5 дней назад
Principal - Tax
250 567 - 322 491$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Principal - Tax (Professional Services): Leading client engagements and developing account strategies for professional services clients with an accent on executive-level communication, financial performance, and private equity-backed portfolio companies. Focus on managing client relationships, engagement profitability, business development, and complex financial findings.
Location: Milwaukee, Wisconsin, United States
Salary: $250,567–$322,491–$394,415 annually
Company
provides consulting, technology, compliance, tax, and other professional services to public and private sector clients.
What you will do
- Serve as the primary point of contact for key clients and build long-term relationships.
- Assess client needs and translate them into actionable strategies and solutions.
- Manage client expectations, resolve escalations, and deliver consistent client value.
- Lead executive-level presentations and strategic discussions.
- Develop account strategies to increase revenue and client impact.
- Oversee engagement profitability, resource utilization, budgets, and overall portfolio health.
Requirements
- Bachelor’s degree in a relevant field required; master’s degree preferred.
- 10+ years of experience in professional services, consulting, or a related field.
- CPA certification required for accounting Principals; other relevant certifications are preferred.
- Proven experience leading client engagements and business development, including work with private equity-backed portfolio companies.
- Strong understanding of professional services delivery models, client lifecycles, engagement budgets, financial data, and performance management.
- Exceptional leadership, communication, negotiation, coaching, strategic thinking, and team management skills.
Nice to have
- Master’s degree.
- Relevant industry certifications beyond the required CPA certification.
- Experience with industry trends, regulatory environments, and competitive landscapes.
Culture & Benefits
- Flexible work arrangements and a collaborative, growth-oriented environment.
- Flexible Time Off available from the first day of employment, plus paid holidays.
- Health, dental, vision, life, accident, disability, and HSA benefits.
- Paid parental bonding leave and 401(k) with employer contributions.
- CPA bonus with four paid exam days and four paid study days, plus tuition reimbursement.
- Wellness programs, referral bonuses, pet insurance, and paid community volunteering time.
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