Principal CPA, Director of Tax

19 hours ago

LA United States Revel CPA Full time
Revel CPA Principal CPA, Director of Tax Remote, Louisiana

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:

  1. 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
  2. Leading and mentoring the tax team, including a senior tax accountant and consultants
  3. Preparing personal and corporate tax planning documents and making updates to clients' payroll settings to adjust for planning goals
  4. Preparing and reviewing business and individual tax returns
  5. 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
  6. Responding to client tax notices (business and personal, income, payroll, and other)
  7. Creating tax projections, scenario modeling, and other analyses in our tax software
  8. Researching federal and state income, payroll, and sales tax issues
  9. Responding to client inquiries regarding reporting, strategy, taxes, etc.
  10. Making recommendations to clients about organizational structure decisions and assisting with entity formation as it relates to taxes
  11. Performing analysis and making recommendations about compensation structures, retirement plan structures, or employee incentive structures as they relate to taxes
  12. 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, with opportunities for bonuses based on goals and metrics.

Qualities to Bring to This Position:

  1. You'll be able to balance being approachable yet professional in your communications—written and verbal
  2. You're an avid student of the latest in accounting rules, regulations, and guidelines—in fact, you geek out about it a little bit
  3. 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
  4. You're comfortable in client-facing relationships and enjoy getting to know our clients' businesses (and them as people too)
  5. You'll be detail-oriented, avoiding spelling errors or other careless mistakes in your work
  6. You'll be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about ahead of time
  7. You're super-comfortable working online, in cloud-based applications, and using a variety of software tools
  8. Your discretion is top-notch; our clients' privacy and sensitive information are always protected
  9. You've got a proactive attitude and love finding new and better ways to help us get our work done well
  10. 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
  11. You have experience with at least one type of cloud-based accounting platform (preferably Xero, but could be QBO, Sage, Netsuite, etc)
  12. You also have experience with one of the major tax prep software packages
  13. 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

#J-18808-Ljbffr

  • Principal CPA, Director of Tax

    19 hours ago

    Nashville-Davidson, TN, United States REVEL CPA Full time

    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...

  • Tax Director

    19 hours ago

    Dayton, OH, United States Hammerman, Graf, Hughes & Co., Inc. Full time

    Tax Director / Tax Principal- Partner Track Hammerman, Graf, Hughes & Co., Inc. is a distinguished full-service CPA firm that has been a pillar of the Dayton, Ohio community for over 40 years. With a legacy of excellence and a forward-looking approach, our firm is poised for significant growth. We are seeking a dynamic and visionary leader to join our...

  • Tax Manager

    2 weeks ago

    Stamford, CT, United States Regional CPA firm Full time

    Regional CPA firm seeks Tax Manager / Sr. Tax Manager with High Net Worth experience. Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and...

  • Tax Manager

    3 weeks ago

    Bethesda, MD, United States Regional CPA firm Full time

    Regional CPA firm seeks Tax Manager with High Net Worth experience. All potential applicants are encouraged to scroll through and read the complete job description before applying. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns including federal and multi-state returns for C Corporations,...

  • Tax Manager

    7 days ago

    Providence, RI, United States Regional CPA firm Full time

    Regional CPA firm seeks Tax Manager with High Net Worth experience. The information below covers the role requirements, expected candidate experience, and accompanying qualifications. This position can be located in NY Metro and is hybrid. Responsibilities: Planning and managing multiple client engagements simultaneously. Reviewing complex tax returns...

  • Tax Manager

    4 weeks ago

    Albany, NY, United States Cpa firm Full time

    Regional CPA firm seeking to add a Tax Manager / Sr. Tax Manager to its staff. Have you got what it takes to succeed The following information should be read carefully by all candidates. Responsibilities: Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and...

  • Tax Administrator

    4 weeks ago

    New York, NY, United States Cpa firm Full time

    CPA firm hiring for a Tax Administrator. Are you the right applicant for this opportunity Find out by reading through the role overview below. Responsibilities: Perform budgeting and oversee scheduling of tax returns, including attending weekly firm admin scheduling meeting Scanning and collating a high-volume of multi-state tax returns Managing...

  • Tax Manager

    2 months ago

    New York City, NY, United States CPA firm Full time

    Regional CPA firm seeking to add a Tax Manager / Sr. Tax Manager to its staff.Responsibilities:Assume full responsibility for directing multiple engagements Provide clients with Tax Compliance, Research, Consulting for corporate, partnership and individual returnsP

  • Tax Manager

    6 days ago

    New York, NY, United States Cpa firm Full time

    CPA firm seeking a Tax Manager with Non-Profit expertise. Read all the information about this opportunity carefully, then use the application button below to send your CV and application. Responsibilities: Manage tax compliance, tax provision, and tax advisory services to health-care institutions, higher education institutions, private foundation and...

  • Tax Principal

    4 weeks ago

    Irvine, CA, United States UHY LLP, Certified Public Accountants Full time

    THE FOCUS IS YOU: We are looking to add a Tax Principal to help lead and facilitate both firm and client growth at the highest level, while showcasing the entrepreneurial spirit to maintain existing and establish new client relationships.The Principal is a firm leader who has mastered the skills and requirements of the manager role and has demonstrated a...

  • Tax Principal

    18 hours ago

    New York, NY, United States GCM Grosvenor Full time

    SUMMARY The Tax Principal role entails working closely with the Tax Executive and Managing Directors, other Tax team colleagues including other Tax Principals, and service providers to manage all tax aspects of the Private Markets business including private equity, co-investments, infrastructure, secondaries, and real estate. The Tax Principal may also...

  • Tax Principal

    19 hours ago

    Huntington Station, NY, United States Abacus Group, LLC Full time

    Our client is a public accounting firm. They seek a Tax Principal to join their Melville, NY office. Responsibilities Responsible for all engagements, staffing assignments, and workflow within the group Analyze financial data, draw reasonable conclusions, and make business decisions Communicate with all members of the firm to ensure clients are served...

  • CPA Tax Manager

    4 weeks ago

    Brookhaven, GA, United States King of Kings Firm LLC Full time

    Be a part of one of the fastest-growing accounting firms in the Greater Atlanta area. Our firm works solely with small business owners and high-net-worth individuals to properly plan for their taxes throughout the year and provide significant tax savings when we file their tax returns. We focus on maximizing their tax planning strategies that make the most...

  • Signing Director

    20 hours ago

    Atlanta, GA, United States CliftonLarsonAllen Full time

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,500 people, 130 U.S. locations, and a global reach, we promise to know you and...

  • CPA- Tax Manager

    20 hours ago

    Meridian, ID, United States Isler Group: Boise Full time

    Isler Group, LLC has an excellent opportunity for the right CPA! Our Firm is growing and we're looking for team members interested in an opportunity for growth. The Tax Manager will be responsible for managing client engagements and supervising team members. Clients will be privately held businesses and individuals. Experience with trust, estates or other...

  • Tax Manager/CPA

    3 weeks ago

    Hanover, MA, United States GPAC Full time

    A full-service accounting firm in Plymouth County, MA, is looking for an experienced CPA to join their team! We provide personalized services to small business owners, executives, and independent professionals. This position offers an entrepreneurial path with a clear trajectory toward firm ownership.Apply today to take the next step in your career!Tax...

  • Tax Manager/CPA

    2 weeks ago

    Hanover, MA, United States GPAC Full time

    A full-service accounting firm in Plymouth County, MA, is looking for an experienced CPA to join their team! We provide personalized services to small business owners, executives, and independent professionals. This position offers an entrepreneurial path with a clear trajectory toward firm ownership.Apply today to take the next step in your career!Tax...

  • Tax Manager

    19 hours ago

    Norton Shores, MI, United States Novotny CPA Group Full time

    Novotny CPA Group is a West Michigan based CPA practice with an opportunity for an experienced Public Accountant with at least 5 years of experience. The firm offers a full range of assurance, tax, advisory and compliance services for a wide variety of businesses and their owners. Duties include but are not limited to: Interaction with clients and other...

  • Tax CPA

    7 days ago

    Saint Paul, MN, United States Intuit Full time

    Overview Intuit is seeking Tax Experts for the upcoming tax season. Company Benefits: 401(k) savings plan with Intuit matching, paid sick leave, Intuit provided E&O insurance, employee stock purchase plan, employee assistance program, product discounts and free copy of TurboTax Live. As part of this position, you have the opportunity to work 100% remotely,...

  • Tax Associate, Manager/Principal- SALT

    18 hours ago

    New York, NY, United States The Eppolito Group, Inc. Full time

    Big 4 and large, regional CPA firms seeks SALT specialist to join their tax department. Description: Responsibilities of the position include, but are not limited to: Determining clients’ state and local tax burden through compliance and advisory services for C and S corporations and partnerships. Handling day to day SALT needs for clients....