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 manager and 3 tax accountants
- Preparing personal and corporate tax planning documents and making updates to clients’ payroll settings to adjust for planning goals
- 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
Requirements
- 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
Benefits
- Flexible schedule
- Work-from-anywhere
- Participation in company benefit programs
Compensation
Compensation for this role starts at $120k-180k, with opportunities for bonuses based on goals and metrics.
Work Arrangement
Remote (Worldwide)
Additional Information
- This is a full-time, remote work role with opportunities to manage others.
- You’ll have a flexible schedule, be able to work-from-anywhere, and participate in company benefit programs.
- PS - If you'd prefer a part-time Tax CPA role, let us know in your application.
