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
• Assist clients with government programs/grant opportunities

Qualifications

• A CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients
• An avid student of the latest in accounting rules, regulations, and guidelines
• An approachable yet professional communicator, both written and verbal
• Able to balance being approachable yet professional in your communications
• Detail-oriented, avoiding spelling errors or other careless mistakes in your work
• An amazing communicator, making sure any soon-to-be missed deadlines are communicated about ahead of time
• 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
• A proactive attitude and love finding new and better ways to help us get our work done well
• A get-it-done kind of person who ensures client deadlines are met and that we’re following through on our commitments
• 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