Principal CPA, Director of Client Accounting Services (CAS) at Default Portal

We work to make the world of business and taxes come alive for creative individuals and organizations! If we’ve done our job, these owners can breathe easy and sleep well at night knowing they’re 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 aren’t afraid to take a stand on political or social issues. And we try to have fun and celebrate our humanity—while 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. You’re deeply connected to their goals (personally AND in their business) and passionate about helping entrepreneurs succeed!

This is a full-time, 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, High-Performing Culture: Fostering an environment within the Delivery Team where collaboration, inclusivity, and top-notch 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 data-driven 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.

  You’ll have a flexible schedule, be able to work from anywhere, and participate in company benefit programs.

Qualities to Bring to This Position:

• You’ll be able to balance being approachable yet professional in your communications—written and verbal
• You’re an avid student of the latest in accounting rules, regulations, and guidelines—in fact, you geek out about it a little bit
• You’re a CPA with 8+ years of experience, the majority of which is in public accounting settings where you serve a variety of clients
• You're passionate about developing and empowering teams thriving on coaching, mentoring, and helping each person reach their potential
• You’re comfortable in client-facing relationships and enjoy getting to know our clients’ businesses (and them as people too!)
• You’ll be detail-oriented, avoiding spelling errors or other careless mistakes in your work
• You’ll be an amazing communicator—making sure any soon-to-be missed deadlines are communicated about ahead of time
• You’re super-comfortable working online, in cloud-based applications, and using a variety of software tools (with the appropriate training of course)
• Your discretion is top-notch; our clients’ privacy and sensitive information are always protected
• You’ve got a proactive attitude, and love finding new and better ways to help us get our work done well
• You’re a get-it-done kind of person, and will ensure client deadlines are met and that we’re following through on our commitments
• You have experience with at least one type of cloud-based accounting platform (preferably Xero, but could be QBO, Sage, Netsuite, etc)
• And you’ve used some project management, task management, or practice management tool, so keeping track of your upcoming work and logging what you’ve done comes naturally to you

Benefits & Perks:

Joining our team comes with outstanding benefits!

You’ll have a flexible schedule and be able to work-from-anywhere, and participate in company benefit programs. Compensation starts at $130k 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. That's 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 you’ll be interested in joining the Revel CPA team!