Principal - Tax

Overview

This role is for a Tax Principal reporting to the Managing Principal.

Responsibilities

• Serve as the primary point of contact for key clients, fostering long-term relationships.
• Understand client needs and translate them into actionable strategies and solutions.
• Manage client expectations, resolve escalations, and ensure consistent value delivery.
• Conduct executive-level presentations and facilitate strategic discussions.
• Develop and execute account strategies to increase revenue and client impact.
• Oversee engagement profitability, resource utilization, and overall client portfolio health.

Requirements

• BA/BS degree in a relevant field (required); master’s degree (preferred)
• Ten (10) plus years of experience in professional services, consulting, or a related field (required)
• CPA certification (required for accounting Principals); other relevant industry certifications (preferred)
• Proven track record of leading client engagements and business development
• Recognized expertise in working with private equity backed portfolio companies
• Deep understanding of professional services delivery models and client lifecycle
• Experience in managing engagement budgets, expenses, and performance management
• Ability to articulate complex financial data and review significant findings
• Outstanding communication and interpersonal skills, including ability to collaborate, influence, negotiate, and effectively coach employees and managers
• Familiarity with industry trends, regulatory environments, and competitive landscapes
• Exceptional leadership and team management capabilities
• Strong business acumen and strategic thinking
• Proven capability to engage senior stakeholders and facilitate consensus effectively
• Demonstrated capacity to develop innovative solutions tailored to the unique challenges presented by individual clients
• High integrity and moral character; committed to following quality control standards

Preferred Qualifications

• Master’s degree in a relevant field
• Other relevant industry certifications

Compensation & Benefits

Pay Range

In compliance with this state’s pay transparency laws, the salary range for this role is $250,567- $322,491-$394,415.

This is not a guarantee of compensation or salary; final offer amount may vary based on several factors including but not limited to experience and geographic location. Compensation ranges for roles in Government Services pillar are determined by contract with the specific government agency.

Benefits

Examples of benefits include:

• Flexible Time Off (FTO) Policy (activated on your first day)
• Paid holidays, and an effort to allow time off the last week of the calendar year when client and project work permits
• Comprehensive wellness program with activities that can be tracked for gift cards and other rewards
• Flexible work arrangements
• Health, dental, vision, life, and accident/death/disability insurance options
• HSA employer contribution
• Nine (9) paid holidays annually
• Paid Parental Bonding Leave program covering birth, adoption, and foster children
• 401(k) with employer contributions
• CPA bonus with four (4) paid exam days & four (4) paid study days
• Tuition reimbursement
• Employee referral bonus program
• Client referral bonus program
• Pet insurance
• Paid volunteer time through a community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer

Location

US – Chicago, IL – Naperville, IL – Northern Illinois