**This is a full-time independent contractor role. Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired.**
Do you enjoy preparing tax returns from start to finish, communicating directly with clients, and delivering clean, review-ready work with minimal supervision
Are you the type of tax professional who takes ownership, follows through on commitments, and proactively communicates before issues become problems
If you're looking for a long-term opportunity where your technical expertise, initiative, and client service mindset will make a meaningful impact, this opportunity may be the perfect fit for you
WHAT'S IN IT FOR YOU
- Competitive compensation package tailored to your experience and expertise;
- Discretionary Year-End Bonus
- Enjoy 22 PTO credits annually, covering vacation, sick leave, and holidays;
- Flexible remote work setup with an initial onboarding period involving increased overlap with the firm owner, transitioning to a long-term schedule with 7:00 AM–11:00 AM CST overlap;
- Company-provided work laptop for security and compliance;
- Secure a full-time role as an Independent Contractor, with no BPO involvement;
- Long-term career opportunity with a growing CPA firm;
- Work directly with the founder and play a key role in helping scale the business;
- Join a firm that values responsiveness, ownership, professionalism, and exceptional client service.
CLIENT BACKGROUND
Our client is a growing U.S.-based CPA firm providing tax, bookkeeping, and advisory services to small business owners, partnerships, S-Corporations, rental real estate investors, and individual taxpayers. Built on a foundation of responsiveness and strong client relationships, the firm prides itself on delivering high-quality service while maintaining a personalized experience for clients.
As the firm continues to grow, they are looking for a Senior Tax Accountant who can take ownership of tax engagements, communicate confidently with clients, and help create the operational capacity needed to support future growth.
DUTIES AND RESPONSIBILITIES:
- Prepare U.S. tax returns, including Forms 1040, 1065, 1120S, and occasional 1120 returns;
- Own tax engagements from document collection through review-ready completion;
- Analyze client documentation and identify missing information required to complete returns accurately;
- Communicate directly with clients regarding document requests, clarifications, and follow-up items;
- Prepare clean, organized, and review-ready workpapers;Track engagement status and manage deadlines effectively;
- Flag discrepancies, missing information, risks, and planning opportunities proactively;
- Manage workflow efficiently and provide timely updates to leadership regarding project status and review timelines;
- Assist with reviewing straightforward individual tax returns as needed;
- Support bookkeeping activities on a limited basis during non-peak tax periods;
- Contribute to process improvements, workflow efficiencies, and documentation best practices.
QUALIFICATIONS
- Bachelor's degree in Accountancy, Accounting, Finance, or a related field;
- Minimum of 3 years of U.S. tax preparation experience within a CPA firm or public accounting environment;
- Strong experience independently preparing Forms 1040, 1065, and 1120S tax returns;
- Ability to prepare review-ready tax returns with minimal supervision;
- Experience communicating directly with clients through email and client portals;
- Strong understanding of tax return workflows, supporting documentation, and workpaper preparation;
- Excellent written English communication skills;
- Highly organized with strong attention to detail;
- Comfortable managing multiple engagements and deadlines simultaneously;
- Ability to work independently in a fully remote environment.
NICE TO HAVES
- Experience using CCH Axcess;
- Experience using TaxDome;
- Experience reviewing simple individual tax returns;
- Exposure to bookkeeping and financial statement preparation;
- Experience working remotely for a U.S.-based CPA firm;
- Experience serving real estate clients;CPA, or equivalent professional designation.
ADDITIONAL REQUIREMENTS
- Reliable, stable and high-speed internet
- A dedicated, private workspace that is free from distractions, ensuring confidentiality and optimal focus on tasks.
DESCRIPTION OF IDEAL CANDIDATE
- Ownership-Oriented – You take responsibility for your work, follow through on commitments, and proactively drive tasks to completion without constant oversight.
- Proactive Communicator – You don't wait for problems to surface. You provide updates, ask clarifying questions, and ensure stakeholders stay informed throughout the process.
- Self-Sufficient & Resourceful – You take the initiative to research, troubleshoot, and explore solutions before escalating issues, while still knowing when to ask for help.
- Organized & Detail-Oriented – You maintain well-structured workpapers, manage multiple deadlines effectively, and consistently produce accurate work.
- Client-Focused – You understand that technical expertise and excellent client service go hand in hand. You communicate professionally and help create a positive client experience.
- Adaptable & Growth-Minded – You enjoy learning, improving processes, and growing alongside a firm that is actively building for the future.
- Reliable Team Player – You can be counted on to deliver high-quality work, support the team, and contribute to a collaborative working environment.
Are you the Senior Tax Accountant we're looking for
Apply now and become a key contributor in a growing CPA firm where your expertise, initiative, and ownership mindset will make a meaningful impact.
