Senior Tax Associate

Stouffer Legal; Maryland; Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement match

Generous PTO

Paid holidays

Tax-season policy for sanity

Job summary

Callow Consulting is seeking a Senior Tax Associate who will own complex work from day one. You will prepare and final-sign returns, represent clients before the IRS, and review others’ work while coaching teammates.

This 100% remote, U.S.-only role targets individuals with CPA credentials and strong experience in advanced tax planning for high-net-worth clients.

Qualifications

• Active CPA license
• 2+ years final sign-off authority on 1040s and small-business returns
• 3+ years preparing and/or reviewing 100+ returns annually
• Proven experience handling IRS notices, audits, or collections cases
• Ability to explain and defend tax positions
• No disciplinary history with the IRS

Responsibilities

• Prepare and final-sign complex 1040s, including multi-state returns, rentals, Schedule C, S-corporation, and partnership returns
• Perform final review on returns prepared by others and coach team members
• Identify proactive tax-planning opportunities (bunching, Roth conversions, entity selection, QBI optimization)
• Represent clients in IRS audits, collections matters, OICs, installment agreements, and penalty-abatement cases
• Work directly with high-net-worth individuals, business owners, trustees, and their attorneys
• Explain the ‘why’ behind tax positions, not just the ‘how’

Skills

Active CPA license

Final sign-off authority

Reviewing 100+ returns

IRS notices/audits experience

Explain tax positions

Job description

Callow Consulting | Baltimore–Washington Area (100% Remote — U.S.)

$100,000–$150,000 Salary + Bonus + Full Benefits | Full-Time

This Isn’t Your Typical Tax Job

Most tax roles feel like factories.

You’re one of 40 preparers. Everything is siloed. You rarely speak with clients. You’re buried in basic 1040s, and no one trusts you to final-sign anything complex until you’ve been there for seven years.

Tax season is brutal, the off-season is slow, and “tax planning” is something only the Partners get to do.

We do the opposite.

Callow Consulting is a growing, full-service CPA firm specializing in individuals, professionals, estates and trusts, and small businesses. We’re looking for a Senior Tax Associate who is ready to own complex work from day one.

You’ll have the authority to prepare and final-sign returns, represent clients before the IRS, review the work of others, and proactively identify tax-planning opportunities.

This is a true Senior role.

You won’t be micromanaged.

You’ll be trusted.

What You’ll Do

On a typical day, you will:

• Prepare and final-sign complex 1040s, including multi-state returns, rentals, Schedule C, S-corporation, and partnership returns
• Perform final review on returns prepared by others and coach team members
• Identify and execute proactive tax-planning opportunities, including:
• Bunching strategies
• Roth conversions
• Entity selection
• QBI optimization
• And other advanced planning strategies
• Represent clients in IRS audits, collections matters, Offers in Compromise (OIC), installment agreements, and penalty-abatement cases
• Work directly with high-net-worth individuals, business owners, trustees, and their attorneys
• Explain the “why” behind tax positions, not simply the “how”

What We Need

These are non-negotiable requirements:

• Active CPA license
• 2+ years of final sign-off authority on 1040s and small-business returns
• 3+ years preparing and/or reviewing 100+ returns annually, with full-cycle experience rather than seasonal-only preparation
• Proven experience personally handling IRS notices, audits, or collections cases
• Ability to confidently explain and defend the reasoning behind tax positions
• No disciplinary history with the IRS Office of Professional Responsibility
• $100,000–$150,000 base salary, based on proven experience and performance
• 100% remote — U.S. only
• Eastern or Central Time Zone
• Health, dental, and vision insurance
• Retirement plan with employer match
• Generous PTO
• Paid holidays
• A sanity-preserving tax-season policy
• Immediate start — we want you fully ramped before January

About Callow Consulting

Callow Consulting is a full-service accounting firm based in the Baltimore–Washington area. We provide high-quality tax and financial services to individuals, professionals, and small businesses, with expertise in estates and trusts.

We pride ourselves on creating a uniquely enjoyable and supportive work environment. We believe in work-life balance, invest in the professional development of our staff, and give our team the autonomy and trust they need to do their best work.

If you’re an experienced CPA who wants meaningful client relationships, challenging tax work, real authority, and a firm that trusts its senior professionals, we’d like to hear from you.