US Tax Accountant (Part-Time)

Overview

The organization is seeking an experienced US tax professional for a part-time role within its growing US tax practice. This position delivers both tax filing and proactive tax strategy work for a US customer base.

You will prepare and review individual and business tax returns, and also advise clients on forward-looking tax planning to help small and medium business owners keep more of what they earn—not only remain compliant.

This is a flexible, part-time engagement well-suited for a practitioner who wants meaningful client work without the overhead of maintaining a full book of business, and who is interested in working alongside an AI-enabled platform that helps handle repetitive compliance tasks so you can focus on judgment and client relationships.

Responsibilities

Tax Filing & Compliance

• Prepare and review federal and state tax returns for individuals and small businesses (1040, 1120/1120-S, 1065, and related schedules)
• Ensure accuracy and completeness of working papers and supporting documentation ahead of 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 for clients across entity structuring, deductions, credits, and timing of income/expenses
• Advise clients on the tax implications of business decisions (entity election, compensation structuring, retirement planning, etc.)
• 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
• Provide practitioner feedback to improve the organization’s AI-powered workflow platform over time
• Maintain professional standards consistent with IRS Circular 230 and applicable state requirements

Requirements

• 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

• Compensation and benefits details were not specified.

Location

• Part-time role supporting a US customer base
• Global team presence includes Australia, New Zealand, and the United States