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 and mentor a team of tax professionals
• Ensure compliance with accounting standards, regulations, and company policies
• Manage client expectations and deliver high-quality work
• Communicate effectively with clients and colleagues
• Use cloud-based accounting platforms and tax preparation software
• Manage projects and tasks using project management tools

Requirements

You'll be able to balance being approachable yet professional in your communications—written and verbal

You're an avid student of the latest in accounting rules, regulations, and guidelines—in fact, you geek out about it a little bit

You're a CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients

You're comfortable in client-facing relationships and enjoy getting to know our clients' businesses (and them as people too! )

You'll be detail-oriented, avoiding spelling errors or other careless mistakes in your work

You'll be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about ahead of time

You're super-comfortable working online, in cloud-based applications, and using a variety of software tools

You've got a proactive attitude and love finding new and better ways to help us get our work done well

You're a get-it-done kind of person and will ensure client deadlines are met and that we're following through on our commitments

You have experience with at least one type of cloud-based accounting platform (preferably Xero, but could be QBO, Sage, Netsuite, etc)

You also have experience with one of the major tax prep software packages

You've used some project management, task management, or practice management tool, so keeping track of your upcoming work and logging what you've done comes naturally to you

Qualifications

You have a bachelor's degree in accounting or a related field

You have a CPA license

You have 8+ years of experience in public accounting

You have experience with personal and business taxes

You have experience with tax planning and preparation

You have experience with tax software and cloud-based accounting platforms

You have experience with project management and task management tools

You have excellent communication skills

You have a proactive and detail-oriented mindset

You have a passion for helping entrepreneurs succeed

Skills

Strong interpersonal and communication skills

Ability to manage multiple clients and projects simultaneously

Experience with tax software and cloud-based accounting platforms

Excellent attention to detail

Proactive problem-solving skills

Ability to work independently and as part of a team

Strong organizational and time management skills

Knowledge of accounting principles and regulations

Ability to communicate complex financial concepts to non-financial stakeholders

Benefits

Flexible schedule

Work-from-anywhere option

Participation in company benefit programs

Opportunities for career advancement

Competitive salary starting at $120k-180k, with opportunities for bonuses based on goals and metrics

Pay

$120k-180k

Schedule

Full-time, remote work