Tax Principal: Client Growth & Strategy Leader

Assurance, Tax & Wealth ManagementBrookfield,Wisconsin

Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through different perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth – for our clients, for ourselves and for our communities.

The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice.

Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!

Are you ready to grow with us?

Position Summary

Reporting to the Managing Principal, the Principal will ….

What will you do in this role?

• 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.

What do you need to succeed in this role?

• 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; and 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

In compliance with this state’s pay transparency laws, the base compensation range (25%-50%-75%) for this role is $250,567- $322,491-$394,415 . This is not a guarantee of compensation or salary, as final offer amount may vary based on several factors including but not limited to experience and geographic location. Compensation ranges for roles in our Government Services pillar are determined by contract with the specific government agency Sikich is servicing

In addition, specific skills/experience required are as follows:

• Servant Leader – You are hyper focused on engaging employees, fostering their development, and building a positive culture.
• Solutions Focused – You see opportunities in every business problem and can develop, articulate, and implement solutions.
• Collaboration – You are a relationship builder across all levels of the organization and across all business units.
• Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.
• Impact & Influence Thinking – You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.

About Sikich

Sikich offers the public and private sectors a varied platform of professional services across consulting, technology and compliance. Highly specialized and hands-on teams deliver integrated solutions rooted in deep industry experience. Our approach is strategically and thoughtfully designed to help our clients, teams, and communities accelerate success.

Our team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members’ health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.

Some examples of our many benefits:

• Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
• Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
• Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.

We also offer:

• Health, dental, vision, life, and accident/death/disability insurance options
• HSA employer contribution
• Nine (9) paid holidays annually.
• A robust 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.
• FORCE – Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.

Tantus, a Sikich Subsidiary is an Equal Opportunity Employer M/F/D/V

Sikich practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Sikich CPA LLC has a contractual arrangement with Sikich LLC under which Sikich LLC supports Sikich CPA LLC’s performance of its professional services. Sikich LLC and its subsidiaries are not licensed CPA firms.

“Sikich” is the brand name under which Sikich CPA LLC and Sikich LLC provide professional services. The entities under the Sikich brand are independently owned and are not liable for the services provided by any other entity providing services under the Sikich brand. The use of the terms “our company”, “we” and “us” and other similar terms denote the alternative practice structure of Sikich CPA LLC and Sikich LLC.

Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.