HBK CPAs & Consultants · 3 weeks ago
Tax Principal
Lutherville, MD
Full-time
Onsite
Lead/Staff
$200K/yr - $300K/yrHBK CPAs & Consultants is a growing Top 50 accounting firm and a Top 100 registered investment advisory. They are seeking a Tax Principal who will assume overall responsibility for engagements, maintain client relationships, and develop new business opportunities.
AccountingProfessional Services
Responsibilities
Assume overall responsibility for all engagements, staffing assignments and workflow within his or her group. This includes reviewing and signing all work before submitting it to clients
Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions. Display the ability to make sound business decisions
Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner
Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process
Prepare client billings and monitor and collect receivables
Develop policies and procedures to increase productivity and fees without loss of morale or motivation
Be able to get to a client’s office and bring the documents and equipment necessary to conduct work, as needed
Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual
Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources
Keep the firm name before the public through speaking engagements, community involvement and participation in business, civic and professional activities. Have knowledge of all services rendered by the firm
Demonstrate a career-long commitment to the firm
Know the history of the firm and be familiar with the services that HBK provides
Participate in marketing and business development training sessions
Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel
Join at least one community, civic or business organization or trade organization
Participate in firm activities such as training and recruiting
Demonstrate a positive marketing attitude and take an active interest in other HBK team members’ marketing activities. Continue to strive for more
Become familiar with services provided and specialties of HBK team members
Become familiar with clients’ names and industries
Promote the firm while working at clients’ offices and while out in the community
While working at clients, be aware of any areas for possible expansion of services
Take staff, seniors, supervisors, and/or managers to prospective client meetings
Identify and develop areas of specialty and expertise
Develop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc
Call two clients each month, or a minimum of twelve calls per year, to keep in touch with clients, find out if there are ways the firm can improve upon servicing their account. Take the client to lunch to discuss any issues
Participate on external active committee(s)
Develop outside contact with bankers and attorneys
Build in-depth knowledge of your key client industries, seek opportunities, join industry organizations, and develop a targeted potential client pool
Develop close relationships with key client personnel at all levels
Attain committee leadership position in organizations. Build your own name recognition as you increase the firm’s
Expand interpersonal and leadership skills
Expand marketing, communication and selling skills
Participate in marketing and business development training sessions
Develop and maintain referral sources
Arrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization meetings)
Send thank you cards or gifts to referral sources for their referrals
Represent the firm at special public events and private functions
Prepare a professional biography/resume of yourself to be included with proposals and promotional materials
Offer to speak to community groups or submit articles to local media
Continue to refine and promote your specialization areas
Network with other principals, refer business, and promote each other’s specialties
Provide marketing leadership to HBK staff
Mentor staff in building client relationships/selling services
Invite staff to networking events, client, and referral breakfasts/lunches
Prospect and bring in new business leads frequently and keep the firm informed of your activities
Maintain/enlarge your referral source network
Arrange/attend several contact lunches/meetings per month (not including outside organization meetings)
Qualification
Required
Current Partner/Principal, Senior Manager, or Director who aspires to become, and possesses the skillset to be, a Principal of a Top 50 Public Accounting Firm
Strong interpersonal communication, and leadership skills
Working knowledge of various accounting software
Excellent time management skills and the ability to work effectively with all the internal teams and clients
CPA or law degree required
Proven skill and experience in practice development
Company
HBK CPAs & Consultants
HBK CPAs & Consultants offers accounting and auditing services.
Founded in 1949
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Phillip (Phil) Wilson, CPA
CPA/Principal/COO
Jack Walston
Chief Information Officer
Recent News
Seattle TechFlash
2025-05-17
Business Journal Daily | The Youngstown Publishing Company
2025-03-25
Company data provided by crunchbase