Certified Public Accountant (CPA)

Business Financial Group; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Flexible schedule

Strong administrative support

Opportunity for long-term relationships

Job summary

A financial services firm is seeking a Certified Public Accountant (CPA) to perform detailed reviews of tax returns, ensuring accuracy and compliance. This remote contractor role allows flexibility and primarily involves client interaction through virtual meetings. Candidates should have an active CPA license, 3–5 years of tax preparation experience, and strong communication skills. A supportive back-office team handles preparation tasks, allowing CPAs to focus on client guidance and review responsibilities, with compensation based on return complexity or hourly rates.

Qualifications

• Active CPA license in good standing.
• Minimum 3–5 years of recent hands-on tax preparation experience (individual and business returns).
• Strong knowledge of federal and state tax law.
• Experience reviewing returns prepared by tax team members.
• Active PTIN.
• Strong written and verbal communication skills.
• Comfort with virtual client meetings and remote collaboration tools.
• Preferred: experience in a public accounting firm or high-volume tax environment.
• Ability to interpret complex financial and tax data.
• Multi-state tax return review experience.
• Familiarity with tax planning concepts.

Responsibilities

• Perform detailed technical review of individual and business returns prepared by the back-office team.
• Conduct client meetings to address questions and provide explanations.
• Ensure compliance with PTIN and state licensing requirements.
• Identify errors, inconsistencies, or missing information and provide clear feedback for corrections.
• Ensure all required documentation is present and properly attached.
• Final Sign-Off: serve as the official signing tax preparer for approved returns.
• Maintain compliance with PTIN and state licensing requirements.
• Ensure ethical and professional responsibilities are met in accordance with AICPA standards and IRS Circular 230.
• Client Interaction: conduct scheduled client meetings (virtual) as required for the engagement.
• Walk clients through their completed returns, addressing questions and explaining tax positions.
• Provide high-level tax guidance within the context of the return.
• Collaborate with BFG’s Client Service team regarding follow-up requirements or additional client needs.
• Documentation & Communication: maintain timely communication with internal tax staff and management.
• Use BFG’s workflows, checklists, and review templates to ensure consistency.
• Document notes, recommendations, and required adjustments in our system.

Skills

Tax preparation experience

Strong written and verbal communication skills

Knowledge of federal and state tax law

Experience in client meetings

Education

Active CPA license

3–5 years of recent hands-on tax preparation experience

Job description

Overview

Position: Certified Public Accountant (CPA)

Engagement Type: Independent Contractor

Industry: Tax Preparation & Financial Services

Location: Remote (U.S.-Based)

Reports To: Tax Manager / Engagement Coordinator

About Us

Business Financial Group (BFG) provides high-quality tax preparation, planning, accounting, and advisory services supported by a skilled back-office team. Our goal is to deliver accurate tax compliance work while offering personal, trusted financial guidance to our clients. To support our growing client base, we are seeking experienced CPAs to join us as contract tax reviewers and client-facing advisors.

Position Overview

We are seeking licensed CPAs with strong individual and business tax preparation experience to perform final reviews of tax returns prepared by our back-office tax team. As the signing preparer, you will ensure accuracy, compliance, and completeness of all assigned returns. You will also conduct client meetings where required—primarily to address questions, provide explanations, and offer tax guidance within the scope of the engagement.

This is an excellent opportunity for CPAs seeking flexible contractor work, predictable workflows, and minimal data-entry preparation.

Responsibilities

• Tax Return Review: Perform detailed technical review of individual (Form 1040) and business returns (1120, 1120-S, 1065) prepared by BFG’s back-office team.
• Ensure accuracy of income, deductions, credits, and supporting schedules.
• Confirm compliance with current federal and state tax laws and regulations.
• Identify errors, inconsistencies, or missing information and provide clear feedback for corrections.
• Ensure all required documentation is present and properly attached.

• Final Sign-Off: Serve as the official signing tax preparer for approved returns.
• Maintain compliance with PTIN and state licensing requirements.
• Ensure ethical and professional responsibilities are met in accordance with AICPA standards and IRS Circular 230.

• Client Interaction: Conduct scheduled client meetings (virtual) as required for the engagement.
• Walk clients through their completed returns, addressing questions and explaining tax positions.
• Provide high-level tax guidance within the context of the return.
• Collaborate with BFG’s Client Service team regarding follow-up requirements or additional client needs.

• Documentation & Communication: Maintain timely communication with internal tax staff and management.
• Use BFG’s workflows, checklists, and review templates to ensure consistency.
• Document notes, recommendations, and required adjustments in our system.

Workload & Expectations

• Contractor, flexible schedule, remote work environment.
• Volume will vary seasonally (especially peak January–April).
• Compensation paid per return or hourly—based on complexity and agreement. Must be able to meet deadlines and maintain high accuracy standards.

Requirements

Qualifications

• Active CPA license in good standing.
• Minimum 3–5 years of recent hands-on tax preparation experience (individual and business returns).
• Strong knowledge of federal and state tax law.
• Experience reviewing returns prepared by tax team members.
• Active PTIN.
• Strong written and verbal communication skills.
• Comfort with virtual client meetings and remote collaboration tools.

• Preferred: Experience working in a public accounting firm or high-volume tax environment.
• Ability to interpret complex financial and tax data.
• Multi-state tax return review experience.
• Familiarity with tax planning concepts.

Benefits

• Our back-office team handles tax preparation and data entry—your focus is on review and client interaction.
• Streamlined workflows, strong administrative support, and reliable documentation.
• Flexible schedule that fits around your existing practice.
• Opportunity to build long-term contractor relationships with consistent seasonal volume.

Note: This description reflects the responsibilities and qualifications of the role as provided and does not include non-essential boilerplate or market listings.