Experienced CPA or EA Tax Preparer - REMOTE

H&H Tax and Business Advisors; United States; Remote; USD 55,000 - 110,000; Full time

Benefits offered by this job

Revenue bonuses

Flexible hours

Remote work

Job summary

H&H Tax and Business Advisors is seeking a CPA/EA in a fully remote role to design and implement tax plans for individuals and businesses. You will collaborate with estate planning teams on charitable trusts and pension plans, and work with financial planners to prepare tax returns.

The position is a 1099 arrangement with hourly pay and a revenue share, offering flexible hours and potential long-term engagement. Strong communication and data-entry accuracy are essential for success.

Qualifications

• CPA or EA in good standing.
• 4-5 years of 1040, 1120, 1120s preparation experience; 1041 and 5227 are a plus.
• Technologically inclined; comfortable using online tools in a remote setup.
• Able to work within a team with proactive communication.
• Experience in data input and preparation of personal, small business tax and trust returns.
• Reliable home internet and ability to conduct client video conferences.

Responsibilities

• Design and implement tax plans for individuals and businesses.
• Collaborate with estate planning team on charitable trusts, family foundations, and pension plans.
• Work closely with financial planners to prepare and review tax returns.

Education

CPA or EA credential

Job description

This is a remote position. CPA - Tax Advisor Our fast-growing family office is looking for an individual with the desire to reach and learn more by working within a multi-disciplined financial office. This would be a 1099 position to begin with and would consist of an hourly agreement along with a revenue share of work completed. You would work when you wanted, control your time, and achieve work-life balance as long as client expectations are met. This position can be as big or as small as you want to commit to...

Your day could consist of

• Working within our financial planning team designing and implementing tax plans for both individuals and businesses
• Working within our estate planning team designing and working with Charitable Trusts, Family Foundations, and pension plans
• Working closely with our financial planners to prepare and review tax returns

Requirements

• CPA or EA in good standing
• 4-5 years of 1040, 1120, 1120s preparation experience, 1041's and 5227's are a plus if familiar.
• Technologically inclined, ability to use all online tools as opposed to paper as the position is remote.
• Ability to work within a team. Proactive in communication and response time.
• Experience in data input and preparation of personal, small business tax and trust returns.
• Reliable home internet.
• Ability to perform client video conference calls within a computer-safe and quiet area.
• Desire to grow and take on more responsibility

Benefits

• Revenue Bonuses and Share
• Possible long-term engagement as an independent contractor or W2 employee, dependent upon both parties' agreement and needs
• Flexible Work hours
• Additional income
• No administrative work other than data entry and team updates on status