Principal CPA, Director of Client Accounting Services (CAS)
Principal CPA, Director of Client Accounting Services (CAS)
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Job Description
We work to make the world of business and taxes come alive for creative individuals and organizations! If weve done our job these owners can breathe easy and sleep well at night knowing theyre 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 arent afraid to take a stand on political or social issues. And we try to have fun and celebrate our humanitywhile 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 to identify opportunities and strategic recommendations. Youre deeply connected to their goals (personally AND in their business) and passionate about helping entrepreneurs succeed!
This is a fulltime remote work role with opportunities to manage and lead a team. Typical weekly responsibilities include:
- Setting Communicating and Implementing Team Goals: Creating a clear vision and strategic objectives for the client delivery team using EOS principles to keep everyone aligned and moving forward.
- Building a Positive HighPerforming Culture: Fostering an environment within the Delivery Team where collaboration inclusivity and topnotch performance are the norm.
- Mentoring and Supporting the Team: Providing Senior Accountants with the guidance tools and resources to effectively lead their Pods nurture Client relationships and help them grow in their roles.
- Nurturing Client Relationships and Service Excellence: Maintaining high client satisfaction by building strong relationships maintaining quality standards and having proactive strategic conversations about clients financial health and growth.
- Measuring and Optimizing Performance: Using KPIs and other measures to track team performance ensure compliance and make key datadriven decisions that keep us delivering at our best.
- Continuously Improving Team Efficiency and Client Services: Seeking ways to enhance team effectiveness and streamline workflows while exploring new services and strategies to elevate our clients businesses and support their growth.
- Staying Ahead of Industry Changes and Innovating: Proactively staying on top of accounting rule updates and regulatory shifts applying these changes to our business in ways that keep us compliant and open up new opportunities to innovate and add value for our clients.
Youll have a flexible schedule be able to work from anywhere and participate in company benefit programs.
Qualities to Bring to This Position:
- Youll be able to balance being approachable yet professional in your communicationswritten and verbal
- Youre an avid student of the latest in accounting rules regulations and guidelinesin fact you geek out about it a little bit
- Youre a CPA with 8 years of experience the majority of which is in public accounting settings where you serve a variety of clients
- Youre passionate about developing and empowering teams thriving on coaching mentoring and helping each person reach their potential
- Youre comfortable in clientfacing relationships and enjoy getting to know our clients businesses (and them as people too!)
- Youll be detailoriented avoiding spelling errors or other careless mistakes in your work
- Youll be an amazing communicatormaking sure any soontobe missed deadlines are communicated about ahead of time
- Youre supercomfortable working online in cloudbased applications and using a variety of software tools (with the appropriate training of course)
- Your discretion is topnotch; our clients privacy and sensitive information are always protected
- Youve got a proactive attitude and love finding new and better ways to help us get our work done well
- Youre a getitdone kind of person and will ensure client deadlines are met and that were following through on our commitments
- You have experience with at least one type of cloudbased accounting platform (preferably Xero but could be QBO Sage Netsuite etc)
- And youve used some project management task management or practice management tool so keeping track of your upcoming work and logging what youve done comes naturally to you
Benefits & Perks:
Joining our team comes with outstanding benefits!
Youll have a flexible schedule and be able to workfromanywhere and participate in company benefit programs. Compensation starts at $110k with opportunities for bonuses based on goals and metrics.
We offer comprehensive healthcare dental plans and a robust 401(k) retirement savings program. Additionally we believe in enjoying life at and beyond work. Thats why we also provide fun perks like a complimentary Peloton membership and generous paid time off (PTO) to help you balance your work and personal life.
Thank you for considering the position. We hope youll be interested in joining the Revel CPA team!
Required Experience:
Director
Employment Type
Full-Time
