Principal CPA, Director of Tax (US - Remote)

Revel CPA•Atlanta, GA

1d•$120,000 - $180,000•Remote

About The Position

We work to make the world of business and taxes come alive for creative individuals and organizations! If we’ve done our job, these owners can breathe easy and sleep well at night knowing they’re in good hands. As a team, we focus on staying ahead of technological changes and value professional development. We try to be responsible corporate citizens and aren’t afraid to take a stand on political or social issues. And we try to have fun and celebrate our humanity—while doing impeccable work, of course. We are always looking for new ways of doing things, improvements to our systems, and strategies to help our clients. As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety. You ensure we deliver what we promise and review their business and personal finances to identify opportunities and strategic tax recommendations. With expertise in both personal and business taxes, you help clients navigate complex tax landscapes, ensuring compliance while maximizing financial opportunities. You’re deeply connected to their goals and passionate about helping entrepreneurs succeed!

Requirements

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

Preferably Xero for 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