Remote CPA/Tax Preparer

Job Description Tax Compliance Specialist

100% Remote Role | EST or CST Timezone Required

Our client is a strategic tax and advisory firm that works with SMB owners and high-net-worth individuals who want more from their tax team than a once-a-year return. Every return is treated as a reflection of the client's full financial picture - and the people doing that work are expected to think that way too.

They are adding a Tax Preparation Specialist to collaboratively manage an assigned client book, produce accurate individual and business returns, and help connect the dots between preparation and the planning opportunities that live inside every file. If you take ownership of your work, sweat the details, and want to be part of a team that actually cares about the quality of what goes out the door - keep reading.

Fully Remote | Time Zone: Eastern or Central | Busy Season Under 50 Hours!!

This is not a factory. Remote with structure. Fully remote but with consistent team interaction - virtual meetings, semiannual in-person conferences, and a team that expects you to be present and engaged.

• Certification investment. The firm pays bonuses for CPA ($2,000), EA ($1,500), MSA/MST completion ($2,500), and approved advanced CPE ($500). Employee health insurance is fully covered by the firm after 60 days. Independently manage assigned client files from document intake through completed return - start to finish. Prepare individual returns for small business owners and high-net-worth individuals with accuracy and attention to each client's specific facts and circumstances
• Review client-provided documents for completeness, spot inconsistencies, and follow up on missing or unclear information
• Identify potential planning opportunities during the preparation process and escalate them to the appropriate team member - entity structure, estimated tax needs, retirement planning, compensation, and similar issues
• Communicate clearly and professionally with clients on open items, return status, and document requests
• Stay current on tax law changes and IRS guidance - this is expected, not optional

1 or more years of experience in public accounting or tax preparation

• Solid individual return preparation experience - small business owners and high-net-worth individuals preferred
• Strong fundamentals in tax law and preparation - you know what you are doing and why
• Self-directed and accountable - fully remote means you own your deadlines and your quality
• Experience with QuickBooks, ProConnect, Corvee, ClickUp, or Excel. CPA, EA, or active progress toward either. Prior remote work experience in professional services.

It is not a fit for someone who needs a lot of direction or structure provided for them - ownership is the baseline expectation here

Health Insurance: 100% employee coverage, effective after 60 days

• Education Assistance: Up to $5,250 annually after one year, subject to approval
• Certification Bonuses: CPA $2,000 / EA $1,500 / MSA or MST $2,500 / Advanced CPE $500
• Fully remote, Eastern or Central time zone required
• In-Person Gatherings: Required virtual meetings and semiannual in-person conferences

If you are a tax professional who takes ownership of your work, cares about doing it right, and wants to be part of a firm that treats preparation as more than a transaction - reach out.