Tax Principal - Traverse City

Position Summary

THE FOCUS IS YOU: 

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.

WHAT YOU WILL DO

Essential functions

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
• Keep track of and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
• Monitor 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
• Lead tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making

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 partnership initiatives
• Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge
• Oversee the financial performance of the tax practice, including revenue generation, budgeting, and profitability analysis

Financial Management 

• Collaborate with finance teams to ensure financial objectives are met while maintaining high-quality service delivery

WHAT WE ARE LOOKING FOR

Required education and experience

• Bachelor's degree in Accounting, Finance, or related field
• Minumum of 10 years of progressive tax leadership experience in a CPA firm or related professional service environment 
• 15 years of relevant experience
• CPA License
• Responsible for completing minimum CPE credit requirements
• Specific positions may require additional industry or specialization certifications

Preferred education and experience

• Advanced degree (Master's) or additional relevant certifications

Additional eligibility requirements

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 employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

Reach out to us today to learn how we can help you.

WHAT WE OFFER

• Great Culture | Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation | Based on the role, credentials, and experience
• Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO