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