Principal CPA, Director of Tax (US - Remote)
Principal Accountant
About the Role
We're looking for a seasoned accounting professional to join our team as a Principal. In this role, you'll own client relationships end-to-end — from strategic tax planning to compliance — and lead a small, high-performing team of tax professionals. This is a fully remote, full-time position with a flexible schedule and real opportunities to grow. If you're a CPA who geeks out on tax code, thrives in client-facing environments, and takes pride in delivering meticulous, deadline-driven work, we'd love to meet you.
What You'll Do
Client Relationship Management Serve as the primary point of contact for a portfolio of business and individual clients Maintain strong client relationships and ensure the highest levels of client satisfaction Respond to client inquiries on reporting, strategy, taxes, and related matters Handle client tax notices (business and personal — income, payroll, and other) Tax Planning & Compliance Review clients' business and personal finances to identify opportunities and strategic tax recommendations Prepare and review business and individual tax returns Prepare personal and corporate tax planning documents and update payroll settings to reflect planning goals Create tax projections, scenario modeling, and other analyses in tax software Research federal and state income, payroll, and sales tax issues Strategic Advisory Make recommendations on organizational structure and assist with entity formation as it relates to taxes Advise clients on compensation structures, retirement plans, and employee incentive structures Assist clients in identifying and navigating government programs and grant opportunities Team Leadership Lead and mentor a tax team consisting of a senior tax manager and three tax accountants Develop and monitor KPIs to track team performance and ensure compliance with accounting standards and company policies Uphold quality control standards to guarantee the accuracy and integrity of all client deliverables
What We're Looking For
CPA with 8+ years of experience, the majority in public accounting serving a variety of clients Deep expertise in both personal and business taxes Comfortable managing client relationships independently and enjoys getting to know clients' businesses — and the people behind them Passionate about helping entrepreneurs succeed Approachable and professional in all communications — written and verbal Meticulous attention to detail; spelling errors and careless mistakes aren't in your vocabulary Proactive communicator who flags upcoming deadline risks well in advance A get-it-done attitude — you follow through on commitments Up-to-date on the latest accounting rules, regulations, and guidelines (and genuinely interested in staying that way) Highly discreet; clients' privacy and sensitive information are always protected Comfortable working fully online across cloud-based applications and a variety of software tools Experience with at least one cloud-based accounting platform (Xero preferred; QBO, Sage, or NetSuite also considered) Experience with at least one major tax preparation software package Familiarity with project or practice management tools for tracking work and deadlines Compensation & Benefits Salary range: $120,000 – $180,000, commensurate with experience Performance-based bonus opportunities tied to goals and metrics Flexible schedule and work-from-anywhere setup Company benefit programs Apply To This Job