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 all tax returns and documents are accurate and meet regulatory requirements
• Communicate effectively with clients to understand their needs and provide timely updates on progress
• Collaborate with other departments within the firm to ensure seamless service delivery
• Participate in continuous professional development and stay updated on industry trends and best practices

Requirements

• CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients
• 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
• Proactive attitude and ability to find new and better ways to help the firm get work done well
• Ability to communicate effectively with clients and colleagues
• Discretion in handling sensitive information

Qualifications

• Approachable yet professional in written and verbal communications
• Detail-oriented, avoiding careless mistakes in work
• Comfortable in client-facing relationships and enjoying getting to know clients' businesses and them as people
• Super-comfortable working online, in cloud-based applications, and using a variety of software tools
• Proactive attitude and a get-it-done mindset

Skills

• Strong leadership and mentoring skills
• Excellent communication and interpersonal skills
• Proficiency in tax preparation software
• Experience with cloud-based accounting platforms
• Project management and task management skills
• Ability to handle multiple tasks and deadlines simultaneously

Benefits

• Fully remote work option
• Opportunities to manage others
• Company benefit programs

Pay

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

Schedule

Full-time, remote work