Principal Manager – Tax Lead

About the Opportunity

Concentric Corporation is partnering with a respected public accounting and advisory firm seeking a Principal Manager – Tax Lead to provide strategic leadership, technical expertise, and long-term direction for an established practice.

This is an exceptional opportunity for an experienced public accounting leader who enjoys mentoring others, building client relationships, and driving growth while maintaining a strong focus on technical excellence. The ideal candidate will serve as a trusted advisor to clients, a mentor to staff, and a key leader in the continued evolution of the practice.


Location: Clemmons, NC

Position Overview

The Principal Manager – Tax Lead will oversee complex tax planning and advisory engagements while helping guide the future growth of the office. This individual will play a critical role in developing staff, strengthening client relationships, supporting business development initiatives, and collaborating with firm leadership on strategic growth opportunities.

This position is ideal for a seasoned tax professional who wants the opportunity to make a meaningful impact, develop future leaders, and help shape the future of a successful practice.

Key Responsibilities

• Serve as the lead technical tax resource for clients and internal team members
• Provide strategic tax planning and advisory services for individuals, partnerships, S-Corporations, and other pass-through entities
• Review complex tax returns and planning strategies while ensuring accuracy and quality standards
• Build and maintain strong relationships with clients, referral sources, and community partners
• Lead, mentor, and develop accounting and tax professionals at all levels
• Delegate responsibilities effectively while establishing clear expectations and accountability
• Collaborate with firm leadership to support long-term growth initiatives and strategic planning
• Identify opportunities to expand client relationships and service offerings
• Support the continued evolution of the practice through innovation, leadership, and operational excellence
• Serve as a visible representative of the firm within the local business community
• Facilitate a smooth transition of client relationships and leadership responsibilities as part of the firm's succession planning efforts
  
  
  

Qualifications & Experience

Education: Bachelor's Degree in Accounting or related field required.

Certifications: CPA designation required.

Years of Experience: 10+ years of progressive public accounting experience with leadership responsibilities.

Requirements for Position

• Extensive experience with individual, partnership, and pass-through entity taxation
• Strong tax planning and advisory background beyond compliance work
• Proven ability to serve as a trusted advisor to clients and business owners
• Demonstrated leadership experience managing and developing teams
• Strong delegation, coaching, and mentorship skills
• Experience building relationships with clients, referral partners, and community organizations
• Excellent communication, presentation, and interpersonal skills
• Ability to drive accountability while fostering a collaborative team environment
• Entrepreneurial mindset with a passion for growth and continuous improvement
  
  
  

Who You Are

• A respected public accounting leader who enjoys developing people as much as serving clients
• A relationship builder who values trust, collaboration, and long-term partnerships
• A mentor who takes pride in helping others grow professionally
• A strategic thinker who can balance technical excellence with business development
• An engaged community leader who understands the value of networking and relationship building
• Someone who respects the legacy of an established practice while helping shape its future
  
  
  

Preferred Qualifications

• Experience leading a public accounting office, department, or practice area
• Strong business development and client acquisition experience
• Experience supporting wealth planning, estate planning, or integrated advisory services
• Proven success developing future leaders within an organization
• Active involvement in professional associations and community organizations
  
  
  

About Concentric Corporation

Concentric Corporation is an executive recruiting firm specializing in accounting, finance, technology, engineering, operations, sales, and leadership searches. We partner with organizations to identify exceptional talent that drives business performance, client success, and long-term growth.

If you are looking to advance your career as a Principal Manager – Tax Lead and make a lasting impact within a growing organization, we encourage you to apply. Only the most qualified candidates will be contacted for interviews.