Tax Principal (Orinda)

Unlock Your Leadership Potential as a Tax Principal at Morling and Company!

About Us:

Morling and Company is a forward-thinking tax service and consulting firm committed to maximizing our clients' financial well-being through innovative and flexible strategies. We are dedicated to delivering measurable value, combining modern approaches with a client-centric focus. Our mission is to help our clients grow, manage, and prosper by offering creative, effective tax strategies while maintaining a commitment to work-life balance and social responsibility.

Our Mission and Core Values:

• Client-Centric: Delivering exceptional service and measurable value.
• Innovation: Embracing modern, flexible, and creative tax strategies.
• Balance: Promoting a healthy work-life balance for all employees.
• Growth: Supporting clients from start-up through expansion and transition.
• Community: Upholding social responsibility and community engagement.

Why Work for Morling and Company:

At Morling and Company, we foster a team-oriented culture where collaboration, flexibility, and innovation are at the forefront. We believe in providing our employees with the freedom to work in a way that suits their lifestyle, with minimal in-office time required. This opportunity is perfect for someone eager to grow into a leadership role, with a clear path to partnership. Whether through traditional avenues or creative approaches, we provide more than one way to achieve leadership and ownership within our firm. If you're an out-of-the-box thinker who values innovation, Morling and Company is the place for you.

We offer:

• A dynamic, supportive team environment where your input and expertise are valued.
• Flexible work arrangements , including remote and hybrid options, with minimal in-office time required.
• A partner track opportunity , where those with a leadership mindset can grow into key roles within the firm.
• A culture that welcomes and celebrates innovation and new ideas.

Role Overview:

As a Tax Principal at Morling and Company, you will play a pivotal role in the continued growth of our tax services. You'll oversee tax engagements, collaborate with partners to develop business strategies, and mentor junior staff. This role is ideal for someone who is experienced in tax matters but also passionate about leading and shaping the future of the firm. If you are ready to level up your career this is an opportunity for you.

Key Responsibilities:

• Oversee the planning and scheduling of tax engagements.
• Address complex tax issues and ensure high-quality work products.
• Provide business advice and develop tax strategies for privately held businesses and their owners.
• Calculate and analyze proprietary tax strategies.
• Collaborate with firm partners on business and tax planning strategies.
• Manage a client portfolio, ensuring their needs are met with precision and care.
• Mentor and provide feedback to tax staff, fostering their professional development.

Requirements and Qualifications:

• Bachelor's degree in Accounting, Finance or related field. (Master's degree in Taxation preferred).
• CPA or EA designation.
• Experience in a managerial role.
• Proficiency in corporate, individual, and/or partnership taxation.
• Strong organizational skills and the ability to communicate effectively with financially sophisticated clients.
• Work in office occasionally.
• Must be local to the bay area.

Personal Attributes:

• Commitment to excellence and clear communication.
• Team-oriented, capable of contributing to a strong, lean, and performance-driven culture.
• Ability to work with a diverse range of individuals and skill sets at both detailed and strategic levels.
• Strong written and oral communication skills, comfortable with public presentations.
• Strong work ethic and desire to be of service for clients and team members

Salary & Benefits:

• Hybrid options available.
• Partnership opportunity.
• Competitive salary range from $170,000 to $200,000.
• Comprehensive benefits package, including 401K with company match.
• Generous PTO and holidays.

Join us at Morling and Company, where you'll have the opportunity to lead, innovate, and make a difference in the financial lives of our clients while advancing your career. Apply today and become a valued member of our dynamic team!