US Tax Accountant (Part Time)

Overview

This part-time role supports a US tax practice, delivering both tax filing and proactive tax strategy for a US customer base. You’ll prepare and review individual and business returns while advising clients on forward-looking tax planning to help small and medium business owners keep more of what they earn—not just remain compliant.

Responsibilities

Tax Filing & Compliance

• Prepare and review federal and state tax returns for individuals and small businesses, including: 1040, 1120/1120-S, 1065, and related schedules
• Ensure working papers and supporting documentation are complete and accurate prior to filing
• Stay current on IRS and state tax law changes and apply them correctly across client work

Tax Strategy & Advisory

• Identify tax-saving opportunities and proactive planning strategies across entity structuring, deductions, credits, and timing of income/expenses
• Advise clients on the tax implications of business decisions such as entity election, compensation structuring, and retirement planning
• Translate complex tax concepts into clear, actionable guidance for non-technical business owners

Quality & Platform Collaboration

• Review AI-assisted draft returns and workpapers for accuracy before client delivery, flagging errors or edge cases
• Share practitioner feedback to help improve the AI-assisted workflow over time
• Maintain professional standards consistent with IRS Circular 230 and applicable state requirements

Qualifications & Experience

• CPA or Enrolled Agent (EA) required
• 3+ years of experience preparing US individual and business tax returns
• Demonstrated experience in tax planning/advisory work, not just filing
• Strong working knowledge of federal and multi-state tax rules
• Comfortable working with cloud-based accounting and tax software (e.g., QuickBooks, Xero)
• Excellent written and verbal communication skills for direct client interaction

Preferred Qualifications

• Experience serving small business or professional services clients ($1M–$10M revenue range)
• Prior remote or contract/fractional work experience
• Curiosity about how AI is changing accounting and compliance work

Compensation & Benefits

• Part-time engagement (flexible)

Location

• US-based role supporting clients in the United States

Interview Process

• Recruiter screen
• Hiring manager interview
• Technical interview/case based on real scenarios
• Motivations & values interview with cross-functional team members

Reference checks may be completed during the process before an offer. An informal coffee chat (in person or virtual) may be included before the formal steps.