Tax Director / Tax Principal | Advisory-Focused Virtual CPA Firm
Tax Director / Tax Principal | Advisory-Focused Virtual CPA Firm
Fully Remote | $180K-$250K+ Base + Bonus
We're partnering with a rapidly growing, fully remote CPA firm that is looking to add a Tax Director or Tax Principal to its leadership team.
This is a highly visible role designed for an experienced tax professional who enjoys operating beyond compliance and wants to play a meaningful role in client advisory, team leadership, technical review, and the continued evolution of a modern, cloud-based tax practice.
The firm serves a sophisticated client base consisting primarily of high-net-worth individuals, closely held businesses, real estate investors, and multi-entity ownership structures. With strong infrastructure, established processes, and a collaborative leadership team already in place, this opportunity is ideal for someone looking to make an impact without the bureaucracy often found in larger firms.
What You'll Be Responsible For
- Final review of complex individual, partnership, S-Corporation, and corporate tax returns
- Serving as a trusted advisor to business owners and high-net-worth clients on tax planning and strategic initiatives
- Leading client relationships throughout the year, not just during busy season
- Identifying tax-saving opportunities and providing proactive planning recommendations
- Mentoring and developing Managers, Seniors, and Staff accountants
- Assisting with department scalability, workflow improvements, and process optimization
- Providing technical guidance on complex tax matters and transactions
- Collaborating with firm leadership on growth initiatives and operational improvements
- Helping drive a client service model centered around responsiveness, advisory value, and long-term relationships
The Environment
- Fully remote
- Cloud-native operations
- UltraTax, QBO, TaxDome, Karbon, and modern technology stack
- Established administrative and tax support teams
- Strong client retention and referral-driven growth
- Collaborative leadership group with a long-term vision for the firm
- Advisory-focused culture rather than a volume-driven compliance environment
Background They're Seeking
- 10+ years of public accounting tax experience
- Current Tax Director, Tax Principal, Senior Tax Manager, or experienced Tax Manager ready for the next step
- Strong experience with HNW individuals, pass-through entities, partnerships, and multi-entity tax structures
- Demonstrated success managing client relationships and serving as a trusted advisor
- Experience reviewing complex tax returns and mentoring tax professionals
- Strong technical tax knowledge and research capabilities
- UltraTax experience strongly preferred
- CPA required
Compensation & Benefits
- Most opportunities falling in the $180K-$250K+ range depending on experience
- Performance bonus opportunities
- Fully remote within the U.S.
- Flexible PTO
- Strong long-term advancement opportunities
- Flexible start dates
If you're looking for an opportunity where you can have a seat at the table, work directly with clients on meaningful planning and advisory initiatives, and help shape the future of a growing virtual CPA firm, we'd be happy to provide additional details confidentially.
Please apply today or reach out directly:
Interviews are actively being scheduled.
#LI-LVL1