Key skills
CPA certificationTax management experienceBusiness developmentTax preparation softwareMicrosoft Office SuiteAnalytical skillsLeadership skillsOrganizational skillsProblem-solving skillsAttention to detailLeadership
About this role
Jobot is a leading professional services firm specializing in accounting, tax, and consulting services. They are seeking a dynamic and experienced Tax Principal / Business Development Partner to oversee tax engagements, develop innovative tax strategies, and drive business development efforts within their offices in Columbus, OH, and Woodbury, NY.
Responsibilities:
- Oversee and manage multiple tax engagements, ensuring compliance with federal, state, and local tax laws and regulations
- Provide expert tax planning, consulting, and compliance services to a diverse range of clients, acting as an industry generalist
- Develop and implement innovative tax strategies to optimize clients’ tax positions and minimize liabilities
- Lead and mentor a team of tax professionals, fostering an environment of continuous learning and professional development
- Drive business development efforts by identifying new opportunities, cultivating strong client relationships, and expanding the firm’s client base
- Collaborate with partners and senior leaders to formulate strategic plans for the tax department’s growth and service excellence
- Stay current with the latest tax laws and regulatory changes, ensuring team compliance and advising clients accordingly
- Prepare and review complex tax returns, reports, and related documentation with accuracy and attention to detail
Requirements:
- Bachelor's degree in Accounting, Finance, or a related field
- CPA certification
- Minimum of 7-10 years of experience in tax management within a public accounting environment
- Proven ability to manage complex tax projects and foster client relationships
- Strong leadership and team management skills
- Ability to mentor junior staff and inspire a collaborative team environment
- Excellent analytical, organizational, and problem-solving skills
- High attention to detail and accuracy
- Proficiency in tax preparation software and Microsoft Office Suite
- Demonstrated success in business development, including identifying new opportunities and expanding client portfolios