Principal - Tax

Sikich
Any Location, WI
Category Accounting
Job Description
Role Overview

The Principal will serve as the primary point of contact for key clients, fostering long-term relationships, and understand client needs to translate them into actionable strategies and solutions.

What You Will Do

Serve as the primary point of contact for key clients, conduct executive-level presentations, facilitate strategic discussions, and develop and execute account strategies to increase revenue and client impact.

Why It Might Be a Fit

The successful candidate will have a proven track record of leading client engagements and business development, recognized expertise in working with private equity backed portfolio companies, and a deep understanding of professional services delivery models and client lifecycle.

Requirements

  • BA/BS degree in a relevant field
  • Ten (10) plus years of experience in professional services, consulting, or a related field
  • CPA certification, required for accounting Principals
  • 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
  • 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

Benefits

  • Flexible Time Off (FTO) Policy
  • Paid holidays
  • Comprehensive wellness program
  • Flexible work arrangements
  • 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
  • 401(k) with employer contributions
  • CPA bonus with four (4) paid exam days & four (4) paid study days
  • Tuition reimbursement
  • Generous employee referral bonus program
  • Client referral bonus program
  • Pet insurance
  • FORCE – Sikich community volunteer program
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