Tax Principal

Summary

Title: Tax Principal

Location: Nashville, TN (Hybrid – 2–3 days onsite)

Employment Type: Full-Time / FTE

Level: Managerial / Tax Leadership

Industry: Public Accounting / Professional Services

Position Summary

The client is seeking a Tax Senior Manager and Tax Principal to lead tax compliance, planning, advisory, and consulting engagements for a diverse client base. This person will manage client relationships, oversee complex tax work, mentor and develop tax professionals, and serve as a trusted advisor.

The role is both technical and client-facing, emphasizing project leadership, relationship development, team mentorship, and identifying additional opportunities within existing and prospective client accounts.

Key Responsibilities

• Lead complex tax compliance, planning, advisory, accounting, and consulting engagements
• Review complex tax returns and ensure compliance with federal, state, and local tax regulations
• Serve as a senior advisor and primary relationship contact for clients
• Provide strategic tax guidance and identify solutions based on clients' business needs
• Lead projects from planning through completion while maintaining strong client service
• Manage, mentor, and develop tax consultants and other tax professionals
• Coordinate with internal subject matter experts to deliver comprehensive solutions
• Build and expand relationships within existing client accounts
• Help identify and develop new business opportunities and prospective client relationships
• Maintain high standards for quality, responsiveness, and overall client experience

Required Qualifications

• 8+ years of tax experience
• Background in a public accounting firm, consulting firm, or comparable industry tax leadership role
• CPA
• Experience managing complex tax engagements and client relationships
• Demonstrated ability to lead and develop teams
• Strong tax planning, compliance, advisory, and technical accounting knowledge
• Strong project-management skills
• Excellent client-facing and relationship-building abilities
• Strong analytical, strategic, and problem-solving skills

Preferred Industry Experience

Experience supporting any of the following industries is highly desirable, but not required:

• Healthcare
• Financial institutions / financial services
• Real estate
• Professional services
• Manufacturing

Ideal Candidate Profile

The strongest candidate will likely come from a public accounting or tax consulting environment and already be operating at the Senior Manager level or an experienced Manager ready for the next step.

They should be comfortable balancing:

• Technical tax work
• Review and oversight
• Client relationship management
• Team leadership
• Tax planning/advisory
• Business development and account growth

Job Description

Title: Tax Principal

Location: Nashville, TN (Hybrid – 2–3 days onsite)

Employment Type: Full-Time / FTE

Level: Managerial / Tax Leadership

Industry: Public Accounting / Professional Services

Position Summary

The client is seeking a Tax Senior Manager and Tax Principal to lead tax compliance, planning, advisory, and consulting engagements for a diverse client base. This person will manage client relationships, oversee complex tax work, mentor and develop tax professionals, and serve as a trusted advisor.

The role is both technical and client-facing, emphasizing project leadership, relationship development, team mentorship, and identifying additional opportunities within existing and prospective client accounts.

Key Responsibilities

• Lead complex tax compliance, planning, advisory, accounting, and consulting engagements
• Review complex tax returns and ensure compliance with federal, state, and local tax regulations
• Serve as a senior advisor and primary relationship contact for clients
• Provide strategic tax guidance and identify solutions based on clients' business needs
• Lead projects from planning through completion while maintaining strong client service
• Manage, mentor, and develop tax consultants and other tax professionals
• Coordinate with internal subject matter experts to deliver comprehensive solutions
• Build and expand relationships within existing client accounts
• Help identify and develop new business opportunities and prospective client relationships
• Maintain high standards for quality, responsiveness, and overall client experience

Required Qualifications

• 8+ years of tax experience
• Background in a public accounting firm, consulting firm, or comparable industry tax leadership role
• CPA
• Experience managing complex tax engagements and client relationships
• Demonstrated ability to lead and develop teams
• Strong tax planning, compliance, advisory, and technical accounting knowledge
• Strong project-management skills
• Excellent client-facing and relationship-building abilities
• Strong analytical, strategic, and problem-solving skills

Preferred Industry Experience

Experience supporting any of the following industries is highly desirable, but not required:

• Healthcare
• Financial institutions / financial services
• Real estate
• Professional services
• Manufacturing

Ideal Candidate Profile

The strongest candidate will likely come from a public accounting or tax consulting environment and already be operating at the Senior Manager level or an experienced Manager ready for the next step.

They should be comfortable balancing:

• Technical tax work
• Review and oversight
• Client relationship management
• Team leadership
• Tax planning/advisory
• Business development and account growth