Tax Principal / Partner

Looking to speak with Tax Principal / Partner level candidates for a multidisciplinary financial services client that offers services across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services.

Qualification

• Current 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.
• Strong interpersonal communication, and leadership skills
• Working knowledge of various accounting software
• Excellent time management skills and the ability to work effectively with all the internal teams and clients.
• CPA or law degree required.
• Proven skill and experience in practice development

Responsibilities

• Assume 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.
• Display the highest degree of technical and professional competence. Demonstrate the ability to analyze financial data and draw reasonable conclusions. Display the ability to make sound business decisions.
• Maintain open communication with all members of the firm to ensure clients are served and staff are utilized in the most effective manner.
• Assume overall responsibility for all staff assigned to his or her group, including overseeing the semi-annual performance review process.
• Prepare client billings and monitor and collect receivables.
• Develop policies and procedures to increase productivity and fees without loss of morale or motivation.
• Be able to get to a client’s office and bring the documents and equipment necessary to conduct work, as needed.
• Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.
• Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources.
• Keep 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.
• Demonstrate a career-long commitment to the firm.
• Know the history of the firm and be familiar with the services that firm provides.
• Participate in marketing and business development training sessions.
• Develop positive relationships with clients during phone conversations. Develop name recognition with clients and their personnel.
• Join at least one community, civic or business organization or trade organization.
• Participate in firm activities such as training and recruiting.
• Become familiar with services provided and specialties of firm’s team members.
• Become familiar with clients’ names and industries.
• Promote the firm while working at clients’ offices and while out in the community.
• While working at clients, be aware of any areas for possible expansion of services.
• Take staff, seniors, supervisors, and/or managers to prospective client meetings.
• Identify and develop areas of specialty and expertise.
• Develop relationships with client personnel that you work with and others at your level. Show an interest in their businesses, hobbies, family, etc.
• Call 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.
• Participate on external active committee(s).
• Develop outside contact with bankers and attorneys.
• Build in-depth knowledge of your key client industries, seek opportunities, join industry organizations, and develop a targeted potential client pool.
• Develop close relationships with key client personnel at all levels.
• Attain committee leadership position in organizations. Build your own name recognition as you increase the firm’s.
• Expand interpersonal and leadership skills.
• Expand marketing, communication and selling skills.
• Participate in marketing and business development training sessions.
• Develop and maintain referral sources.
• Arrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization meetings).
• Send thank you cards or gifts to referral sources for their referrals.
• Represent the firm at special public events and private functions.
• Prepare a professional biography/resume of yourself to be included with proposals and promotional materials.
• Offer to speak to community groups or submit articles to local media.
• Continue to refine and promote your specialization areas.
• Network with other principals, refer business, and promote each other’s specialties.
• Provide marketing leadership to firm’s staff.
• Mentor staff in building client relationships/selling services.
• Invite staff to networking events, client, and referral breakfasts/lunches.
• Prospect and bring in new business leads frequently and keep the firm informed of your activities.
• Maintain/enlarge your referral source network.
• Arrange/attend several contact lunches/meetings per month (not including outside organization meetings).