Remote CPA/Tax Preparer

Job Title : Senior Tax Accountant

Job Type : Full-time

Tax Accountant – 5-7 years

Our integrated services, including accounting, tax, wealth advisory, and business brokerage create value for our clients and our team. Our focus is on delivering exceptional accounting and advisory solutions to create wealth while fostering strong, long-term relationships. As a Senior Tax Accountant at Keystone CPA, you’ll be integral to delivering tax preparation and strategic planning services to a diverse client base, including small and medium-sized businesses. In this role, you’ll ensure compliance with federal, state, and local tax regulations while identifying opportunities to optimize financial outcomes. As you grow, you’ll build your expertise to handle complex M&A work, positioning you as a trusted advisor who drives meaningful tax savings for our clients.

Tax Preparation : Assist in preparing and reviewing federal, state, and local tax returns for growing small and medium sized businesses and their owners.

Tax Planning : Support the development of tax strategies that maximize deductions and credits, optimizing clients’ financial situations. You will obtain a world class mastery of sophisticated tax strategies.

Engage with clients to understand their financial goals and tax strategies, providing personalized tax advice.

Compliance : Ensure accurate and timely filing of tax returns while adhering to all relevant regulations and guidelines.

Research : Stay current on changing tax laws and conduct research to provide clients with informed recommendations.

Team Collaboration : Work closely with the Keystone CPA team to deliver high-quality service and contribute to the firm’s growth.

Bachelor's degree in accounting, Finance, or a related field (required)

Master's Degree in Accounting or Taxation preferred, but not required.

Experience within a public accounting firm (required)

Experience within a large public accounting firm and/or advanced coursework in Tax Accounting, highly preferred.

Experience with tax forms such as 1040, 1120, 1120S, and 1065.

Proficiency with tax software (CCH Axcess or similar) is preferred

Remote Work Requirements:

At Keystone CPA, we are a remote-first firm and provide a company-issued laptop with all necessary software pre-installed for your work. Dedicated workspace for confidential conversations

• Two additional work monitors for increased productivity
• A professional virtual background to maintain a polished appearance during video calls

These tools will help ensure you can collaborate effectively and deliver excellent service to our clients from your remote workspace.

This time is for us to reconnect and review the firm's financial progress, including the transition to NetSuite, as well as any updates on market insights and recruiting efforts for the Controller role.

Health, dental, vision, and life insurance

• Remote work flexibility
• Professional development and growth opportunities

If you’re eager to contribute to a growing firm and make a meaningful impact in your career, apply to join the Keystone CPA team today!