Principal CPA, Director of Tax (US - Remote)

About the role

We work to make the world of business and taxes come alive for creative individuals and organizations. As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety.

Responsibilities

• Maintain strong client relationships, ensuring the highest levels of client satisfaction, and establishing and upholding quality control standards to guarantee the accuracy and integrity of client deliverables
• Lead and mentor the tax team, including a senior tax manager and 3 tax accountants
• Prepare personal and corporate tax planning documents and make updates to clients' payroll settings to adjust for planning goals
• Prepare and review business and individual tax returns
• Develop and monitor key performance indicators (KPIs) to track team performance, make data-driven decisions, and ensure compliance with accounting standards, regulations, and company policies
• Respond to client tax notices (business and personal, income, payroll, and other)
• Create tax projections, scenario modeling, and other analyses in our tax software
• Research federal and state income, payroll, and sales tax issues
• Respond to client inquiries regarding reporting, strategy, taxes, etc
• Make recommendations to clients about organizational structure decisions and assist with entity formation as it relates to taxes
• Perform analysis and make recommendations about compensation structures, retirement plan structures, or employee incentive structures as they relate to taxes
• Assist clients with government programs/grant opportunities

Requirements

This is a full-time, remote work role with opportunities to manage others. Qualities To Bring To This Position include:

• The ability to balance being approachable yet professional in your communications—written and verbal
• An avid student of the latest in accounting rules, regulations, and guidelines
• To be a CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients
• To be comfortable in client-facing relationships and enjoy getting to know our clients' businesses (and them as people too!)
• To be detail-oriented, avoiding spelling errors or other careless mistakes in your work
• To be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about ahead of time
• To be super-comfortable working online, in cloud-based applications, and using a variety of software tools
• To have a proactive attitude and love finding new and better ways to help us get our work done well
• To be a get-it-done kind of person and will ensure client deadlines are met and that we're following through on our commitments
• To have experience with at least one type of cloud-based accounting platform (preferably Xero, but could be QBO, Sage, Netsuite, etc)
• To have experience with one of the major tax prep software packages
• To have experience with one of the major project management, task management, or practice management tools, so keeping track of your upcoming work and logging what you've done comes naturally to you

Qualifications

Qualifications include:

• A bachelor's degree in accounting or a related field
• A current CPA license
• Experience in public accounting settings
• Experience with personal and business tax preparation
• Experience with tax software and cloud-based accounting platforms
• Experience with project management, task management, or practice management tools

Skills

Skills include:

• Strong communication skills
• Ability to maintain high-quality standards
• Knowledge of accounting rules, regulations, and guidelines
• Experience with tax software and cloud-based accounting platforms
• Experience with project management, task management, or practice management tools

Benefits

Company benefits include:

• Flexible schedule
• Work-from-anywhere option
• Participation in company benefit programs

Pay

Compensation for this role starts at $120k-180k, with opportunities for bonuses based on goals and metrics.

Schedule

This is a full-time, remote work role.

Application Instructions

If you'd prefer a part-time Tax CPA role, let us know in your application.