Toogeza

Tax Manager – Office Lead (Principal in Charge)

Philadelphia. Posted a month ago

The role

You will lead an established accounting practice as the Principal in Charge. You will manage the team, own client relationships, and perform hands-on tax work including review and advisory.

What you will do

  • Lead the practice as Principal in Charge
  • Manage and develop the team
  • Own client relationships
  • Review and sign off on tax work
  • Perform tax review, planning, advisory, and complex client situations
  • Protect and grow the client base
  • Improve operational efficiency
  • Drive technology adoption
  • Take ownership of the team structure
  • Partner on future growth

Required qualifications

  • Several years of public accounting and tax experience
  • Experience working with small and mid-sized businesses, closely held companies, business owners, and individual clients
  • Strong tax expertise in individual tax, partnerships, S Corporations, C Corporations, and tax planning and advisory
  • Familiarity with common U.S. tax returns such as 1040, 1065, 1120, and 1120S
  • Experience owning client relationships, onboarding clients, advising business owners, and handling complex client conversations
  • Experience leading, supervising, or mentoring accountants, bookkeepers, or tax staff
  • Comfort remaining hands-on through busy season
  • Strong communication skills
  • High level of ownership, independence, and agency
  • Tech-forward mindset and openness to learning new systems

Nice to have

  • Active CPA
  • Experienced EAs
  • Formal people-management responsibility
  • Experience with tax software such as UltraTax, ProSeries, Drake, or Lacerte

Benefits

  • Continuing education and CPA/EA license support
  • Paid training and professional development
  • Paid time off
  • Flexible schedule as the practice becomes established
  • Potential hybrid / work-from-home flexibility after the initial transition period
  • 401(k) and health insurance may be available depending on the individual employment arrangement

About the company

toogeza is a Ukrainian recruiting company focused on hiring talent and building teams for tech startups worldwide. Numica is a venture-backed accounting technology company building a modern alternative to the traditional accounting firm model.

Tax Manager – Office Lead (Principal in Charge) at Toogeza | JobZoey