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. Compensation ranges from $120,000 to $180,000 annually, with potential bonuses based on performance metrics.

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
• Address 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 programs 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 build rapport and understand clients’ businesses and goals
• Detail-oriented with excellent written and verbal communication skills, including proactive deadline management
• 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
• High level of discretion and commitment to protecting client privacy and sensitive information
• Enthusiastic about staying current with accounting rules, regulations, and guidelines
• Proactive and solution-oriented approach to improving workflows and meeting client deadlines

Preferred Qualifications

• Experience managing and mentoring a team
• Ability to work independently in a remote environment with a flexible schedule

Compensation & Benefits

• Salary range: $120,000 to $180,000 annually
• Bonus opportunities based on goals and performance metrics
• Flexible work schedule and remote work environment
• Participation in company benefit programs

Location

• This is a fully remote position, allowing work from any location

Additional Information

• Candidates interested in part-time Tax CPA roles are encouraged to indicate this preference in their application.