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 will manage client relationships, lead a team, prepare tax documents, and provide strategic advice.

Responsibilities

• Maintain strong client relationships, ensuring the highest levels of client satisfaction and quality control standards
• Lead and mentor the tax team, including a senior tax manager and 3 tax accountants
• Prepare personal and corporate tax planning documents and update clients' payroll settings
• 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
• 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
• Aid clients with government programs/grant opportunities

Requirements

• You are a CPA with 8+ years of experience, primarily in public accounting settings
• You are comfortable in client-facing relationships and enjoy getting to know clients' businesses and them as people
• You are detail-oriented, avoiding spelling errors or other careless mistakes in your work
• You are an amazing communicator, ensuring any soon-to-be missed deadlines are communicated about ahead of time
• You are proficient in working online, in cloud-based applications, and using a variety of software tools
• Your discretion is top-notch; our clients' privacy and sensitive information are always protected
• You have a proactive attitude and love finding new and better ways to help us get our work done well
• You are 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 have experience with one of the major tax prep software packages
• You have experience with a 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

• Ability to balance being approachable yet professional in your communications—written and verbal
• Avid student of the latest in accounting rules, regulations, and guidelines

Skills

• 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 a project management, task management, or practice management tool

Benefits

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

Pay

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

Schedule

Full-time, remote work role