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!
This is a full-time, remote work role with opportunities to manage others. Typical weekly responsibilities include:
- 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
You'll have a flexible schedule, be able to work-from-anywhere, and participate in company benefit programs. Compensation for this role starts at $120k-180k, with opportunities for bonuses based on goals and metrics.
Qualities to Bring to This Position:
- 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 (preferably Xero, 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
PS - If you'd prefer a part-time Tax CPA role, let us know in your application.
