Tax Principal
$170k/y-$200k/y
20 hours ago
Highlight
HybridFull-timeMid
Summary
Morling & Company is seeking a Tax Principal to join their team in Orinda, CA. The role involves overseeing tax engagements, developing business strategies, and mentoring junior staff within a forward-thinking tax service and consulting firm.
About the Role
As a Tax Principal, you will play a pivotal role in the growth of tax services, overseeing planning and scheduling of tax engagements, addressing complex tax issues, providing business advice, and managing a client portfolio. You will also mentor junior staff and collaborate with partners on business and tax planning strategies.
About You
Required:
- Bachelor's degree in Accounting, Finance or related field.
- CPA or EA designation.
- Experience in a managerial role.
- Proficiency in corporate, individual, and/or partnership taxation.
- Strong organizational skills and effective communication with financially sophisticated clients.
- Must be local to the bay area.
Preferred:
- Master's degree in Taxation.
- Experience in mentoring and developing junior staff.
Benefits
- Hybrid work options available.
- Partnership opportunity.
- Competitive salary range from $170k to $200k.
- Comprehensive benefits package including 401K with company match.
- Generous PTO and holidays.
Morling & Company
Morling & Company is a San Francisco Bay Area based financial services firm, specializing in tax and financial consulting services for highly compensated professionals and diversified management services for small businesses. We also have a specialty in providing these services to technology start-up companies and IT Consultants. Established in 1981, Morling & Company has earned a reputation for staff continuity, responsiveness and cost competitiveness. We utilize tax strategies that save you more and build successful companies that endure. Today our consulting base consists of over 3,000 individual and business clients, located throughout the United States, Canada, Europe, Asia and South America.
Orinda, CA