Tax Principal
About the job
- A bachelor's degree in accounting, finance, or a related field is required.
- At least 10 years of relevant experience is required.
- At least 8 years of progressive tax leadership experience in a certified public accounting firm or related professional service environment is required.
- A Certified Public Accountant license is required.
- The colleague is responsible for completing the minimum continuing professional education credit requirement.
- Specific positions may require additional industry or specialization certifications.
- Experience with CCH ProSystem fx, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research is required.
- The colleague must be able to work in a professional office environment, sit for prolonged periods, work in front of a computer screen for extended periods, and lift up to 15 pounds.
- Develop tax planning strategies using industry insights and regulatory expertise.
- Provide guidance on tax optimization, risk management, and emerging tax trends.
- Review and oversee tax return preparation to ensure accuracy, regulatory compliance, and adherence to internal quality-control standards.
- Monitor and manage tax filing deadlines, extensions, and other compliance requirements.
- Manage engagement progress, budgets, and deadlines, making strategic adjustments as needed.
- Stay current on tax laws, regulations, and industry developments and apply this knowledge to client engagements and internal training initiatives.
- Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends.
- Foster and maintain high-level client relationships as a trusted advisor for complex tax matters.
- Lead client meetings, understand financial objectives, and develop tailored tax strategies.
- Lead, inspire, and mentor a team of seasoned tax professionals.
- Provide guidance, continuous learning opportunities, and support for the team's professional advancement.
- Lead process-improvement initiatives for tax workflows, methodologies, and quality-control procedures.
- Shape and execute the tax practice's strategic vision in alignment with the firm's broader goals.
- Implement innovations to improve efficiency, accuracy, and client satisfaction.
- Drive business-development efforts by identifying new opportunities, nurturing client leads, and expanding service offerings.
- Contribute to proposal development, client presentations, and strategic Managing Director initiatives.
- Collaborate with executive leadership on projects that enhance the firm's market presence and competitive edge.
- Supervise subordinate team members.
- Travel as needed based on client requirements.
- An advanced degree (Master's) or additional relevant certifications is preferred.
- A Juris Doctor degree is preferred for specialty positions.
About the company
UHY Advisors provides tax, consulting, and advisory services to middle-market clients. It offers M&A advisory, corporate finance, buy-side and sell-side services, capital raising, cost segregation, valuation, financial planning, client accounting, and performance improvement, delivered through a national platform and supported by the UHY International network for international tax and cross-border work. The firm operates with an alternative practice structure where UHY Advisors handles tax and business consulting while UHY LLP provides audit and attest services, giving a blend of local attention and access to broad resources. Its goal is to deliver tailored, high-quality services at scale and to grow through organic expansion and acquisitions, backed by growth capital from Summit Partners.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$6.6M
Headquarters
New York City, New York
Founded
2000
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Simplify's Take
What believers are saying
- UHY added Adamson & Co. in Texas on September 8, 2026.
- Thomson Reuters reported UHY has nearly 15 acquisitions since the post-COVID growth push.
- UHY told Thomson Reuters Summit capital supersized AI investment and inorganic expansion.
What critics are saying
- Near Intelligence trustee sued UHY LLP on October 30, 2025 over audit failures.
- Rapid roll-up integration strains quality control and partner cohesion across dozens of acquired offices.
- If another audit scandal hits, clients and regulators can cripple the UHY brand.
What makes UHY unique
- UHY’s alternative practice structure separates advisory from attest work across UHY Advisors and UHY LLP.
- UHY combines middle-market local service with UHY International access across 100-plus countries.
- Summit Partners funding in December 2024 powers AI, acquisitions, and national platform scale.
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Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) Retirement Plan
- Paid Vacation