Principal CPA, Director of Tax

REVEL CPA; Chicago (IL); Remote; USD 120,000 - 135,000; Full time

Job summary

An innovative firm is seeking a Principal Accountant to join their dynamic team. This full-time, remote position offers an exciting opportunity to manage client relationships and lead a talented tax team. You will leverage your expertise in personal and business taxes to provide strategic recommendations and ensure compliance. With a focus on professional development and a flexible work environment, this role allows you to make a significant impact on creative entrepreneurs' financial success. If you're passionate about accounting and enjoy working with diverse clients, this position is perfect for you.

Benefits

Flexible Schedule

Work-from-Anywhere

Bonus Opportunities

Professional Development Programs

Qualifications

• 8+ years of public accounting experience with CPA certification.
• Expertise in tax planning and compliance for businesses and individuals.

Responsibilities

• Manage client relationships and ensure satisfaction with deliverables.
• Lead and mentor the tax team while preparing tax planning documents.

Skills

Client Relationship Management

Tax Planning

Communication Skills

Attention to Detail

Problem Solving

Leadership

Education

Certified Public Accountant (CPA)

Bachelor's Degree in Accounting or Finance

Tools

Xero

QuickBooks Online (QBO)

Tax Preparation Software

Project Management Tools

Job description

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

As a Principal, you are an experienced accountant capable of managing the client relationship in its entirety. You ensure we deliver what we promise and review their business and personal finances to identify opportunities and strategic tax recommendations. With expertise in both personal and business taxes, you help clients navigate complex tax landscapes, ensuring compliance while maximizing financial opportunities. You’re deeply connected to their goals and passionate about helping entrepreneurs succeed!

This is a full-time, remote work role with opportunities to manage others. Typical weekly responsibilities include:

• 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

You’ll have a flexible schedule, be able to work-from-anywhere, and participate in company benefit programs. Compensation for this role starts at $120k-135k, with opportunities for bonuses based on goals and metrics.

Qualities to Bring to This Position:

• 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 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

Thank you for considering the position and hope you’ll be interested in joining the Revel CPA team!