Principal CPA, Director of Tax (US - Remote)

Revel CPA

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. The company focuses on staying ahead of technological changes, values professional development, and aims to be responsible corporate citizens. As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety. You ensure deliverables are met and review 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 are deeply connected to client goals and passionate about helping entrepreneurs succeed.

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 too!)
Detail-oriented, avoiding spelling errors or other careless mistakes in your 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 us get our work done well
A get-it-done kind of person and will ensure client deadlines are met and that we’re following through on our commitments
Experience with at least one type of cloud-based accounting platform (preferably Xero, but could be QBO, Sage, Netsuite, etc)
Experience with one of the major tax prep software packages
Experience with some project management, task management, or practice management tool, so keeping track of upcoming work and logging what’s been done comes naturally

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