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 KPIs to track team performance and ensure compliance with accounting standards, regulations, and company policies
• Respond to client tax notices and create tax projections, scenario modeling, and other analyses
• Research federal and state income, payroll, and sales tax issues
• Make recommendations to clients about organizational structure decisions and assist with entity formation
• Perform analysis and make recommendations about compensation structures, retirement plan structures, or employee incentive structures
• Aid clients with government programs/grant opportunities

Requirements

• You must be a CPA with 8+ years of experience, primarily in public accounting
• You should be comfortable in client-facing relationships and enjoy learning about clients' businesses
• You must be detail-oriented and avoid careless mistakes
• You should be an excellent communicator and proactive in finding new ways to improve processes
• You must have experience with at least one cloud-based accounting platform and one major tax prep software package

Qualifications

• Ability to balance professionalism and approachability in communication
• Passion for staying updated on accounting rules, regulations, and guidelines
• Discretion in handling clients' sensitive information
• Proactive attitude and a get-it-done mindset

Benefits

Opportunities to manage others, a flexible schedule, and participation in company benefit programs. Compensation starts at $120k-180k, with potential for bonuses based on performance.

Pay

$120k-180k

Schedule

Full-time, remote work