Tax Principal - Financial Services Group

hirify.globalss="location">Location: Connection Center, Charlotte, North Carolina, United States

hirify.globalss="salary">Salary: $130,000–$400,000 annually, depending on state, geography, experience, education, skills, and knowledge.

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 people and 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Lead and mentor a national financial services tax team of approximately 20 professionals across all career levels.
• Serve as the industry tax leader and help grow the financial services tax practice nationally.
• Manage workforce deployment, capacity planning, workloads, deadlines, and professional development across geographically dispersed teams.
• Drive client service quality, technical standards, staffing leverage, workload balance, portfolio health, and practice economics.
• Strengthen client relationships, expand services, develop pipeline opportunities, and support referrals and priority markets.
• Lead practice improvements, communicate decisions, identify risks early, and support effective escalation.

hirify.globalss="requirements">Requirements

• Bachelor’s or master’s degree in accounting, taxation, or a related field.
• Current CPA required; JD or EA may be accepted in lieu of CPA.
• 10+ years of public accounting or professional services tax experience.
• Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.
• Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.
• Demonstrated success leading geographically dispersed teams and translating strategy into clear priorities and accountability.

hirify.globalss="culture-benefits">Culture & Benefits

• Collaborative culture focused on career growth and creating opportunities for clients, people, and communities.
• Benefits include health, dental, vision, and 401(k) plans.
• Compensation is positioned as an investment in employees and varies according to geography, experience, education, skills, and knowledge.
• Equal opportunity employer supporting protected veterans and individuals with disabilities.