Principal CPA, Director of Tax

Role Description

As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety. You ensure we deliver what we promise and review their business and personal finances to identify opportunities and strategic tax recommendations. With expertise in both personal and business taxes, you help clients navigate complex tax landscapes, ensuring compliance while maximizing financial opportunities. You're deeply connected to their goals and passionate about helping entrepreneurs succeed!

This is a full-time, remote work role with opportunities to manage others. Typical weekly responsibilities include:

• Maintaining 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
• Leading and mentoring the tax team, including a senior tax manager and 3 tax accountants
• Preparing personal and corporate tax planning documents and making updates to clients' payroll settings to adjust for planning goals
• Preparing and reviewing business and individual tax returns
• Developing and monitoring key performance indicators (KPIs) to track team performance, make data-driven decisions, and ensure compliance with accounting standards, regulations, and company policies
• Responding to client tax notices (business and personal, income, payroll, and other)
• Creating tax projections, scenario modeling, and other analyses in our tax software
• Researching federal and state income, payroll, and sales tax issues
• Responding to client inquiries regarding reporting, strategy, taxes, etc.
• Making recommendations to clients about organizational structure decisions and assisting with entity formation as it relates to taxes
• Performing analysis and making recommendations about compensation structures, retirement plan structures, or employee incentive structures as they relate to taxes
• Assisting clients with government programs/grant opportunities

You'll have a flexible schedule, be able to work-from-anywhere, and participate in company benefit programs. Compensation for this role starts at $120k-180k, with opportunities for bonuses based on goals and metrics.

Qualifications

• CPA with 8+ years of experience, the majority of which is in public accounting settings
• Comfortable in client-facing relationships and enjoy getting to know our clients' businesses
• Detail-oriented, avoiding spelling errors or other careless mistakes in your work
• 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 using project management, task management, or practice management tools

Requirements

• Ability to balance being approachable yet professional in communications—written and verbal
• Avid student of the latest in accounting rules, regulations, and guidelines
• Super-comfortable working online, in cloud-based applications, and using a variety of software tools
• Top-notch discretion; clients' privacy and sensitive information are always protected
• Proactive attitude and love for finding new and better ways to help us get our work done well
• Get-it-done kind of person who ensures client deadlines are met and commitments are followed through

Benefits

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

Company Description

We work to make the world of business and taxes come alive for creative individuals and organizations! If we've done our job, these owners can breathe easy and sleep well at night knowing they're in good hands. As a team, we focus on staying ahead of technological changes and value professional development. We try to be responsible corporate citizens and aren't afraid to take a stand on political or social issues. And we try to have fun and celebrate our humanity—while doing impeccable work, of course. We are always looking for new ways of doing things, improvements to our systems, and strategies to help our clients.