Overview
This role is for a Senior Tax Accountant with a fully remote accounting firm. You will serve as a trusted advisor to small business clients, balancing technical tax work with client relationship management and mentoring for the tax team.
- Employment type: Full-time
- Location: US Remote (Telecommute)
- Applicant location requirement: Applicants must be located in the United States.
Base salary: $85,000 - $95,000 per year (USD) — commensurate with experience and qualifications.
Responsibilities
- Serve as primary tax advisor for a portfolio of small business clients, meeting regularly to discuss financial performance, projections, and planning opportunities
- Advise clients on entity structure, retirement planning, estimated taxes, accountable plans, and other tax-saving strategies
- Prepare and review individual and business tax returns, projections, and supporting financial documentation for accuracy and completeness
- Conduct tax research, monitor tax law changes, and resolve complex tax notices or authority correspondence
- Act as a technical resource for tax questions across the firm
- Mentor Tax Accountants and Senior Staff Accountants; review work, provide feedback, and support onboarding and training
- Help improve tax department processes, workflows, and adoption of new technology (e.g., Xero, QuickBooks Online, Gusto, Hubdoc, Shopify, Stripe, Square, Zapier)
Requirements (Minimum Qualifications)
- CPA or EA license
- 7+ years of accounting and tax experience, including closely held businesses and pass-through entities
- Demonstrated experience preparing and reviewing individual and business tax returns and projections
- Strong understanding of small business taxation and financial statements
- Experience managing client relationships and mentoring or reviewing others’ work
- Strong analytical, written, and verbal communication skills
- Ability to manage multiple deadlines and adapt to new software tools
Preferred Qualifications
- Experience with Xero or ProConnect
- Experience with e-commerce or multi-state tax clients
- Experience working in a remote accounting firm
Compensation & Benefits
- Fully remote work with a flexible schedule and PTO (including Summer Fridays outside tax season)
- 401(k) with company match, QSEHRA, and accountable plan reimbursement
- Company-paid Group Life and Short-Term Disability insurance
- Clear internal career path (e.g., Tax Accountant → Senior Tax Accountant → Tax Manager)
Additional Requirements
- Requires passing a background check
- Requires having a reliable home office setup