Passthrough Tax Principal jobs in United States
cer-icon
Apply on Employer Site
company-logo

Frazier & Deeter ยท 1 day ago

Passthrough Tax Principal

Frazier & Deeter is a rapidly growing Top 50 accounting & advisory firm committed to training and developing its staff. They are seeking a Tax Principal who will manage client engagements, lead tax services, and provide expert consultation on tax implications while fostering strong client relationships.

Accounting
check
Growth Opportunities

Responsibilities

Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returns
Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities
Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
Develop and maintain strong client relationships by providing exceptional service and understanding their business needs
Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively
Monitor engagement profitability through managing budgets, billing, and client expectations effectively
Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients

Qualification

Active CPA licensePassthrough Tax experienceTax ComplianceConsultingTax preparation softwareMulti-state tax filingsClient relationship managementBusiness developmentSupervising staffCommunication skills

Required

A Bachelor's degree and/or Master's degree in Accounting
Active CPA license
10+ years of Passthrough Tax experience in public accounting
Drive business development by identifying opportunities to expand relationships with passthrough clients and attract new clients to the firm
Tax Compliance and Consulting, specifically with passthrough entities
Strong background in preparing and reviewing partnership and S corporation tax returns (e.g., Form 1065 and Form 1120S)
Experience with multi-state tax filings and nexus considerations
Proven expertise in overseeing complex client engagements and delivering high-quality client service
Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
Ability to develop tax planning strategies for clients
Experience supervising, training, developing, and reviewing the work of staff and senior associates

Company

Frazier & Deeter

twittertwittertwitter
company-logo
Frazier & Deeter is an CPA advisory firm.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
General Atlantic
2025-04-03Private Equity

Leadership Team

leader-logo
Jeremy Jones
Managing Partner and CEO
linkedin
leader-logo
David Deeter
Partner Emeritus & Co-founder (retired)
linkedin
Company data provided by crunchbase