What are the responsibilities and job description for the Tax Principal position at NW Recruiting Partners?
Bellevue, WA
Our client, a growing financial planning and wealth management firm, is launching a tax division and seeking a strategic Tax Principal to lead the charge. With established wealth management and client accounting services, expanding into tax is the next step in their growth.
As Tax Principal, you'll have the autonomy to build and lead the practice, develop client relationships, and hire and mentor a team. You'll work directly with high-net-worth individuals and business owners, focusing on tax planning and compliance for individuals and flow-through entities.
This role does not require you to bring a book of business—just the expertise and drive to build out the division and start working with clients from day one.
If you're a Tax Principal or Principal ready to shape a firm's future, lead a team, and establish a thriving tax practice, we want to hear from you!
Tax Principal Responsibilities
Our client, a growing financial planning and wealth management firm, is launching a tax division and seeking a strategic Tax Principal to lead the charge. With established wealth management and client accounting services, expanding into tax is the next step in their growth.
As Tax Principal, you'll have the autonomy to build and lead the practice, develop client relationships, and hire and mentor a team. You'll work directly with high-net-worth individuals and business owners, focusing on tax planning and compliance for individuals and flow-through entities.
This role does not require you to bring a book of business—just the expertise and drive to build out the division and start working with clients from day one.
If you're a Tax Principal or Principal ready to shape a firm's future, lead a team, and establish a thriving tax practice, we want to hear from you!
Tax Principal Responsibilities
- Develop and execute the strategy for building out the firm's new tax division.
- Establish processes, technology, and best practices for tax operations.
- Lead client engagements, ensuring high-quality tax planning and compliance.
- Prepare and sign off on tax returns for high-net-worth individuals and flow-through entities.
- Review and manage tax returns of varying complexity.
- Hire, train, and mentor tax staff, fostering a collaborative and high-performing team.
- Oversee tax research, staying ahead of regulatory changes and advising clients accordingly.
- Collaborate with the firm’s wealth management and accounting teams to provide integrated services.
- Identify opportunities to expand tax service offerings and enhance client value.
- Develop and implement efficient tax workflows and software solutions.
- Ensure compliance with all federal, state, and local tax laws.
- Minimum of 4 years of public accounting tax experience. BA/BS in Accounting
- CPA required; MS in Taxation is a plus.
- Strong skills in research, writing, and tax review.
- Proven ability to manage projects from start to finish.
- Ability to handle multiple client engagements at once.
- Capable of working independently and collaboratively within a team.
- Medical, Dental, and Vision Insurance
- Paid time-off and holiday
- 401K with matching
Salary : $130,000 - $150,000
