California Licensed Tax Principal
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Job Summary
Leading a practice focused on high-net-worth clients, the full-time California Licensed Tax Principal will manage compliance and consulting services, perform technical reviews of complex tax returns, and provide strategic tax planning and advice, while working in a collaborative environment that encourages professional development.
Key responsibilities
- Lead compliance and consulting services for high-net-worth individuals, families, and their businesses
- Perform technical reviews of complex tax returns and deliver proactive tax planning and consulting
- Manage client engagement staffing, billing, and ensure profitability targets are met
Required qualifications
- Undergraduate degree in accounting or law
- CPA or JD certification
- Over ten years of experience in tax planning and consulting for wealthy individuals and their entities
- Six or more years of supervisory experience, including mentoring associates
- Eligibility to work in the U.S. without sponsorship preferred
Complete Job Description
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