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Revel CPA | The Creatives' CPA · 3 months ago

Principal CPA, Director of Client Accounting Services (CAS)

New Orleans, LA

Full-time

Onsite

Senior Level, Lead/Staff, Director/Executive

$110K/yr - $110K/yr

8+ years exp

Revel CPA is a firm dedicated to supporting creative individuals and organizations with their business and tax needs. The Principal CPA will manage client relationships, ensure service excellence, and lead a delivery team while fostering a positive culture and driving team performance.

AccountingConsultingFinancial Services

Responsibilities

Setting, Communicating, and Implementing Team Goals: Creating a clear vision and strategic objectives for the client delivery team, using EOS principles to keep everyone aligned and moving forward

Building a Positive, High-Performing Culture: Fostering an environment within the Delivery Team where collaboration, inclusivity, and top-notch performance are the norm

Mentoring and Supporting the Team: Providing Senior Accountants with the guidance, tools, and resources to effectively lead their Pods, nurture Client relationships, and help them grow in their roles

Nurturing Client Relationships and Service Excellence: Maintaining high client satisfaction by building strong relationships, maintaining quality standards, and having proactive, strategic conversations about clients' financial health and growth

Measuring and Optimizing Performance: Using KPIs and other measures to track team performance, ensure compliance, and make key data-driven decisions that keep us delivering at our best

Continuously Improving Team Efficiency and Client Services: Seeking ways to enhance team effectiveness and streamline workflows while exploring new services and strategies to elevate our clients' businesses and support their growth

Staying Ahead of Industry Changes and Innovating: Proactively staying on top of accounting rule updates and regulatory shifts, applying these changes to our business in ways that keep us compliant and open up new opportunities to innovate and add value for our clients

Qualification

CPACloud-based accountingClient relationship managementPerformance measurementAccounting regulationsTeam leadershipProactive attitudeProject management toolsCommunication skillsDetail-orientedMentoring

Required

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'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 passionate about developing and empowering teams thriving on coaching, mentoring, and helping each person reach their potential

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 (with the appropriate training of course)

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'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