Job Openings

Tax Associate – Fully Remote

Work remotely, enjoy a flexible schedule, and share in the revenue.

• Prepare and review federal and state tax returns
• Analyze financial information and make tax planning recommendations
• Research tax regulations and develop strategies to minimize taxes
• Assist with tax inquiries
• Communicate with clients to ensure timely and accurate filing of returns
• Stay abreast of changes in tax laws and regulations

Requirements

Benefits

• Competitive compensation based on experience
• End-of-season bonus
• Friendly collaborative team
• Cutting edge processes
• Flexible schedule​

Accounting Manager – FULLY REMOTE

Work remotely, enjoy a flexible schedule, and share in the revenue. 

Now hiring U.S.-based accountant to manage full-cycle accounting, bookkeeping, payroll and sales tax services for 40-50 small business clients using Xero accounting software and associated applications. Manage bookkeeping and administrative team members, and client relationships and retention. Full-time position. Established family-owned firm, friendly collaborative staff, innovative best-in-class tech. 

Duties include:

• Manage staff to ensure timely and accurate bookkeeping, financial statements, payroll processing and sales tax filings for multiple small business clients in a variety of industries; review deliverables for quality, accuracy, and opportunities. 
• Act as primary contact for small business clients: help clients understand their financials and improve their operations to achieve better business outcomes; respond to their needs and inquiries in a timely, professional manner; get needed items from clients for the team to complete their responsibilities.
• Monitor clients’ financial positions throughout the year and partner with Tax Manager to implement strategies and tactics for clients to minimize tax liability. 
• Handle year-end processes including W2s and 1099s, ensure timely closing of books, and bridge accounting data over for preparation of tax return. 
• Oversee new client onboarding, including converting prior data to Xero and setting up proper work-flow processes for the firm and the client. 

Our ideal candidate has: 

• At least 3 years experience as a pubic accounting bookkeeper / account manager
• Bachelor’s degree in Accounting
• Experience managing people and projects with time-sensitive deadlines 
• Excellent customer service and communication skills
• Xero experience strongly preferred

Other Qualifications:

• Responsible, accountable, takes ownership and initiative.
• Can work independently, follow documented processes, and design sound workflow.
• Strong analytical skills, creative problem solving, and gets best outcomes for clients.
• Positive outlook, sense of humor, and team player.
• Strong computer skills and learns new technology easily. (We use GSuite and Zoom.)
• High-speed internet, Windows 10 or higher, and multiple monitors.

Competitive compensation, negotiable based on experience.

If you meet the above qualifications, apply here.

Tax Accountant – FULLY REMOTE

Work remotely, enjoy a flexible schedule, and share in the revenue. Now hiring U.S.-based tax accountant to prepare individual and entity tax returns, and perform tax reviews, tax projections, and tax planning for small business owners. Full-time (or overtime) during tax season; can be seasonal only, or part-time or full-time year-round, depending on your interests and skills. Established family-owned firm, friendly collaborative staff, innovative best-in-class tech.

Duties include:

1. Prepare individual (1040) and business entity (1120S/1065) tax returns for US-based clients (200-300 returns per year).
2. Recommend tax strategies and tactics for clients to achieve best outcomes.
3. Complete tax reviews, tax projections and tax planning for small businesses and their owners.
4. Help clients respond to correspondence from taxing authorities.

Our ideal candidate has:

• Been preparing taxes for at least the past 3 years
• Prepared several hundred returns, including business entity returns
• EA or CPA designation
• CCH Axcess Tax (or ProSystem fx) experience
• Bachelor’s degree in Accounting
• Tax planning experience

Other Qualifications:

• Up to date on current tax law.
• Can work independently, follow documented processes, and meet deadlines.
• Strong analytical skills, creative problem solving, and gets best outcomes for clients.
• Excellent customer service and communication skills.
• Responsible, accountable, takes ownership and initiative.
• Positive outlook, sense of humor, and team player.
• Strong computer skills and learns new technology easily. (We use GSuite and Zoom.)
• High-speed internet, Windows 10 or higher, and multiple monitors.

Competitive compensation, negotiable based on experience.

If you meet the above qualifications, apply here.

DUTIES:

1. Customer service (answer phones, schedule appointments, process payments, hand out tax returns)
2. Assemble tax returns
3. Process mail/FedEx
4. Scan documents
5. Use computer/software
6. Verify information
7. Other duties as assigned

QUALIFICATIONS:

1. Computer skills (Google Suite, Microsoft office, internet, email)
2. Learns new technology and software easily
3. Proficiency with office equipment (scanner, copier, phones, fax, postage machine)
4. Organized, task-focused, detail-oriented
5. Good interpersonal skills (friendly, courteous, pleasant)
6. Good verbal and written communication skills (spelling, grammar)
7. Can think on your feet, figure things out, and make sound decisions
8. Reliable,
9. responsible, prompt
10. Positive attitude
11. Professional appearance

HOURS:

• Negotiable. Tax Season office hours are Monday/Wednesday/Friday 9am-5pm. Tuesday and Thursday 9am-6pm. Saturday 9am-1pm. Work part-time, full-time, or overtime.

BENEFITS:

1. Friendly environment, business casual, great people, sense of humor welcome
2. Competitive hourly pay (starting rate up to $15 based on experience)
3. Potential end-of-tax-season performance bonus
4. On-the-job training
5. Free preparation of your personal tax return
6. Free beverages (coffee, soft drinks, water)

Interested, qualified applicants should apply here.