Wertz & Associates, LLC

Tax Principal

Wertz & Associates, LLC  •  $190k - $275k/yr  •  Tampa, FL (Remote)  •  60 minutes ago
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Job Description

Tax Principal

Strategic Tax Leadership | Multi-Industry Advisory | Practice Growth | Principal-Level Opportunity

Compensation: $190,000–$275,000 Base + Performance Bonus + Long-Term Leadership Opportunity

Location: Tampa, Florida
Schedule Flexible Hybrid

Our client, a nationally recognized consulting, tax, accounting, audit, and advisory firm, is seeking an experienced Tax Principal to join its growing Tampa office.

This is not simply another senior tax leadership role.

This is an opportunity to serve as a trusted advisor to business owners, investors, healthcare organizations, financial institutions, real estate companies, manufacturers, and professional service firms while helping drive the growth and strategic direction of a nationally respected tax practice.

The ideal candidate combines deep technical tax expertise with strong client relationship skills, leadership capabilities, business development experience, and a passion for helping clients solve complex business and tax challenges.

If you're looking for a highly visible role with meaningful influence, significant earning potential, and long-term leadership growth opportunities, we'd welcome a confidential conversation.

Why This Opportunity Stands Out

  • $190,000–$275,000 base salary
  • Performance-based bonus opportunity
  • Principal-level leadership position
  • National platform with entrepreneurial culture
  • Significant client advisory responsibilities
  • Exposure to sophisticated and complex tax engagements
  • Strong business development opportunities
  • Direct influence on practice growth and strategic initiatives
  • Collaborative leadership environment
  • Clear path toward expanded leadership responsibilities

Exceptional candidates with a book of business, niche industry expertise, significant practice-growth success, or advanced leadership experience may be considered above the posted compensation range.

The Opportunity

As a Tax Principal, you'll serve as both a strategic business advisor and firm leader while helping guide the continued expansion of the tax practice.

You'll work directly with executives, entrepreneurs, investors, ownership groups, healthcare systems, nonprofit organizations, and closely held businesses while leading sophisticated tax planning, consulting, and compliance engagements.

This role offers significant exposure to:

  • Tax Advisory & Consulting
  • Federal & Multi-State Tax Planning
  • Pass-Through Entity Taxation
  • Business Strategy & Growth Planning
  • Healthcare Industry Taxation
  • Real Estate Tax Planning
  • Team Leadership & Development
  • Practice Growth & Business Development

Key Responsibilities

Strategic Tax Advisory

  • Lead complex tax planning, consulting, and compliance engagements
  • Develop proactive tax strategies designed to support client growth and profitability
  • Advise clients on entity structuring, ownership transitions, and strategic business transactions
  • Provide guidance on sophisticated federal, state, and local tax matters
  • Serve as a trusted advisor to executives, business owners, and organizational leadership teams

Client Relationship Leadership

  • Build and maintain long-term strategic client relationships
  • Deliver exceptional client service and practical business insight
  • Identify opportunities to expand existing relationships and services
  • Collaborate with executives, boards, and management teams on critical initiatives
  • Help clients navigate changing business, regulatory, and tax environments

Team Leadership & Development

  • Lead and develop tax professionals and subject matter experts
  • Mentor future managers, directors, and firm leaders
  • Provide coaching, technical guidance, and career development support
  • Support recruiting, retention, and employee development initiatives
  • Foster a culture focused on collaboration, innovation, and excellence

Business Development & Practice Growth

  • Participate in networking, industry events, and speaking engagements
  • Develop relationships with referral sources and prospective clients
  • Assist with proposals, presentations, and growth initiatives
  • Help expand the firm's presence within the Florida market
  • Support strategic business planning and market development efforts

Industry Exposure

This role provides exposure to a broad range of industries, including:

  • Healthcare
  • Financial Institutions
  • Real Estate
  • Manufacturing
  • Professional Services
  • Nonprofit Organizations
  • Closely Held Businesses
  • High-Net-Worth Individuals & Ownership Groups

Professionals with expertise in one or more of these industries will have opportunities to further develop and expand those specializations.

Qualifications

Required

  • CPA, EA, or equivalent professional credential
  • 8+ years of tax experience within public accounting, consulting, or tax leadership environments
  • Strong tax planning and advisory experience
  • Experience managing sophisticated client relationships
  • Demonstrated leadership and mentoring capabilities
  • Excellent communication and presentation skills
  • Strategic, analytical, and problem-solving abilities

Who Thrives Here?

The ideal candidate:

  • Thinks like a trusted business advisor rather than simply a tax professional
  • Enjoys developing long-term client relationships
  • Has a passion for mentoring and leadership
  • Brings an entrepreneurial mindset to practice growth
  • Enjoys helping clients solve complex business challenges
  • Wants meaningful influence on firm strategy and success
  • Values collaboration, innovation, and continuous improvement

Benefits

  • Competitive compensation package
  • Performance-based bonus opportunities
  • Comprehensive medical, dental, and vision coverage
  • Retirement savings programs
  • Professional development and leadership training
  • Continuing education support
  • Flexible work arrangements
  • Advancement opportunities within a growing national organization
  • Collaborative and entrepreneurial culture
  • Access to specialized industry resources and expertise

About Our Client

Our client is one of the nation's leading independent advisory, tax, consulting, audit, and accounting firms. Serving organizations across the United States, the firm combines national resources and technical expertise with a relationship-driven approach that prioritizes client success and long-term trust.

The organization is particularly well-known for its leadership in healthcare, financial services, real estate, manufacturing, professional services, and nonprofit advisory services. Through its commitment to technical excellence, innovation, and client service, the firm has established itself as a trusted advisor to organizations navigating complex business and tax challenges.

Professionals benefit from exposure to sophisticated engagements, direct access to leadership, meaningful career development opportunities, and the ability to make a significant impact on both clients and the continued growth of the firm.

If you're a senior tax leader seeking a Principal-level opportunity with strong earning potential, meaningful client influence, and a platform for long-term leadership success, we'd love to speak with you confidentially.

Wertz & Associates, LLC

About Wertz & Associates, LLC

Wertz & Associates is a specialized recruitment firm focused exclusively on the CPA, Legal, and Financial Services sectors. We partner with public accounting firms, law practices, and financial organizations across the United States to deliver highly qualified Tax, Audit, Advisory, and Legal professionals.

Our mission is simple: to connect exceptional people with exceptional firms.

Our approach is precise, confidential, and relationship‑driven. We take time to understand each client’s goals, team structure, culture, and technical requirements—allowing us to deliver candidates who align both professionally and personally.

Our Specialties

• Tax (Staff to Partner)

• Audit & Assurance

• Advisory & Consulting

• Legal (Associates to Partners)

• Financial Services & Corporate Finance

Who We Serve

• Top 100 Public Accounting Firms

• Regional & Boutique CPA Firms

• Law Firms (Boutique, Top 100/200 AM Law)

• Financial Services Organizations

• High‑growth Advisory Practices

Why Clients Choose Us

✔ Deep niche expertise

✔ Nationwide candidate network

✔ Accurate, high‑quality search

✔ Transparent communication

✔ Long‑term partnership approach

If you’re looking to grow your team or explore a new career opportunity, we’d be happy to connect.

🌐 www.wertzandassoc.com

📧 Johnw@wertzandassoc.com

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
Midland, MI
Year Founded
Unknown
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