Revel CPA | The Creatives' CPA · 2 days ago
Principal CPA, Director of Tax
United States
Full-time
Remote
Senior Level, Lead/Staff
$120K/yr - $120K/yr
8+ years expRevel CPA is a firm dedicated to helping creative individuals and organizations navigate the complexities of business and taxes. The Principal CPA, Director of Tax will manage client relationships, ensure compliance, and provide strategic tax recommendations to help clients maximize financial opportunities.
AccountingConsultingFinancial Services
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 accountant and consultants
Preparing personal and corporate tax planning documents and making updates to clients' payroll settings to adjust for planning goal
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
Qualification
Required
CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients
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 using some project management, task management, or practice management tool
Ability to balance being approachable yet professional in communications—written and verbal
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
Get-it-done kind of person and will ensure client deadlines are met and that commitments are followed through
Benefits
Flexible schedule
Work-from-anywhere
Participate in company benefit programs
Company
Revel CPA | The Creatives' CPA
We're a far cry from your parent's CPA.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Martin Kamenski
CEO
Jessica Cummings, PMP
Chief Operating Officer | Integrator
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