Tax Principal
$170,000–$200,000 year
On-siteLarkspur, California, United States
Job Summary
Oversee the planning and scheduling of tax engagements, address complex tax issues, and ensure high-quality work products. Provide business advice and develop tax strategies for privately held businesses and their owners while calculating and analyzing proprietary tax solutions. Collaborate with firm partners on business and tax planning strategies and manage a client portfolio with precision. Mentor and provide feedback to tax staff to foster their professional development. This role offers a path to partnership within a team-oriented culture that values innovation. The position supports clients from start-up through expansion and transition, combining modern approaches with a client-centric focus.
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- CPA or EA designation
- Experience in a managerial role
- Proficiency in corporate, individual, and/or partnership taxation
- Strong organizational skills
- Ability to communicate effectively with financially sophisticated clients
- Must be local to the Bay Area
Desired Qualifications
- Master's degree in Taxation
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