Tax Principal

u003cpu003eu003cstrongu003eQUALIFICATIONSu0026 TAX PRINCIPAL-CPA or JDu0026 u003c/strongu003eu003c/pu003eu003cpu003eu003cstrongu003eDue to Retirements -NO Book needed- will inherit oneu003c/strongu003eu003c/pu003eu003cpu003eu003cstrongu003eu0026 u0026 u0026 $225,000 - $300,000 + Bonusesu0026 u0026 u0026 u0026 Co. Paid -Benefitsu0026 u0026 u0026 u0026 u0026 WILL RELOu0026 u003c/strongu003eu003c/pu003eu003culu003eu003cliu003eCurrent 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.u003c/liu003eu003cliu003eStrong interpersonal communication, and leadership skillsu003c/liu003eu003cliu003eWorking knowledge of various accounting softwareu003c/liu003eu003cliu003eExcellent time management skills and the ability to work effectively with all the internal teams and clients.u003c/liu003eu003cliu003eCPA or law degree required.u003c/liu003eu003cliu003eProven skill and experience in practice developmentu003c/liu003eu003c/ulu003eu003cpu003eu003cstrongu003eRESPONSIBILITIESu003c/strongu003eu003c/pu003eu003culu003eu003cliu003eAssume 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.u003c/liu003eu003cliu003eDisplay the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions.u0026 Display the ability to make sound business decisions.u003c/liu003eu003cliu003eMaintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner.u003c/liu003eu003cliu003eAssume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process.u003c/liu003eu003cliu003ePrepare client billings and monitor and collect receivables.u003c/liu003eu003cliu003eDevelop policies and procedures to increase productivity and fees without loss of morale or motivation.u003c/liu003eu003cliu003eBe able to get to a client’s office and bring the documents and equipment necessary to conduct work, as needed.u003c/liu003eu003cliu003eFollow firm procedures and comply with firm policies as outlined in the Human Resource Manual.u003c/liu003eu003cliu003eEnhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources.u003c/liu003eu003cliu003eKeep 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.u003c/liu003eu003cliu003eDemonstrate a career-long commitment to the firm.u003c/liu003eu003cliu003eu0026 u003c/liu003eu003cliu003eParticipate in marketing and business development training sessions.u003c/liu003eu003cliu003eDevelop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel.u003c/liu003eu003cliu003eJoin at least one community, civic or business organization or trade organization.u003c/liu003eu003cliu003eParticipate in firm activities such as training and recruiting.u003c/liu003eu003cliu003eBecome familiar with clients’ names and industries.u003c/liu003eu003cliu003ePromote the firm while working at clients’ offices and while out in the community.u003c/liu003eu003cliu003eWhile working at clients, be aware of any areas for possible expansion of services.u003c/liu003eu003cliu003eTake staff, seniors, supervisors, and/or managers to prospective client meetings.u003c/liu003eu003cliu003eIdentify and develop areas of specialty and expertise.u003c/liu003eu003cliu003eDevelop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc.u003c/liu003eu003cliu003eCall 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.u003c/liu003eu003cliu003eParticipate on external active committee(s).u003c/liu003eu003cliu003eDevelop outside contact with bankers and attorneys.u003c/liu003eu003cliu003eBuild in-depth knowledge of your key client industries, seek opportunities, join industry organizations, and develop a targeted potential client pool.u003c/liu003eu003cliu003eDevelop close relationships with key client personnel at all levels.u003c/liu003eu003cliu003eAttain committee leadership position in organizations. Build your own name recognition as you increase the firm’s.u003c/liu003eu003cliu003eExpand interpersonal and leadership skills.u003c/liu003eu003cliu003eExpand marketing, communication and selling skills.u003c/liu003eu003cliu003eParticipate in marketing and business development training sessions.u003c/liu003eu003cliu003eDevelop and maintain referral sources.u003c/liu003eu003cliu003eArrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization meetings).u003c/liu003eu003cliu003eSend thank you cards or gifts to referral sources for their referrals.u003c/liu003eu003cliu003eRepresent the firm at special public events and private functions.u003c/liu003eu003cliu003ePrepare a professional biography/resume of yourself to be included with proposals and promotional materials.u003c/liu003eu003cliu003eOffer to speak to community groups or submit articles to local media.u003c/liu003eu003cliu003eContinue to refine and promote your specialization areas.u003c/liu003eu003cliu003eNetwork with other principals, refer business, and promote each other’s specialties.u003c/liu003eu003cliu003eMentor staff in building client relationships/selling services.u003c/liu003eu003cliu003eInvite staff to networking events, client, and referral breakfasts/lunches.u003c/liu003eu003cliu003eProspect and bring in new business leads frequently and keep the firm informed of your activities.u003c/liu003eu003cliu003eMaintain/enlarge your referral source network.u003c/liu003eu003cliu003eArrange/attend several contact lunches/meetings per month (not including outside organization meetings).u003c/liu003eu003c/ulu003eu003cpu003eu0026 u003c/pu003eu003cpu003eu0026 u003c/pu003eu003cpu003eu0026 u003c/pu003e ', 'location ': 'Holmdel, NJ ', 'remote ':null, 'jobtype ': 'directhire ', 'remoteoption ': 'notspecified ', 'featuredonjobboard ':false, 'ownedbyagency ':false, 'externalid ': 'PA108-2743313

Created: 2025-10-04