Principal CPA, Director of Tax (US - Remote)

Overview

This role involves managing client relationships and delivering comprehensive accounting and tax services to creative entrepreneurs and organizations. The position requires expertise in both personal and business taxes, with a focus on compliance, strategic tax planning, and maximizing financial opportunities. The role is full-time, remote, and offers opportunities to manage a team.

Responsibilities

• Maintain strong client relationships and ensure high levels of client satisfaction
• Establish and uphold quality control standards to guarantee accuracy and integrity of client deliverables
• Lead and mentor the 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 taxes
• Make recommendations 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 a variety of clients
• Strong client-facing skills and ability to build relationships with clients and understand their businesses
• Detail-oriented with excellent written and verbal communication skills
• Proactive and able to manage deadlines effectively, communicating any potential delays in advance
• Comfortable working with cloud-based applications and various software tools
• High level of discretion and commitment to protecting client privacy and sensitive information
• Experience with at least one cloud-based accounting platform (preferably Xero, but QuickBooks Online, Sage, NetSuite, etc. are acceptable)
• Experience with major tax preparation software packages
• Familiarity with project management, task management, or practice management tools

Preferred Qualifications

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

Compensation & Benefits

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

Location

• Remote position with flexible work location

Additional Information

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