THE FOCUS IS YOU: 

We are looking to add a Tax Principal to help lead and facilitate both firm and client growth at the highest level, while showcasing the entrepreneurial spirit to maintain existing and establish new client relationships.

The Principal is a firm leader who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities.  The Principal may either be a subject matter expert or client service expert. The Principal assists the partner(s) in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.

WHAT YOU WILL DO

Regular duties include (but are not limited to):

• Review tax returns for HNW individuals
• Handle special projects including tax audits, transaction structuring, and implementation of tax planning strategies
• Facilitate advanced tax research, resolve complex tax issues
• Review tax work from staff and provide feedback, training, and mentoring
• Lead and manage multiple tax engagements from start to finish ensuring they are completed within budget and timeline
• Build, manage, and maintain lasting relationships with clients
• Develop, motivate, and train staff – act as a mentor and a role model
• Demonstrate advanced tax technical knowledge necessary for advising clients and developing an area of expertise
• Participate in firm’s marketing, recruiting, team-building, and similar efforts
• Develop outside relationships with a goal of generating referral sources
• Adhere to firm’s policies and procedures

WHAT WE ARE LOOKING FOR

Experience

• 9+ years in accounting
• Public accounting preferred

Education

• Minimum Bachelor’s degree:
• Bachelor’s in Accounting for Audit or Tax
• Related Business Degree for Consulting

License / Certification

• Must be a CPA for Audit, Tax Accounting; Respective similar certification for consulting
• Must maintain required CPE credits annually
• May possibly have other industry or specialization certification

Legal / Compliance

• Must complete acknowledgement of Independence Guidelines and Ethical Standards document
• Government engagements require ability to obtain a security clearance from the United States government

WHO WE ARE

READY TO DELIVER

We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE

We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU

A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

Reach out to us today to learn how we can help you.

WHAT WE OFFER

• Great Culture | Team-like culture of a small office with the benefits of a large firm
• Competitive Compensation | Based on the role, credentials, and experience
• Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO

For job postings in our Irvine, CA location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications.  A reasonable estimate of the current range for this position is $185,000 to $260,000.