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
• Ensure compliance with accounting standards, regulations, and company policies
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables
• Monitor and maintain KPIs to track team performance
• Respond to client inquiries and provide timely, accurate responses
• 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
• Manage and mentor a team of tax professionals
• Manage client expectations and ensure high levels of satisfaction
• Manage client relationships and ensure the highest levels of client satisfaction
• Ensure the accuracy and integrity of client deliverables