US Tax Accountant

Elevate and Delegate; United States; Remote; USD 101,000 - 126,000; Full time

Benefits offered by this job

Fully remote position

Leadership opportunity

Exposure to CFO advisory, M&A work

Long-term career growth

Job summary

Financeroles, a boutique accounting and advisory firm, is seeking an experienced accounting professional to become a key leader within the firm. You will oversee client accounting, tax support, and team leadership for multiple engagements in a fully remote setup.

The role requires 5–7+ years in public or client accounting, proficiency with Drake Tax, TaxDome, and QuickBooks Online, and strong English communication. CPA candidate preferred; remote work nationwide.

Qualifications

• 5–7+ years of public accounting or client accounting experience.
• Experience with Drake Tax, and TaxDome required.
• Experience with QuickBooks Online is required.
• Strong bookkeeping and accounting fundamentals.
• Experience preparing business and/or individual tax returns.
• Ability to manage multiple clients simultaneously.
• Excellent attention to detail.
• Strong organizational and time-management skills.
• Excellent written and spoken English.
• Ability to work independently with minimal oversight.

Responsibilities

• Client Accounting: Manage bookkeeping for multiple client accounts; monthly reconciliations; prepare and review financial statements; maintain general ledger; ensure high-quality deliverables.
• Tax Support: Prepare and review business and individual tax returns; assist with planning and compliance; research issues; support clients during tax season.
• Team Leadership: Mentor and supervise junior staff; review work; improve workflows and documentation; help scale the accounting team; first escalation point for questions.
• Client Service: Communicate professionally; resolve issues; manage deadlines; deliver accurate work with minimal supervision.

Skills

Public accounting

Bookkeeping

Tax preparation

Client management

Independence

Attention to detail

Time management

English proficiency

Education

CPA or CPA candidate preferred

Tools

Drake Tax

TaxDome

QuickBooks Online

Job description

Pay: up to $2500

About Us

We are a boutique accounting and advisory firm serving small and mid-sized businesses with a combination of:

• Bookkeeping and accounting
• Tax preparation and compliance
• Fractional CFO services
• M&A and financial advisory

Our clients rely on us for accurate financial information and strategic advice. We're growing steadily and are looking for an experienced accounting professional who wants to become a key leader within the firm.

What You'll Do

Client Accounting

• Manage bookkeeping for multiple client accounts
• Perform monthly reconciliations and close processes
• Prepare and review financial statements
• Maintain accurate general ledger records
• Ensure high-quality client deliverables

Tax Support

• Prepare and review business and individual tax returns
• Assist with tax planning and compliance
• Research accounting and tax issues as needed
• Support clients throughout tax season

Team Leadership

• Mentor and supervise junior accounting staff
• Review work for accuracy and completeness
• Improve workflows, documentation, and quality control
• Help build and scale the accounting team over time
• Serve as the first point of escalation for accounting questions

Client Service

• Communicate professionally with clients
• Resolve accounting issues proactively
• Manage deadlines across multiple engagements
• Deliver consistent, accurate work with minimal supervision

Requirements

Required Qualifications

• 5–7+ years of public accounting or client accounting experience
• Experience with Drake Tax, and TaxDome required
• Experience with QuickBooks Online is required
• Strong bookkeeping and accounting fundamentals
• Experience preparing business and/or individual tax returns
• Ability to manage multiple clients simultaneously
• Excellent attention to detail
• Strong organizational and time-management skills
• Excellent written and spoken English
• Ability to work independently with minimal oversight

Qualifications

• CPA or CPA candidate preferred
• Experience working in a U.S. CPA firm
• Experience managing remote teams

Who Will Thrive in This Role

We're looking for someone who is:

• Highly reliable and dependable
• Proactive rather than reactive
• Comfortable taking ownership
• Calm under deadlines
• Detail-oriented without sacrificing efficiency
• Interested in growing into a long-term leadership position

What Success Looks Like

Within your first 6–12 months, you'll:

• Independently manage a portfolio of client accounts
• Deliver consistently accurate bookkeeping and tax work
• Require minimal oversight
• Begin supervising and developing junior accounting staff
• Help improve internal processes as the firm continues to grow

Why Join Us?

• Fully remote position
• Opportunity to build and lead a growing accounting team
• Exposure to bookkeeping, tax, CFO advisory, and M&A work
• Long-term career growth in a high-impact role
• Work directly with an experienced CPA and former Wall Street finance professional

Benefits

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
• Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.

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