Tax Director / Tax Principal | Advisory-Focused Virtual CPA Firm
Overview
A rapidly growing, fully remote CPA firm is seeking a Tax Director or Tax Principal to join its leadership team. This role is designed for an experienced tax professional who wants to engage beyond compliance, contributing to client advisory, team leadership, technical review, and the evolution of a modern, cloud-based tax practice.
The firm serves a sophisticated client base including high-net-worth individuals, closely held businesses, real estate investors, and multi-entity ownership structures. With strong infrastructure, established processes, and a collaborative leadership team, this opportunity offers impact without the bureaucracy typical of larger firms.
Responsibilities
- Perform final review of complex individual, partnership, S-Corporation, and corporate tax returns
- Serve as a trusted advisor to business owners and high-net-worth clients on tax planning and strategic initiatives
- Lead client relationships year-round, not limited to busy season
- Identify tax-saving opportunities and provide proactive planning recommendations
- Mentor and develop Managers, Seniors, and Staff accountants
- Assist with department scalability, workflow improvements, and process optimization
- Provide technical guidance on complex tax matters and transactions
- Collaborate with firm leadership on growth initiatives and operational improvements
- Help drive a client service model focused on responsiveness, advisory value, and long-term relationships
Work Environment
- Fully remote position
- Cloud-native operations
- Technology stack includes UltraTax, QuickBooks Online (QBO), TaxDome, Karbon
- Established administrative and tax support teams
- Strong client retention and referral-driven growth
- Collaborative leadership with a long-term vision
- Advisory-focused culture rather than volume-driven compliance
Requirements
- Minimum 10 years of public accounting tax experience
- Current Tax Director, Tax Principal, Senior Tax Manager, or experienced Tax Manager ready for advancement
- Strong experience with high-net-worth individuals, pass-through entities, partnerships, and multi-entity tax structures
- Proven success managing client relationships and serving as a trusted advisor
- Experience reviewing complex tax returns and mentoring tax professionals
- Strong technical tax knowledge and research skills
- UltraTax experience strongly preferred
- CPA license required
Compensation & Benefits
- Base salary range: $180,000 to $250,000+ depending on experience
- Performance bonus opportunities
- Fully remote within the U.S.
- Flexible paid time off
- Strong long-term advancement opportunities
- Flexible start dates
Location
- Fully remote within the United States
Interested candidates are encouraged to apply promptly as interviews are actively being scheduled.