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.