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Tax Principal – UHY Advisors, Inc. provides financial services. The Company offers financial, tax, and business consulting services to mid-sized and larger companies. UHY Advisors serves customers in the United States

At Yardstick Management, we create seats at tables in the world’s leading companies for underrepresented and marginalized individuals. Below, you will find positions we’re sourcing for our partners. These roles range from Manager to C-Suite level positions. We hope that by browsing through these opportunities, you will find your next career goal and we’ll help make that connection for you. We look forward to assisting in your search.

Tax Principal – UHY Advisors, Inc. provides financial services. The Company offers financial, tax, and business consulting services to mid-sized and larger companies. UHY Advisors serves customers in the United States

Location

On-Site, Detroit MI
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Full Time

Full Time

Level

Principal

Position Summary:

The Principal is a Firm leader who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities.  The Principal may either be a subject matter expert or client service expert. The Principal assists the partner(s) in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.

Key Responsibilities:

  • Serves as a subject matter expert in discipline or industry
  • Demonstrates excellence in most advanced technical skills
  • Complies with pronouncements of professional and other regulatory groups, and enlightens and teaches the impact of such pronouncements to all staff
  • Continues to develop industry expertise and stays abreast of industry news; contributes to staff development by sharing industry knowledge
  • Recognizes complex technical issues, reaches appropriate conclusions and applies authority to support conclusions.
  • Participates in client related planning, where appropriate
  • Effectively communicates all technical material to clients, verbally and in writing
  • Proficient in use of necessary discipline software and applications
  • Demonstrates excellence in client service and business acumen
  • Ensures top quality client service and oversees total engagement activity
  • Recognizes needs and issues pertinent to client activity and follows through to implementation.
  • Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders)
  • Maintains effective realization rates of fees (determined by Geography & Discipline leaders) 
  • Assists partner in managing effective billing and collections
  • Appropriately manages risk and ensures quality control procedures are being executed on all engagement activities
  • Ensures efficient and profitable execution of engagement financial management 
  • Builds client relationships; maintains smooth working relationship with clients and solicits client input on satisfaction

Skill and Qualifications:

  • Generates new business annually, from new & existing clients (determined by Geography, Discipline and Industry leaders)
  • Solicit internal experts from across the Firm to assist in marketing & selling firm services to existing clients
  • Is actively involved in community, social, business and professional organizations, to generate referral sources
  • Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders)
  • Actively promotes the Firm in all venues
  • Represent the firm and area of expertise by making presentations at third party events.
  • Participates in mentoring, training, recruiting, retention and team-building activities
  • Effectively develops, supervises, trains, coaches, and mentors staff
  • Completes performance reviews constructively and timely, both written and oral, as well as provides ongoing feedback throughout the performance year
  • Effectively manages people with poise and professionalism during stressful times, especially during peak periods of client engagement and deadlines

Requirements: What you must bring 

  • Minimum Bachelor’s degree: Bachelor’s in Accounting for Audit or Tax
  • Related Business Degree for Consulting
  • 9+ years in accounting
  • Public accounting preferred

License / Certification

  • Must be a CPA for Audit, Tax Accounting; Respective similar certification for consulting
  • Must maintain required CPE credits annually
  • May possibly have other industry or specialization certification

Legal / Compliance

  • Must complete firm wide Non-Compete, Non Solicitation agreements or similar applicable documents
  • Must complete acknowledgement of Corporate Policy and Compliance Manual
  • Must complete acknowledgement of Employee Manual document
  • Must complete acknowledgement of Independence Guidelines and Ethical Standards document
  • Government engagements require applying for and receiving a security clearance from the United States government

Apply for this position

Demographic Data is Optional

Our business is founded on a mission to bring diversity, equity, and inclusion across business sectors and company leadership. At Yardstick, we celebrate diversity and welcome folks to be as open and candid to us in this process as they deem comfortable.

Individuals seeking employment at Yardstick Management partners’ organizations are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation.

Any information you provide to us is purely informational to track the demographics of our applicants and talent community. If we ever report on this data, it will be in aggregate.