Principal CPA, Director of Tax (US - Remote)

Revel CPA•Charlotte, NC

12h•$120,000 - $180,000•Remote

About The Position

This company aims to simplify the world of business and taxes for creative individuals and organizations, allowing owners to feel secure in their financial management. The team prioritizes technological advancement and professional development, striving to be responsible corporate citizens and engaging with political and social issues. They foster a fun and human-centric work environment while maintaining high standards of work quality. The company continuously seeks innovative methods, system improvements, and client strategies. The Principal role is for an experienced accountant who can fully manage client relationships, ensuring promised deliverables are met. This individual reviews client business and personal finances to identify opportunities and provide strategic tax recommendations. With expertise in both personal and business taxes, the Principal guides clients through complex tax landscapes, ensuring compliance and maximizing financial benefits. The role requires a deep understanding of client goals and a passion for supporting entrepreneurial success. This is a full-time, remote position with opportunities for team management.

Requirements

You’ll be able to balance being approachable yet professional in your communications—written and verbal
You’re an avid student of the latest in accounting rules, regulations, and guidelines—in fact, you geek out about it a little bit
You’re a CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients
You’re comfortable in client-facing relationships and enjoy getting to know our clients’ businesses (and them as people too!)
You’ll be detail-oriented, avoiding spelling errors or other careless mistakes in your work
You’ll be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about ahead of time
You’re super-comfortable working online, in cloud-based applications, and using a variety of software tools
Your discretion is top-notch; our clients’ privacy and sensitive information are always protected
You’ve got a proactive attitude and love finding new and better ways to help us get our work done well
You’re a get-it-done kind of person and will ensure client deadlines are met and that we’re following through on our commitments
You have experience with at least one type of cloud-based accounting platform (but could be QBO, Sage, Netsuite, etc)
You also have experience with one of the major tax prep software packages
And you’ve used some project management, task management, or practice management tool, so keeping track of your upcoming work and logging what you’ve done comes naturally to you

Nice To Haves

Experience with Xero cloud-based accounting platform

Responsibilities

Maintaining strong client relationships, ensuring the highest levels of client satisfaction, and establishing and upholding quality control standards to guarantee the accuracy and integrity of client deliverables
Leading and mentoring the tax team, including a senior tax manager and 3 tax accountants
Preparing personal and corporate tax planning documents and making updates to clients’ payroll settings to adjust for planning goals
Preparing and reviewing business and individual tax returns
Developing and monitoring key performance indicators (KPIs) to track team performance, make data-driven decisions, and ensure compliance with accounting standards, regulations, and company policies
Responding to client tax notices (business and personal, income, payroll, and other)
Creating tax projections, scenario modeling, and other analyses in our tax software
Research federal and state income, payroll, and sales tax issues
Responding to client inquiries regarding reporting, strategy, taxes, etc
Making recommendations to clients about organizational structure decisions and assisting with entity formation as it relates to taxes
Performing analysis and making recommendations about compensation structures, retirement plan structures, or employee incentive structures as they relate to taxes
Assisting clients with government programs/grant opportunities