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Now viewing: Managing Tax Principal
CF
Creative Financial Staffing
Managing Tax Principal
Job Description
a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Ready to step into a true leadership role with a defined path instead of waiting years for partnership? This is an opportunity to inherit established client relationships, influence firm strategy, and help shape the future of a modern, technology-driven CPA practice.
Managing Tax Principal Salary:
$175,000-$215,000 Base +Incentive Opportunity Location:
100% Onsite. Open to candidates within a reasonable commute range of company headquarters.Why This Opportunity Stands Out:
- Step into a Managing Tax Principal position with immediate influence over key client relationships and firm direction.
- Pursue a clearly defined ownership path with earned equity opportunities.
- Join a financially healthy and growing firm.
- Focus on high-level advisory work, tax strategy, and business planning rather than being buried in routine preparation.
- Help drive technology adoption, AI initiatives, and modern client service strategies.
- Inherit long-standing client relationships and receive transition support from an outgoing leader.
- Gain visibility and leadership exposure as the Managing Tax Principal responsible for shaping future growth.
- Build your long-term legacy as a Managing Tax Principal while mentoring staff and influencing firm strategy.
Managing Tax Principal:
- Transition and strengthen key client relationships from the outgoing principal.
- Lead tax planning, tax projections, financial analysis, and advisory engagements.
- Serve as a trusted advisor to closely held, family-owned, and multigenerational businesses.
- Review complex tax matters and provide senior-level technical guidance.
- Partner with leadership to improve operations, client service delivery, and growth initiatives.
- Support the firm's technology evolution and AI-driven process improvements.
Tax & Financial Advisory:
- Active CPA license required.
- 15+ years of public accounting experience.
- Strong expertise in tax planning, business taxation, financial analysis, and client advisory services.
- Experience working with privately held businesses and family-owned companies.