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
• Absorb and apply the latest in accounting rules, regulations, and guidelines
• Manage others

Requirements

• CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients
• Comfortable in client-facing relationships and enjoy getting to know our clients' businesses (and them as people too!)
• Detail-oriented, avoiding spelling errors or other careless mistakes in your work
• An avid student of the latest in accounting rules, regulations, and guidelines
• Super-comfortable working online, in cloud-based applications, and using a variety of software tools
• Discretion is top-notch; our clients' privacy and sensitive information are always protected
• Experience with at least one type of cloud-based accounting platform (preferably Xero, but could be QBO, Sage, Netsuite, etc)
• Experience with one of the major tax prep software packages
• Experience with 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

• Bachelor's degree in Accounting or related field
• Strong analytical skills
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and priorities
• Passion for helping entrepreneurs succeed

Skills

• Accounting principles and practices
• Tax preparation and compliance
• Client relationship management
• Project management
• Cloud-based accounting platforms
• Tax software packages
• Project management, task management, or practice management tools

Benefits

• Fully remote work
• Opportunities to manage others
• Participation in company benefit programs

Pay

$120k-180k, with opportunities for bonuses based on goals and metrics

Schedule

Full-time, remote work