Job Description
Job Description
Tax Professional - Principal
About Us
At Avior, we believe in more than just managing wealth and preparing tax returns; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.
Avior Core Values
We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values amongst our team. We strive to hire teammates who resonate with our core values :
- It’s Not Me, It’s We - We believe working together as a team, we are able to leverage our collective strengths, drive innovation, and achieve greater success than we could on our own.
- We Lead Through Service - We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impact in the lives of others and create positive change in our organization and communities.
- We Pursue Excellence - We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us.
- We Shape the Future - We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values.
Position Overview
The Principal is a highly experienced member of the tax team responsible for completing tax returns, conducting research, and participating in the company’s internal programs. The Principal should possess strong technical skills, have the ability to effectively manage engagements, and demonstrate exceptional client service. The Principal should act as a leader, mentor and coach to other team members in the office.
Key Responsibilities
Provides high level preparation of various tax returns as neededReviews staff work and provides guidance as neededManages the client relationship and leads any tax planning servicesRepresents clients with IRS, State or local tax compliance issuesApplies knowledge of GAAP and client financial statements to tax preparationIdentifies and suggests resolutions for technically advanced tax issuesDelivers concise and accurate work product in written and oral formDemonstrates advanced computer literacy with relevant software programsPerforms complex technical research and prepare research memosRetains and applies knowledge from past engagementsDevelops and maintains strong relationships with clients through ongoing communication and exceptional serviceIdentifies opportunities to expand services to clientsCultivates new client relationships through referrals and networkingStays current on technical matters through trainings and self-studyCoach, advise, train, and lead staffProvides conflict resolution for internal and external complaints or issuesEnsures all tax returns are filed timelyReorganizes work among tax staff within team if needed to share workloadsEnsures all procedures and policies are adhered to by supporting tax staffExpected to achieve 1100 – 1300 billable hours at 92% realizationOther duties as assignedQualifications
Bachelor's degree in Accounting or related field requiredMasters degree in Accounting or Taxation preferredMinimum of ten years tax experienceCPA or EA certificate required; or pending certificate with an MBA or MSTExpert in 1040 preparation and review; being able to provide complex tax planningExpert in accounting principles for $100mm revenue or smaller passthrough entitiesIs specialized in several industriesAbility to make AJEs, RJEs, FJEs, and STJEs based on logic without prior year or supervisionAbility to set-up a tax return in tax software from scratch and apply automation for the next yearAbility to teach others complex tax returns and the procedures to fully prepare a tax returnAbility to review complex tax returns and portions of a larger complex projectsExpected to prepare a moderate tax return with no errorsExpected to manage a full client book while onboarding additional clientsAbility to have strategic tax conversations with clientsStrong knowledge of GAAP and tax regulations at the federal, state and local levelsExcellent written and verbal communication skillsProficient in relevant software programsStrong attention to detail and analytical skillsAbility to work overtime as neededAbility to work effectively in a team environmentDesire to always be learning and contributingYour Well-Being Matters
In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being :
401k and 401k Matching : Plan for your future with our retirement savings options.Dental Insurance : Maintain your oral health with coverage for a range of dental services.Vision Insurance : Ensure clear sight on your path to success with our vision coverage.Health Insurance : Take care of your physical well-being with our health insurance offerings.Health Savings Account (HSA) : Manage healthcare costs and save for the future with our HSA option.Life Insurance : Provide financial security for your loved ones with our life insurance benefits.Disability Insurance : Safeguard your financial future in the face of the unexpected.Employee Assistance Program (EAP) : Access resources and support for personal and professional challenges.Unlimited Paid Time Off : We recognize the importance of work-life balance, and our unlimited PTO policy reflects our commitment to your overall happiness.Work Environment
Full-timeIn-person, with work from home flexibility one-two days per week during non-peak seasonsOffice hours Monday – Friday 8 : 00 am – 4 : 30 pm
