Tax Principal (Sandusky)

Apprenticeand trainunder current director

Candidate can be based in Huron or Erie counties, Norwalk or Milan

This is a senior leadership role that involves managing our Sandusky Office's tax practice and driving development initiatives. This position requires a strategic thinker with extensive experience in public accounting, strong leadership skills, and a proven track record in client relationship management and business growth. Strong technical acumen a bonus.

Key Responsibilities:

1. Leadership and Management :

Oversee the tax department operations, ensuring high-quality service delivery and adherence to firm standards and regulatory requirements. Lead, mentor, and develop a team of professionals, fostering a collaborative and high-performance work environment.

Manage departmental budgets, resource allocation, and workflow to maximize efficiency and profitability.

2. Client Service and Relationship Management :

Build and maintain strong client relationships, acting as a trusted advisor and primary point of contact.

Provide expert guidance and innovative solutions to address client needs in tax and business advisory services.

Ensure client satisfaction and retention through exceptional service delivery and proactive communication.

3. Technical Expertise :

Stay current with industry trends, regulatory changes, and best practices in tax.

Provide technical expertise and oversight on complex tax engagements or tax planning and compliance.

Review and approve tax returns, and other deliverables to ensure accuracy and compliance.

4. Business Development :

While there is already a substantial amount of business in this office, this position would require someone to network within the community and develop new business.

Identify and pursue new business opportunities, through networking, lead generation, and proposal development.

Collaborate with the marketing team to create and implement effective marketing campaigns.

Constantly look for selling opportunities within our client base.

5. Strategic Planning :

Contribute to the firm's strategic planning and decision-making processes.

Identify opportunities for growth and improvement within the tax department and the broader firm.

Participate in firm leadership meetings and initiatives, providing input and support for overall firm goals and objectives.

Qualifications

• Bachelor’s degree in accounting
• Certified Public Accountant (CPA)
• Minimum of 7 years of experience in public accounting, with a focus on tax
• Proven experience in a leadership role within a professional services firm
• Strong technical knowledge and expertise in tax standards, regulations, and best practices
• Excellent client service and relationship management skills
• Demonstrated success in business development and strategic growth initiatives
• Exceptional communication, presentation, and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work effectively in a fast-paced and dynamic environment
• Competent in multi-tasking
• Experience managing and mentoring staff

Working Conditions

• Full-time position based in the Sandusky office with hybrid option available.
• Occasional travel to client sites and other Barnes Wendling offices as required.
• Flexible working hours to meet client needs and deadlines.
• Overtime during busy season is expected.
• Casual dress code
• Hybrid Optional
• Excellent medical, dental, vision, disability, and life insurances
• Generous paid time off
• Paid parking
• Busy season meals
• Summer hours program – condensed workweek with flexible Fridays