Principal CPA, Director of Tax (US - Remote)

Revel CPA•Indianapolis, IN

16h•Remote

About The Position

Revel CPA works to make the world of business and taxes come alive for creative individuals and organizations, aiming to provide peace of mind to business owners. The team focuses on technological advancements, professional development, and strives to be responsible corporate citizens, taking stands on political or social issues. They value fun, humanity, and impeccable work, constantly seeking improvements and new strategies for clients. As a Principal, you are an experienced accountant responsible for managing the entire client relationship. This involves ensuring promised deliverables are met, reviewing business and personal finances to identify opportunities, and providing strategic tax recommendations. With expertise in both personal and business taxes, you will guide clients through complex tax landscapes, ensuring compliance while maximizing financial opportunities. The role requires a deep connection to client goals and a passion for helping entrepreneurs succeed. This is a full-time, remote work role with opportunities to manage others.

Requirements

Ability to balance being approachable yet professional in communications—written and verbal
Avid student of the latest in accounting rules, regulations, and guidelines
CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients
Comfortable in client-facing relationships and enjoy getting to know clients’ businesses and them as people
Detail-oriented, avoiding spelling errors or other careless mistakes in work
Amazing communicator—making sure any soon-to-be missed deadlines are communicated about ahead of time
Super-comfortable working online, in cloud-based applications, and using a variety of software tools
Top-notch discretion; clients’ privacy and sensitive information are always protected
Proactive attitude and love finding new and better ways to help get work done well
A get-it-done kind of person who will ensure client deadlines are met and commitments are followed through on
Experience with at least one type of cloud-based accounting platform (could be QBO, Sage, Netsuite, etc)
Experience with one of the major tax prep software packages
Experience with a project management, task management, or practice management tool for tracking work and logging accomplishments

Nice To Haves

Experience with Xero (as a preferred 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