Senior Tax Associate

Boyd Shoker PLLC; Seattle (WA); Remote; USD 39,000 - 55,000; Part time

Benefits offered by this job

Retirement plan with employer match

Two weeks paid time off for vacation &

Stipend for remote work setup

Referral program

Job summary

Boyd Shoker PLLC is a virtual CPA firm offering tax preparation, planning, and year-round support. We seek a Senior Tax Associate based in Washington State to prepare tax returns, communicate with clients, and help keep work moving through tax season. This remote role offers flexible hours and potential to transition to full-time as the firm grows.

You’ll work with experienced CPAs, review source documents, and manage deadlines while maintaining confidentiality in a small, remote team.

Qualifications

• 1+ year of tax preparation experience preferred.
• Experience with Form 1040, 1065, 1120 returns and related schedules.
• Accounting/finance background; relevant experience may substitute for formal education.
• Proficiency with Word, Excel, Outlook and PDF editing tools.
• Experience with tax software is a plus.

Responsibilities

• Prepare individual income tax returns (1040 and related schedules).
• Prepare pass-through tax returns (1065 & 1120-S).
• Prepare corporate tax returns (1120 & 1120-F).
• Review source documents for completeness and identify missing information.
• Organize and maintain electronic workpapers and supporting documentation.
• Escalate complex tax issues to senior staff as needed.

Skills

Remote work experience

Tax preparation

Time management

Education

Accounting/Finance background

Tools

Microsoft Office

PDF editing tools

CCH Axcess

TaxDome

QuickBooks

Job description

Boyd Shoker PLLC is a virtual CPA firm helping individuals and businesses with tax preparation, planning, and year-round support. Our work ranges from small business tax matters to cross-border taxation, estates, gifts, and trusts. We’re a small, collaborative team that values thoughtful client service, clear communication, and finding better ways to work.

About the Role

We’re looking for a Senior Tax Associate based in Washington State to prepare tax returns, communicate with clients, and help keep work moving through tax season. There is potential to transition to full-time as the firm grows. This remote role offers real flexibility to choose a schedule that works for you while meeting agreed deadlines and staying connected with the team. Whether you’re balancing family responsibilities, continuing your education, or looking for a part-time opportunity with room to grow, we’d love to hear from you.

Who Would Be a Good Fit?

You have hands‑on experience preparing tax returns independently, from reviewing source documents and identifying missing information to completing a return for CPA review. You bring an established foundation in tax preparation and want to continue building your knowledge with support from experienced CPAs.

This could be a great fit for a parent seeking flexibility, someone returning to the profession, or an experienced preparer who prefers part‑time work.

You’ll likely enjoy working with us if you:

• Have experience working remotely and staying organized without close supervision.
• Communicate clearly, ask questions, and keep teammates informed.
• Manage your time independently and follow through on deadlines.
• Are comfortable with technology and open to learning new tools.
• Take pride in accurate work and making the process easier for clients.
• Enjoy collaborating and sharing ideas for improving how things get done.

Why You’ll Enjoy Working Here

• A schedule that fits your life. Choose working hours that accommodate your other responsibilities, with coordination around deadlines and team needs.
• Work from home. Enjoy the convenience of a remote role based in Washington State.
• Room to keep learning. Build your tax knowledge while working closely with experienced CPAs.
• Opportunity to grow. Start part‑time, with the possibility of transitioning to full‑time as the firm grows.
• A team where you have a voice. Your questions, ideas, and contributions matter.

Anticipated Start Date:

January 4, 2027

Expected Hours:

Approximately 20-25 hours per week, with additional hours potentially available.

Compensation and Benefits

• $28-$40 per hour, depending on experience and qualifications
• Retirement plan with employer match
• Two weeks of paid time off for vacation and sick leave
• Stipend for remote work setup
• Referral program

What You’ll Do

• Prepare individual income tax returns (Form 1040 and related schedules)
• Prepare pass-through tax returns (Form 1065 & 1120-S)
• Prepare corporate tax returns (Form 1120 & 1120-F)
• Review source documents for completeness and identify missing information
• Organize and maintain electronic workpapers and supporting documentation
• Assist with client communication regarding document requests and missing information
• Escalate technical questions and complex tax issues to senior staff as needed
• Meet internal deadlines during tax season while maintaining accuracy and quality

Qualifications

• 1+ year of tax preparation experience preferred
• Experience preparing Form 1040, 1065, 1120 returns and related schedules
• Accounting, finance, or related educational background preferred; relevant experience may substitute for formal education
• Proficiency with Microsoft Office, including Word, Excel, and Outlook, and PDF editing tools
• Experience with CCH Axcess, TaxDome, QuickBooks, or similar software is a plus
• Ability to work independently and maintain confidentiality while collaborating effectively with a small remote team
• Reliable and self-motivated, with strong time management and problem-solving skills
• Reliable internet connection and a workspace suitable for confidential client work