Passthrough Tax Principal

As a Passthrough Tax Principal at Frazier & Deeter, your primary responsibilities will include planning, supervising, and managing client engagements. You'll oversee the preparation of tax returns for individuals, businesses, and trusts while developing innovative tax planning strategies and consulting expertise. Additionally, you'll mentor and train junior staff, work closely with clients to enhance relationships, and ensure compliance with prevailing tax laws.

To be considered for the position of Passthrough Tax Principal at Frazier & Deeter, candidates should possess a Bachelor’s degree and/or Master’s degree in Accounting, along with an active CPA license. A minimum of 5 to 10 years of progressive public accounting tax experience, particularly in corporate taxation, individuals, and partnerships, is also essential. Strong communication skills and experience in team development are key attributes for success in this role.

At Frazier & Deeter, professional growth is a cornerstone of our culture. As a Passthrough Tax Principal, you will have opportunities to develop your skills through mentoring junior staff, engaging in challenging projects, and staying updated on tax laws and industry changes. Our emphasis on relationships allows for unique interactions that can further your career as you collaborate with partners and staff in an inclusive environment.

The work environment at Frazier & Deeter for a Passthrough Tax Principal is collaborative and supportive. With an entrepreneurial culture and focus on inclusion, you’ll have the chance to build meaningful relationships, or rather invest in relationships, while working on diverse client engagements. This role also benefits from a hybrid work model, giving you the flexibility to balance work-life commitments effectively.

Passthrough Tax Principals at Frazier & Deeter can look forward to numerous career advancement opportunities. With a clear focus on performance management and personal development, you’ll have the ability to climb the ladder within the firm by taking on more complex projects, expanding client portfolios, or transitioning into higher leadership roles within the tax department or the broader firm.

When approaching tax planning for clients, it's essential to conduct a thorough analysis of their financial situation. I prioritize understanding their unique goals and challenges, which allows me to tailor tax strategies that align with their objectives while ensuring compliance with current tax regulations. Sharing examples of successful planning strategies can also showcase my expertise.

In my previous roles, I have always emphasized the importance of training and supporting team members. I take pride in mentoring staff both technically and behaviorally, providing feedback on their work and helping them set personal development goals. This not only enhances team performance but also cultivates an environment where everyone feels valued and motivated to excel.

Effective time management and organization are crucial when overseeing multiple client engagements. I utilize project management tools to keep track of deadlines and responsibilities while prioritizing tasks based on urgency and complexity. Regular communication with clients and team members also ensures everyone is aligned and any potential issues are addressed early.

To attract new clients, I focus on networking, building relationships, and leveraging my existing client base for referrals. Participation in industry events and contributing thought leadership content can also enhance visibility. It's all about creating value for potential clients by highlighting my expertise and the unique services offered by Frazier & Deeter.

I make it a priority to stay informed about tax law changes through a combination of professional development courses, industry publications, and active participation in accounting networks. Joining tax-focused organizations and attending seminars is also beneficial. By staying knowledgeable, I can provide informed advice to clients, helping them navigate the complexities of tax regulations.

One particularly challenging tax situation arose when a client faced an unexpected tax liability due to a change in their business structure. I conducted an immediate analysis and collaborated with the client to develop a tax-efficient strategy to address the liability while ensuring compliance. By clearly communicating the steps involved, I was able to restore the client's confidence and trust.

To ensure quality in tax return preparations, I implement a structured review process, involving checks at various stages. I focus on fostering a culture of careful attention to detail among the team while providing comprehensive training on tax regulations. This dual approach helps minimize errors and enhances the overall quality of our work.

My approach to client relationship management centers around being proactive. I prioritize regular check-ins with clients, providing them insights on tax strategies and addressing any concerns promptly. Building trust and rapport through open communication plays a significant role in maintaining long-term relationships that are beneficial for both parties.

Frazier & Deeter stands out due to its firm-wide commitment to inclusion and relationship-building. The supportive team culture, complemented by a focus on professional development and client success, illustrates a unique workplace where individuals are valued. Additionally, the firm's recognition as a top workplace awards reflects its dedication to a positive work environment.

In my role as a Passthrough Tax Principal at Frazier & Deeter, I aspire to evolve into a thought leader within the organization, contributing to strategic decision-making processes. I also aim to enhance my leadership abilities by taking on more complex client engagements and developing innovative tax solutions that align with industry trends and client needs.