Tax Principal jobs in United States
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UHY-US · 3 hours ago

Tax Principal

UHY-US is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services. As a Tax Principal, you will lead the tax practice, managing client relationships and developing innovative tax strategies while mentoring a team of tax professionals.

AccountingAdviceConsultingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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
Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions
Manage engagement progress, budgets, and deadlines, making strategic adjustments as required
Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives
Provide expert guidance on complex tax scenarios, research inquiries, and emerging compliance trends
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
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
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
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 Managing Director initiatives
Collaborate with executive leadership to drive projects that enhance the firm's market presence and competitive edge
Will supervise subordinate team members

Qualification

Tax strategy developmentTax compliance oversightClient relationship managementBusiness developmentTeam leadershipCCH Prosystem FXAxcess TaxCPA licenseAdvanced degreeJuris Doctor (JD)

Required

Bachelor's degree in accounting, finance, or a related field
10+ years of relevant experience
8+ years of progressive tax leadership experience in a CPA firm or related professional service environment
CPA license
Responsible for completing the minimum CPE credit requirement
Specific positions may require additional industry or specialization certifications
Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research

Preferred

Advanced degree (Master's) or additional relevant certifications
Juris Doctor (JD) degree for specialty positions

Benefits

Group health insurance
Dental and vision coverage
401(k) retirement plans
Generous paid time off (PTO) allowances

Company

UHY-US

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UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.

H1B Sponsorship

UHY-US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
2020 (4)

Funding

Current Stage
Late Stage
Total Funding
$19.67M
Key Investors
Summit Partners
2024-12-03Private Equity
2022-08-05Series Unknown· $4.61M
2021-07-16Series Unknown· $2.02M

Leadership Team

S
Steven McCarty
Chairman & Chief Executive Officer at UHY Advisors, Inc.
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Company data provided by crunchbase