optimization, risk management, and emerging tax trends.
Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards.
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions.
Manage engagement progress, budgets, and deadlines, making strategic adjustments as required.
Research and Analysis
Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives.
Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends.
Client Communication
Foster and nurture high-level client relationships, serving as a trusted advisor for complex tax matters.
Lead client meetings, understand their financial objectives, and develop tailored tax strategies that align with their goals.
Team Collaboration
Lead, inspire, and mentor a team of seasoned tax professionals, encouraging a culture of collaboration, growth, and excellence.
Provide guidance, continuous learning opportunities, and support to facilitate the team's professional advancement.
Process Improvement and Innovation
Lead process improvement initiatives to enhance tax workflows, methodologies, and quality control procedures.
Shape and execute the tax practice's strategic vision, aligning with the firm's broader goals.
Implement innovations that improve efficiency, accuracy, and client satisfaction.
Strategic Business Development
Drive the firm's business development efforts by identifying new opportunities, nurturing client leads, and expanding service offerings.
Play a key role in proposal development, client presentations, and strategic managing director initiatives.
Supervisory Responsibilities
Will supervise subordinate team members.
Work Environment
Work is conducted in a professional office environment with minimal distractions.
Physical Demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time. Must be able to lift to 15 pounds at a time.
Travel
Travel may be frequent and unpredictable, depending on client’s needs.
Required Education and Experience
Bachelor’s degree in accounting, finance, or a related field.
10+ years of relevant experience.
8+ years of progressive tax leadership experience in a CPA firm or related professional service environment.
CPA license.
Responsible for completing the minimum CPE credit requirement.
Specific positions may require additional industry or specialization certifications.
Software Proficiency
CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research.
Preferred Education and Experience
Advanced degree (Master's) or additional relevant certifications.
Juris Doctor (JD) degree for specialty positions.
Other Duties
Any duties, responsibilities and activities may change at any time with or without notice.
Salary Range
$195,000 to $275,500.
Benefits
Comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off allowances.
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Worksite address
irvine, CA, 92713, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.