Tax Accountant, Advisory, CPA or EA

Accountingfly; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Join a tech-forward accounting practice as a REMOTE Tax Accountant, Advisor, where your expertise will help business owners and high net worth individuals navigate their accounting and tax needs. This innovative firm offers a dynamic environment that encourages independent thinking and problem-solving. With a strong focus on client management, you'll deliver exceptional service while utilizing a modern tech stack. If you're passionate about accounting and eager to grow in your career, this opportunity is perfect for you!

Benefits

Remote work

Strong incentive compensation

Generous and flexible PTO

Great tech stack

Qualifications

• 7+ years of experience in preparing individual & business tax returns.
• Experience managing clients and signing off on returns.

Responsibilities

• Manage a book of business including complex individual and business clients.
• Evaluate client situations and propose tax strategies.

Skills

Client Management

Communication Skills

Problem Solving

Tech Savviness

Education

Bachelor’s Degree in Accounting

Master’s Degree in Accounting

CPA/EA Certification

Tools

Lacerte

UltraTax

QuickBooks Online (QBO)

Slack

GSuite

Karbon

Job description

Our client,a tech-forward accounting practice focused on delivering accounting, tax, and planning services for business owners & high net worth individuals is looking for a REMOTE Tax Accountant, Advisor to join their team.

Job Type:

*Must have CPA firm experience
Full time, W2
Location: REMOTE within the US
Compensation: $80,000-$100,000 (base comp plus variable component connected to billings managed)

Ideal Candidate:

• You have experience managing the client, end-to-end, and signing off on returns.
• You’re an independent thinker, tech-savvy, and a problem solver
• Strong communicator, comfortable on Zoom calls, and have the ability to deliver a ‘wow’ experience to clients.
• Passionate about accounting & tax, with a desire to continue learning and perfecting your craft.

Required Experience:

• Strong written and verbal communication skills
• Highly motivated, driven and proactive attitude
• Bachelor’s or Master’s degree in accounting.CPA/EA required
• 7+ years of experience preparing individual & business tax returns
• 5+ years of experience handling accounting for business clients
• Experience withLacerte preferred
• Experience with NY/NYC clients preferred

Tax Manager Role:

• Tax Preparation –You’ll manage a book of business including complex individual clients (high net worth, multi-state, rentals, equity, etc) and business clients (Sch C, S corp, C corp, LLCs)
• Tax Strategy & Planning –Must be able to evaluate a client’s situation and propose strategies to minimize current and future tax liabilities
• Client Onboarding– Working with new clients to clean up books and records, file back tax returns, and get current on accounting and tax responsibilities. Includes establishing and documenting custom procedures for each client to meet client needs and firm standards.

Benefits:

• Remote work
• Strong incentive compensation (eat what you kill)
• Great tech stacke (Slack, GSuite, Karbon, Lacerte/moving to UltraTax, QBO, etc.)
• Generous and flexible PTO

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