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Revel CPA | The Creatives' CPA · 1 day ago

Principal CPA, Director of Tax

United States

Full-time

Remote

Senior Level, Lead/Staff

$120K/yr - $180K/yr

8+ years exp

Revel CPA is a firm dedicated to assisting creative individuals and organizations with their business and tax needs. The Principal CPA, Director of Tax, will manage client relationships, provide strategic tax recommendations, and lead a team to ensure compliance and 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

CPATax planningTax softwareCloud-based accountingPublic accounting experienceClient relationship managementProactive attitudeProject management toolsCommunication skillsDetail-oriented

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'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