Tax Accountant

About Us

We are a boutique accounting and advisory firm serving small and mid-sized businesses with a combination of:

• Bookkeeping and accounting
• Tax preparation and compliance
• Fractional CFO services
• M&A and financial advisory

Our clients rely on us for accurate financial information and strategic advice. We're growing steadily and are looking for an experienced accounting professional who wants to become a key leader within the firm.

What You'll DoClient Accounting

• Manage bookkeeping for multiple client accounts
• Perform monthly reconciliations and close processes
• Prepare and review financial statements
• Maintain accurate general ledger records
• Ensure high-quality client deliverables

Tax Support

• Prepare and review business and individual tax returns
• Assist with tax planning and compliance
• Research accounting and tax issues as needed
• Support clients throughout tax season

Team Leadership

• Mentor and supervise junior accounting staff
• Review work for accuracy and completeness
• Improve workflows, documentation, and quality control
• Help build and scale the accounting team over time
• Serve as the first point of escalation for accounting questions

Client Service

• Communicate professionally with clients
• Resolve accounting issues proactively
• Manage deadlines across multiple engagements
• Deliver consistent, accurate work with minimal supervision

Required Qualifications

• 5–7+ years of public accounting or client accounting experience
• Experience with Drake Tax, and TaxDome required
• Experience with QuickBooks Online is required
• Strong bookkeeping and accounting fundamentals
• Experience preparing business and/or individual tax returns
• Ability to manage multiple clients simultaneously
• Excellent attention to detail
• Strong organizational and time-management skills
• Excellent written and spoken English
• Ability to work independently with minimal oversight

Qualifications

• CPA or CPA candidate preferred
• Experience working in a U.S. CPA firm
• Experience managing remote teams

Who Will Thrive in This Role

We're looking for someone who is:

• Highly reliable and dependable
• Proactive rather than reactive
• Comfortable taking ownership
• Calm under deadlines
• Detail-oriented without sacrificing efficiency
• Interested in growing into a long-term leadership position

What Success Looks Like

Within your first 6–12 months, you'll:

• Independently manage a portfolio of client accounts
• Deliver consistently accurate bookkeeping and tax work
• Require minimal oversight
• Begin supervising and developing junior accounting staff
• Help improve internal processes as the firm continues to grow

Why Join Us

• Fully remote position
• Opportunity to build and lead a growing accounting team
• Exposure to bookkeeping, tax, CFO advisory, and M&A work
• Long-term career growth in a high-impact role
• Work directly with an experienced CPA and former Wall Street finance professional