UHY

Audit, tax, consulting, and advisory services

Tax Principal

Tax AccountingConfirmed live in the last 24 hours

Full-timeSterling Heights, MI, USANo salary listed

About the Job

Requirements

A bachelor's degree in accounting, finance, or a related field.
At least 10 years of relevant experience.
At least 8 years of progressive tax leadership experience in a CPA firm or related professional service environment.
A CPA license.
Complete the minimum continuing professional education credit requirement.
Certain positions may require additional industry or specialization certifications.
Experience or familiarity with CCH ProSystem fx, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, and Checkpoint for Tax Research.
Work may require lifting up to 15 pounds.

Responsibilities

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 for accuracy, regulatory compliance, and adherence to internal quality control standards.
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to ensure timely submissions and avoid penalties.
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.
Provide guidance on complex tax scenarios, research inquiries, and emerging compliance trends.
Build and maintain high-level client relationships as a trusted advisor on complex tax matters.
Lead client meetings, understand clients' financial objectives, and develop tailored tax strategies aligned with their goals.
Lead, inspire, and mentor a team of tax professionals; provide guidance, learning opportunities, and support for their professional advancement.
Supervise subordinate team members.
Lead process improvement initiatives to enhance tax workflows, methodologies, and quality control procedures.
Shape and execute the tax practice's strategic vision in alignment with firm goals.
Implement innovations to improve efficiency, accuracy, and client satisfaction.
Identify business development opportunities, nurture client leads, and expand 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 position.
Travel as required by client needs; travel may be frequent and unpredictable.

Desired Qualifications

An advanced degree (master's) or additional relevant certifications is preferred.
A Juris Doctor degree is preferred for specialty positions.

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
Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge

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 required

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: 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

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

UHY