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Whitman Transition Advisors Job Community

Tax Principal - CPA Firm $225k+

Whitman Transition Advisors Job Community, WorkFromHome

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We are currently seeking a Tax Principal to join our partner CPA firm in Holmdel, New Jersey . This is a unique opportunity to step into a leadership role with an established client base and a strong foundation for long-term success.

Tax Director - $250,000-$280,000

Tax Partner - $300,000-$325,000

The ideal candidate will have significant experience in both individual and entity tax , with a strong understanding of servicing diverse clients including high-net-worth individuals, professional services firms, real estate companies , and more. This role requires a leader who can manage a team, drive client engagement, and contribute to the firm's collaborative culture .

Key Responsibilities:

  • Lead and manage complex tax engagements for a diverse portfolio of clients
  • Oversee and mentor a team of tax professionals
  • Collaborate with firm leadership to continue building and evolving the firm's tax practice
  • Maintain strong client relationships and ensure exceptional service delivery
  • Contribute to the strategic growth and operational excellence of the office

Qualifications:

  • CPA required
  • 10+ years of progressive experience in public accounting, with a focus on both individual and entity tax
  • Proven ability to lead teams, manage client relationships, and handle complex tax engagements
  • Strong interpersonal, leadership, and communication skills
  • This role is based out of our Holmdel, NJ office, with a hybrid work arrangement (minimum of 3 days onsite per week)
  • This position is open to a lateral partner (Income Partner with future equity opportunity) or an experienced Tax Senior Manager ready to take the next step into partnership

Seniority level

  • Seniority level

    Executive

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing and Finance
  • Industries

    Accounting

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

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