Principal CPA, Director of Tax

Remote People

Principal Accountant leading a high-performing tax team, managing client relations and tax strategies for businesses and individuals in the USA.

Posted 4/29/2026full-timeRemote • 🇺🇸 United StatesLead💰 $120,000 - $180,000 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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)
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
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
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

Requirements

What you’ll need

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

Benefits

Comp & perks

Performance-based bonus opportunities tied to goals and metrics
Flexible schedule and work-from-anywhere setup
Company benefit programs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax preparationtax planningtax projectionsscenario modelingKPI developmentfinancial analysisorganizational structure recommendationsentity formationclient relationship managementpublic accounting

Soft Skills

client satisfactioncommunicationattention to detailproactive communicationleadershipmentoringprofessionalismapproachabilityget-it-done attitudediscretion

Certifications

CPA