Principal CPA, Director of Client Accounting Services; CAS

Overview

Principal CPA, Director of Client Accounting Services (CAS) role at Revel CPA | The Creatives' CPA. This is a full-time, remote work role with opportunities to manage and lead a team.

We work to make the world of business and taxes come alive for creative individuals and organizations. We focus on staying ahead of technological changes and value professional development. We strive to be responsible corporate citizens and are committed to client excellence while celebrating our humanity.

• Setting, Communicating, and Implementing Team Goals:
  Create a clear vision and strategic objectives for the client delivery team, using EOS principles to keep everyone aligned and moving forward.
• Building a Positive, High-Performing Culture:
  Foster an environment within the Delivery Team where collaboration, inclusivity, and top-notch performance are the norm.
• Mentoring and Supporting the Team:
  Provide Senior Accountants with guidance, tools, and resources to lead their Pods, nurture client relationships, and help them grow in their roles.
• Nurturing Client Relationships and Service Excellence:
  Maintain high client satisfaction by building strong relationships, ensuring quality standards, and engaging in proactive, strategic conversations about clients’ financial health and growth.
• Measuring and Optimizing Performance:
  Use KPIs and other measures to track team performance, ensure compliance, and make data-driven decisions to maintain high-quality delivery.
• Continuously Improving Team Efficiency and Client Services:
  Seek ways to enhance team effectiveness, streamline workflows, and explore new services to support client growth.
• Staying Ahead of Industry Changes and Innovating:
  Stay informed about accounting rule updates and regulatory shifts, applying changes to keep the business compliant and capable of innovating for clients.

• You’ll be able to balance being approachable yet professional in communications—written and verbal
• You’re an avid student of the latest in accounting rules, regulations, and guidelines
• You’re a CPA with 8+ years of experience, the majority in public accounting serving a variety of clients
• You're passionate about developing and empowering teams through coaching and mentoring
• You’re comfortable in client-facing relationships and enjoy learning about clients’ businesses
• You’ll be detail-oriented, avoiding spelling errors or careless mistakes
• You’ll be an excellent communicator, proactively flagging upcoming deadlines
• You’re proficient with online, cloud-based applications and various software tools
• Your discretion is top-notch and client privacy is protected
• You have a proactive attitude and seek better ways to get work done
• You’re results-driven and ensure client deadlines are met and commitments followed through
• You have experience with at least one cloud-based accounting platform (preferably Xero, or QBO, Sage, Net Suite, etc.)
• You’ve used project management, task management, or practice management tools to track work and log progress

Joining our team comes with outstanding benefits. You’ll have a flexible schedule, be able to work-from-anywhere, 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. We also provide perks like a complimentary Peloton membership and generous paid time off (PTO).

• Director

• Full-time

• Accounting/Auditing and Finance

• Accounting