Tax Accountant

This is a remote position.

Role Overview

We are seeking a knowledgeable and detail-oriented Tax Accountant (CPA or EA) to join our team on a part-time basis. This role focuses on delivering comprehensive tax services, financial reporting, and advisory support to a diverse range of clients. The ideal candidate will be proactive, analytical, and highly skilled in both tax compliance and strategic planning.

Part-time during the off-season and full-time during tax season. I may consider a full-time, year-round role depending on the individual’s skill set—particularly if they bring experience in tax strategy, tax planning, and advanced tax preparation.

Key Responsibilities

• Prepare and file tax returns for individuals, businesses, and organizations in accordance with federal and state regulations
  

• Develop and implement legal tax-saving strategies to help clients minimize their tax liabilities
  

• Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements
  

• Assist clients during audits by ensuring proper documentation and regulatory compliance
  

• Offer expert guidance on the tax implications of business activities, investments, and estate planning
  

• Stay current with changes in tax legislation to ensure clients remain fully compliant and well-informed
  

• Build and maintain strong client relationships by providing ongoing support and proactive tax advice
  

• Conduct in-depth research on complex tax matters and deliver clear, practical recommendations aligned with the latest regulations
  

Requirements

• Active Certified Public Accountant (CPA) license in the United States (preferred) or Enrolled Agent (EA) credential (acceptable)
  

• Proven experience in tax preparation for individuals, businesses, and organizations
  

• In-depth knowledge of federal and state tax laws and compliance requirements
  

• Demonstrated ability to develop legal tax planning strategies
  

• Experience preparing and analyzing comprehensive financial statements
  

• Familiarity with audit processes and the ability to support clients during tax authority reviews
  

• Strong consulting and advisory skills in business tax, investment planning, and estates
  

• Excellent communication and client management abilities
  

• Strong research and analytical skills to resolve complex tax issues
  

• Highly organized with a keen attention to detail
  

• Proficient in using tax preparation software and financial reporting tools
  

Additional Notes

• A CPA is preferred, but an experienced EA is also acceptable
  

• Tax preparers without EA or CPA credentials will not be considered
  

• While we may hire non-credentialed tax preparers in the future, our immediate priority is to onboard a CPA or EA who can take a lead role as the tax team is developed
  

• Open to hiring as a W-2 employee if needed
  

• HMO coverage available for eligible locations
  

• Permanent work-from-home setup
  

• Immediate hiring
  

• Steady freelance opportunity
  

• HMO Coverage for eligible locations
  
• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job