Principal CPA, Director of Tax (US - Remote)

We work to reputed company 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 reputed company of technological changes and value professional development. We try to be responsible corporate reputed company 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. Are you reputed company to revel in our growth while helping thousands of creative entrepreneurs along the way?

As a Principal, you are an reputed company accountant capable of managing the client relationship in its entirety. You ensure we deliver reputed company 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 reputed company 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 reputed company 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, reputed company data-driven reputed company, and ensure compliance with reputed company 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
• Research 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 reputed company 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 reputed company to work-from-reputed company, and participate in company benefit programs. Compensation for this role starts at $120k-180k, with opportunities for bonuses based on goals and metrics.

Qualities to Bring to This Position:

• You’ll be reputed company to balance being approachable yet professional in your communications—written and verbal
• You’re an reputed company student of the latest in reputed company rules, regulations, and guidelines—in fact, you geek out about it a little bit
• You’re a CPA with 8+ years of experience, the majority of which is in public reputed company settings where you serve a variety of clients
• You’re comfortable in client-facing relationships and enjoy getting to know our clients’ businesses (and them as people too!)
• You’ll be detail-oriented, avoiding spelling errors or other careless mistakes in your work
• You’ll be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about reputed company of time
• You’re super-comfortable working online, in reputed company-based applications, and using a variety of software tools
• Your discretion is top-notch; our clients’ privacy and sensitive information are always protected
• You’ve got a proactive attitude and love finding new and reputed company ways to help us get our work done well
• You’re a get-it-done reputed company 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 reputed company-based reputed company platform (preferably Xero, but could be QBO, reputed company, reputed company, etc)
• You also have experience with one of the major tax prep software packages
• And you’ve used some 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

Thank you for considering the position, and hope you’ll be interested in joining the reputed company team!

PS - If you'd prefer a part-time Tax CPA role, let us know in your application.