Principal CPA, Director of Tax (US - Remote)

About the Role

We're looking for a seasoned accounting professional to join our team as a Principal. In this role, you'll own client relationships end-to-end --- from strategic tax planning to compliance --- and lead a small, high-performing team of tax professionals. This is a fully remote, full-time position with a flexible schedule and real opportunities to grow.

If you're a CPA who geeks out on tax code, thrives in client-facing environments, and takes pride in delivering meticulous, deadline-driven work, we'd love to meet you.

What You'll Do

Client Relationship Management

• Serve as the primary point of contact for a portfolio of business and individual clients
• Maintain strong client relationships and ensure the highest levels of client satisfaction
• Respond to client inquiries on reporting, strategy, taxes, and related matters
• Handle client tax notices (business and personal --- income, payroll, and other)

Tax Planning & Compliance

• Review clients' business and personal finances to identify opportunities and strategic tax recommendations
• Prepare and review business and individual tax returns
• Prepare personal and corporate tax planning documents and update payroll settings to reflect planning goals
• Create tax projections, scenario modeling, and other analyses in tax software
• Research federal and state income, payroll, and sales tax issues

Strategic Advisory

• Make recommendations on organizational structure and assist with entity formation as it relates to taxes
• Advise clients on compensation structures, retirement plans, and employee incentive structures
• Assist clients in identifying and navigating government programs and grant opportunities

Team Leadership

• Lead and mentor a tax team consisting of a senior tax manager and three tax accountants
• Develop and monitor KPIs to track team performance and ensure compliance with accounting standards and company policies
• Uphold quality control standards to guarantee the accuracy and integrity of all client deliverables

What We're Looking For

• CPA with 8 years of experience, the majority in public accounting serving a variety of clients
• Deep expertise in both personal and business taxes
• Comfortable managing client relationships independently and enjoys getting to know clients' businesses --- and the people behind them
• Passionate about helping entrepreneurs succeed
• Approachable and professional in all communications --- written and verbal
• Meticulous attention to detail; spelling errors and careless mistakes aren't in your vocabulary
• Proactive communicator who flags upcoming deadline risks well in advance
• A get-it-done attitude --- you follow through on commitments
• Up-to-date on the latest accounting rules, regulations, and guidelines (and genuinely interested in staying that way)
• Highly discreet; clients' privacy and sensitive information are always protected
• Comfortable working fully online across cloud-based applications and a variety of software tools
• Experience with at least one cloud-based accounting platform (Xero preferred; QBO, Sage, or NetSuite also considered)
• Experience with at least one major tax preparation software package
• Familiarity with project or practice management tools for tracking work and deadlines

Compensation & Benefits

• Salary range: $120,000 -- $180,000, commensurate with experience
• Performance-based bonus opportunities tied to goals and metrics
• Flexible schedule and work-from-anywhere setup
• Company benefit programs