Principal CPA, Director of Tax Position Available In Wake, North Carolina

Job Description:

We work to make the world of business and taxes come alive forcreative individuals and organizations! If we’ve done our job,these owners can breathe easy and sleep well at night knowingthey’re in good hands. As a team, we focus on staying ahead oftechnological changes and value professional development. We try tobe responsible corporate citizens and aren’t afraid to take a standon political or social issues. And we try to have fun and celebrateour humanity-while doing impeccable work, of course. We are alwayslooking for new ways of doing things, improvements to our systems,and strategies to help our clients. Are you ready to revel in ourgrowth while helping thousands of creative entrepreneurs along theway?

As a Principal, you are an experienced accountant capable ofmanaging the client relationship in its entirety. You ensure wedeliver what we promise and review their business and personalfinances to identify opportunities and strategic taxrecommendations. With expertise in both personal and businesstaxes, you help clients navigate complex tax landscapes, ensuringcompliance while maximizing financial opportunities. You’re deeplyconnected to their goals and passionate about helping entrepreneurssucceed! This is a full-time, remote work role with opportunities to manageothers.

Typical weekly responsibilities include:

Maintaining strong client relationships, ensuring the highestlevels of client satisfaction, and establishing and upholdingquality control standards to guarantee the accuracy and integrityof client deliverables Leading and mentoring the tax team, including a senior taxaccountant and consultants Preparing personal and corporate tax planning documents andmaking updates to clients’ payroll settings to adjust for planninggoal Preparing and reviewing business and individual taxreturns Developing and monitoring key performance indicators (KPIs) totrack team performance, make data-driven decisions, and ensurecompliance with accounting standards, regulations, and companypolicies Responding to client tax notices (business and personal,income, payroll, and other) Creating tax projections, scenario modeling, and other analysesin our tax software Research federal and state income, payroll, and sales taxissues Responding to client inquiries regarding reporting, strategy,taxes, etc Making recommendations to clients about organizationalstructure decisions and assisting with entity formation as itrelates to taxes Performing analysis and making recommendations aboutcompensation structures, retirement plan structures, or employeeincentive structures as they relate to taxes Assisting clients with government programs/grantopportunitiesYou’ll have a flexible schedule, be able towork-from-anywhere, and participate in company benefit programs.

Compensation for this role starts at $120k, with opportunities forbonuses based on goals and metrics.

Qualities to Bring to

ThisPosition:

You’ll be able to balance being approachable yet professionalin 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 littlebit You’re a CPA with 8+ years of experience, the majority of whichis in public accounting settings where you serve a variety ofclients You’re comfortable in client-facing relationships and enjoygetting to know our clients’ businesses (and them as peopletoo!) You’ll be detail-oriented, avoiding spelling errors or othercareless mistakes in your work You’ll be an amazing communicator-making sure any soon-to-bemissed deadlines are communicated about ahead of time You’re super-comfortable working online, in cloud-basedapplications, and using a variety of software tools Your discretion is top-notch; our clients’ privacy andsensitive information are always protected You’ve got a proactive attitude and love finding new and betterways to help us get our work done well You’re a get-it-done kind of person and will ensure clientdeadlines are met and that we’re following through on ourcommitments You have experience with at least one type of cloud-basedaccounting platform (preferably Xero, but could be QBO, Sage,Netsuite, etc) You also have experience with one of the major tax prepsoftware packages And you’ve used some project management, task management, orpractice management tool, so keeping track of your upcoming workand logging what you’ve done comes naturally to youThank you forconsidering the position and hope you’ll be interested in joiningthe Revel CPA team! #J-18808-Ljbffr