Principal CPA, Director of Tax (US - Remote)

Overview

This role involves managing comprehensive client relationships and delivering expert accounting and tax services to creative entrepreneurs and organizations. The position is full-time and remote, with opportunities to lead and mentor a tax team.

Responsibilities

• Maintain strong client relationships, ensuring high client satisfaction and upholding quality control standards for accuracy and integrity of deliverables
• Lead and mentor a tax team including a senior tax manager and three tax accountants
• Prepare personal and corporate tax planning documents and update clients' payroll settings to align with planning goals
• Prepare and review business and individual tax returns
• Develop and monitor key performance indicators (KPIs) to track team performance and ensure compliance with accounting standards, regulations, and company policies
• Respond to client tax notices related to business and personal income, payroll, and other taxes
• Create tax projections, scenario modeling, and other analyses using tax software
• Research federal and state income, payroll, and sales tax issues
• Respond to client inquiries regarding reporting, strategy, and tax matters
• Advise clients on organizational structure decisions and assist with entity formation related to taxes
• Analyze and recommend compensation structures, retirement plans, and employee incentive structures from a tax perspective
• Assist clients with government programs and grant opportunities

Requirements

• Certified Public Accountant (CPA) with 8+ years of experience, primarily in public accounting serving diverse clients
• Strong client-facing skills with the ability to understand clients' businesses and build relationships
• Detail-oriented with excellent written and verbal communication skills
• Proficient with cloud-based accounting platforms (preferably Xero, but experience with QuickBooks Online, Sage, NetSuite, etc. is acceptable)
• Experience with major tax preparation software packages
• Familiarity with project management, task management, or practice management tools
• Comfortable working online and using various software tools
• High level of discretion in handling sensitive client information
• Proactive attitude with a focus on continuous improvement and meeting deadlines

Preferred Qualifications

• Passion for staying current with accounting rules, regulations, and guidelines
• Ability to balance professionalism with approachability in communications

Compensation & Benefits

• Salary range: $120,000 to $180,000 annually
• Opportunities for bonuses based on goals and performance metrics
• Flexible schedule and remote work from any location
• Participation in company benefit programs

Additional Information

Part-time Tax CPA roles may also be considered upon application.