Tax Senior

Doug Johnson CPA; United States; Remote; USD 68,000 - 83,000; Part time

Benefits offered by this job

SIMPLE IRA with 3% employer match

Reimbursements for CPE/CPA license

Job summary

Doug Johnson CPA in the United States is hiring a part-time Tax Senior to join a small, growing team that prioritizes rapid responsiveness and excellent client experience. The role offers fully remote work with flexible hours and a strong focus on work-life balance.

Start date planned for 12/14/26, and compensation includes base salary, bonus, and additional benefits. Ideal candidates have CPA/EA credentials, 3–5 years of tax preparation for individuals and small businesses, and comfort working

Qualifications

• Bachelor's degree and active CPA or EA license (or license pending) required.
• 3-5 years of experience preparing Forms 1040/1120S/1065/1120 end-to-end; ProConnect preferred.
• 3+ years small business bookkeeping (<$10M); QBO experience required.

Responsibilities

• Prepare individual and business tax returns of varying complexity (1040s, multi-state with equity comp, K-1s).
• Process extensions and compute related extension payments.
• Bookkeeping/GL work for larger clients and onboarding support.

Skills

Client communication

Written communication

Remote collaboration

Problem solving

AI literacy

Education

Bachelor's Degree

CPA or EA license

License pending

Tools

ProConnect

QBO

Zoom

Google Meet

Claude

Job description

I'm Doug Johnson, owner of Doug Johnson CPA. I'm looking for a part-time Tax Senior to join our small, growing team! Note: our planned start date is 12/14/26.

Doug Johnson CPA is a small, growing CPA firm that competes on responsiveness and an excellent client experience. The most common complaint we hear from clients is “I could never get ahold of my last CPA” - and that's the problem that we exist to solve. Quality work is table stakes - client experience is our North Star.

Before I get into the details of the role, I want to make one thing clear - this is a job where work-life balance is paramount. We work to live, and not the other way around. More than ever, most employers these days seem determined to squeeze the life out of their employees. I built this role to deliver the opposite experience - to be a job that doesn't burn you out, and that allows you to live a great, fulfilling life outside of work.

Please note that this job is for US applicants only.

OUR IDEAL CANDIDATE:

An experienced Tax Senior (with small business tax experience) looking for a stable yet stimulating role with top-tier work-life balance (WLB) and flexible off-season hours. You should be excited about working closely and directly with high earners and small businesses, and contributing to the client experience that makes the firm what it is!

EXPECTED HOURS:

• 40 hours / week during tax season (1/15 - 4/15), with a hard cap on hours to preserve WLB
• Outside of tax season, expected hours drop to 20 hours / week
• Target of ~1,275 hours / year

How do we plan to maintain the hard cap on hours, even during tax season? Great question. This year, we're implementing a return scheduling system, meaning we'll limit the flow of returns that enters our prep queue every week - allowing us to spread our workload out over the year and ensure we can actually maintain WLB during tax season.

COMPENSATION / BENEFITS:

• $75,000 base salary (paid evenly throughout the year - we're not prorating this down outside of tax season)
• 10% target bonus
• 15% of fees for all clients that you refer to the firm - for as long as they remain with the firm
• SIMPLE IRA with 3% employer match
• Reimbursements for CPEs / CPA license renewal
• Flexible / unlimited PTO + birthday off
• Fully remote (and always will be) w/flexibility around working hours - take that gym break in the middle of the day!

DAY-TO-DAY RESPONSIBILITIES:

• Preparing individual and business tax returns of a varying range of complexity, from simple 1040s to large multi-state business returns with equity comp, K-1s, etc.
• Processing extensions and calculating related required extension payments
• Bookkeeping / GL accounting work for larger / more complex bookkeeping clients, plus assistance with onboarding
• Managing client communication and responding to ad hoc client questions/outreach
• Thinking through and assisting with streamlining firm processes and workflows

QUALIFICATIONS:

• Bachelor's Degree + active CPA or EA license (or license pending) required
• 3-5 years of experience preparing Forms 1040/1120S/1065/1120 from end-to-end. Experience with ProConnect preferred.
• 3+ years of exposure to small business (<10M) bookkeeping, including an understanding of book-to-tax adjustments. Experience with QBO required.
• Experience working with remote colleagues (incl. offshore staff, as our Associate is based in Brazil)
• Extensive client-facing experience + clear written communication skills + comfortable with interfacing with clients via Zoom/Google Meet
• Ability to work in a self-directed fashion - solves problems independently vs waiting to be given assistance
• Intermediate+ level of fluency with Claude - we use AI daily for tax research, workpaper prep + organization, and bookkeeping workflows, and we expect our candidates to leverage AI as well to “supercharge” their abilities