Who We’re Looking For
We’re looking for a Tax Accountant to join our growing team.
This role is ideal for someone who enjoys helping small business owners understand their numbers, reduce their tax burden, and make informed financial decisions.
You’ll serve as the primary advisor for a portfolio of clients, working closely with our bookkeeping team, Staff Accountants, and Senior Staff Accountants to ensure clients receive accurate financial information, proactive tax planning, and high-quality tax preparation throughout the year.
This is a highly relationship-driven role that combines tax preparation, tax planning, financial analysis, and strategic advisory work.
If you enjoy building long-term client relationships and want to make a meaningful impact on the businesses you support, we’d love to meet you.
What You’ll Do
While your tasks will vary day to day, we have built-in, recurring deadlines that will need to be met. We keep routine, but avoid the mundane. You’ll serve as the primary advisor for a portfolio of small business clients. You’ll prepare tax returns, develop tax projections, identify tax-saving opportunities, and help clients understand the financial and tax implications of their business decisions. You’ll work closely with our accounting team to ensure clients receive accurate financial information, proactive tax planning, and practical guidance throughout the year.
Client Advisory & Relationship Management
- Serve as the primary advisor for a portfolio of small business clients
- Meet with clients throughout the year to discuss financial performance, tax projections, and planning opportunities
- Build long-term relationships with clients and become a trusted resource for business and tax questions
- Provide guidance on entity structure, retirement planning, estimated taxes, and other tax-saving opportunities
- Translate financial information into actionable recommendations for clients
- Collaborate with clients and internal team members to help businesses achieve their goals
Tax Planning & Tax Projections
- Prepare tax projections
- Identify proactive tax-saving opportunities throughout the year
- Assist clients with tax planning related to entity structure, retirement plans, accountable plans, and other tax strategies
- Monitor tax law changes and evaluate their impact on clients
- Perform tax research and communicate findings internally
Tax Preparation & Review
- Prepare individual and business income tax returns
- Review supporting documentation for completeness and accuracy
- Review bookkeeping and financial statements for tax readiness
- Coordinate with internal team members to gather information needed for tax preparation
- Ensure tax filings are accurate, timely, and complete
Accounting Oversight
- Review financial statements and supporting workpapers
- Assist with complex accounting issues and transactions
- Provide guidance to the accounting team regarding tax-sensitive accounting matters
- Collaborate with the team to support client accounts and ensure high-quality service delivery
- Assist with special projects and complex client situations as needed
Technology & Process Improvement
- Work with platforms such as Xero, QuickBooks Online, Gusto, Hubdoc, Shopify, Stripe, Square, Zapier, and other cloud-based applications
- Identify opportunities to improve client processes and internal efficiencies
- Assist with implementation of new technology and workflow improvements
What We’re Looking For
- CPA or EA license required
- 5+ years of accounting and tax experience
- Experience working with closely held businesses and pass-through entities
- Experience preparing individual and business tax returns
- Experience preparing tax projections and tax planning recommendations
- Strong understanding of small business taxation
- Strong understanding of financial statements and financial reporting
- Ability to explain complex tax concepts in a way clients can understand
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Experience managing client relationships
- Ability to manage multiple deadlines and priorities simultaneously
- Strong technology skills and willingness to learn new software
Bonus Points For
- Experience with Xero
- Experience with ProConnect
- Experience with e-commerce clients
- Experience with multi-state taxation
- Experience working in a remote accounting firm
Growth Opportunities
We believe in promoting from within whenever possible.
Many team members begin in bookkeeping-focused roles and continue growing into more advanced accounting and tax positions over time.
Potential career paths include:
- Bookkeeper
- Staff Accountant
- Senior Staff Accountant
- Accounting Manager
- Tax Accountant
- Senior Tax Accountant
- Tax Manager
If you’re looking for a place where you can continue learning and growing your accounting career, we’d love to meet you.
Compensation
Salary based on experience, credentials, and qualifications.
Benefits
- Flexible schedule
- PTO
- Summer Fridays outside of tax season
- 401(k) with company match
- QSEHRA
- Accountable plan reimbursement
- Company-paid Group Life Insurance
- Company-paid Short-Term Disability Insurance
- Advancement opportunities
- Fully remote work environment
Requirements
- Ability to pass a background check
- Reliable internet connection and home office environment
To Apply
If this sounds like the type of place you’ve been looking for, we’d love to hear from you! Click here.
