Remote Senior Tax Accountant / Tax Advisor (CPA or EA)

Overview

This fully remote role is for a Senior Tax Accountant / Tax Advisor supporting individual and business clients with tax compliance, planning, and resolution services. The position involves working closely with the firm’s founder and helping develop junior team members as the organization continues to expand from a compliance-focused practice into integrated tax and financial planning.

Responsibilities

• Manage a book of individual and business clients, including accurate and timely preparation of Forms 1040, 1120-S, and 1065 and related state filings
• Provide bookkeeping and accounting support for urgent client matters during tax season, including account reconciliations and adjusting entries so returns can be prepared on schedule
• Review financial statements and bookkeeping work prepared by junior staff and provide clear feedback to prevent recurring errors
• Review tax returns prepared by junior team members
• Deliver tax planning for clients, including a year-end planning meeting with each applicable client and written recommendations they can act upon
• Manage IRS and state notices from initial correspondence through resolution, including installment agreements and penalty abatements
• Complete reviews within 3 days and deliver returns to clients within 2 weeks
• Coach junior team members to identify planning opportunities as they prepare returns
• Maintain an active pipeline, raise concerns ahead of deadlines, and request support early

Qualifications and Requirements

• Active CPA or EA license in good standing
• Minimum of 4 to 6 years of accounting experience within a CPA firm
• Strong, hands-on experience in tax planning and tax preparation
• Strong technical accounting skills, including thorough understanding of adjusting entries and preparation of accurate financial statements
• Expert-level proficiency in QuickBooks Online
• Must be located in the United States
• Available during Eastern Time business core hours
• Client-facing experience is a plus

Compensation & Benefits

• Base salary: $80,000 to $100,000 per year (USD), commensurate with experience
• Monthly health insurance stipend
• Employer SIMPLE IRA contribution
• Internet reimbursement and a home office setup budget
• Fully remote work
• 10 days of paid time off in your first year, increasing with seniority
• 7 paid holidays
• Annual CE allowance

Location

• Fully remote
• Must be located in the United States
• Available during Eastern Time business core hours

Work Schedule

• Busy season (January through April, plus extension deadlines) is demanding, with planning to help keep hours sustainable