Principal, Tax & Financial Advisory Salary:

$175,000-$215,000 base + 20% bonus + minority equity

Location:

LaGrange, IN Why This Principal, Tax & Financial Advisory Opportunity Stands Out:

Immediate leadership authority over an established client portfolio and advisory practice.
Clear path to profit participation and future ownership as Principal, Tax & Financial Advisory.
Opportunity to influence firm strategy, client growth, technology adoption, and AI-enabled service delivery.
Strong support structure that allows you to focus on leadership, advisory work, and client relationships rather than routine tax preparation.
Flexible work environment with a healthy growth trajectory and earned-equity potential.

Key Responsibilities for the

Principal, Tax & Financial Advisory:

Serve as the lead advisor for key business-owner and multigenerational family relationships.
Lead complex tax planning, financial advisory, succession planning, and strategic business discussions.
Provide senior-level oversight on complex business and individual tax engagements.
Drive client retention, practice growth, pricing strategy, and service expansion initiatives.
As Principal, Tax & Financial Advisory, help modernize firm operations through technology and AI adoption.

Qualifications for the

Principal, Tax & Financial Advisory:

Active CPA designation required.
15+ years of public accounting experience with exposure to tax and advisory services.
Experience advising closely held, family-owned, or multigenerational businesses.
Strong background in tax planning, financial analysis, and business advisory services.
Do not have to currently sit at a Principal, Tax & Financial Advisory #ManagingPrincipal #TaxAdvisory #CPAJobs #PublicAccounting #LeadershipJobs #FinanceJobs #AccountingJobs #LI-JJ1 #

INAUG2026

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