TAX Senior

About the Firm:

Our client is a fully remote, full-service accounting firm led by a husband-and-wife team with Big 4 experience. With a strong commitment to client service, team collaboration, and real work/life balance, the firm supports a growing portfolio of over 40 small to medium-sized business clients and more than 100 individual tax clients annually.

Clients span a wide range of industries, including crypto, e-commerce, interior design, influencers, and professional services . In addition to tax services, the firm provides ongoing bookkeeping, HR advisory, and consulting support .

This Tax Senior role is being added to support the firm’s Tax Manager by taking on a portion of the tax and bookkeeping review work — enabling better workload balance and ongoing client success.

Why Join This Firm?

• Fully Remote: Work from anywhere — no physical office.

• True Work-Life Balance: 40 hours/week , even during tax season.

• Collaborative, Values-Driven Team:
  You’ll work closely with:

  • The founding partners (a husband-and-wife team)

  • An experienced U.S.-based Tax Manager

  • A team of 7 skilled offshore accountants based in the Philippines

• Excellent Benefits:

  • 3 weeks PTO , 9 holidays , and 2 floating holidays

  • Medical & dental coverage

  • 401(k) with 100% match up to 3%

  • Monthly internet and cell phone reimbursement

  • Discretionary annual bonus based on firm and individual performance

Preferred Candidate Profile:

• Preference for candidates located in Central or Pacific time zones to support efficient collaboration with the offshore accounting team (based in the Philippines).

• Strong preference for those with prior experience in national accounting firms , including Big 4 or large regional firms .

Role Breakdown:

• 60% Tax Work

• 40% Bookkeeping Review & Oversight

Regular collaboration with the offshore team is part of this role. Occasional availability during early evenings (e.g., 6 PM PT) may be required for overlap with the Philippines team (9 AM local time), though flexibility is supported.

Responsibilities:

• Prepare federal and multi-state tax returns (1040, 1120-S, 1120-C, 1065, 1041)

• Deliver quarterly tax estimate projections and year-end planning

• Review and adjust QuickBooks Online financials for tax filings

• Oversee client document collection and organize workpapers

• Communicate proactively with clients

• Review and approve bookkeeping deliverables from the offshore team

• Post journal entries and assist with financial clean-up tasks

• Mentor and support junior staff or remote team members

• Research tax issues and develop repeatable internal guidance

• Proactively update firm leadership on client progress and any concerns

• Contribute to process and system improvements

Requirements:

• Minimum 3+ years of tax and accounting experience

• CPA preferred ; 4-year degree in Accounting required

• Experience with multi-state returns ; foreign tax compliance is a plus

• High proficiency with QuickBooks Online

• Strong project and deadline management skills

• Excellent verbal and written communication

• Comfort working in a fully remote, collaborative setting

• Ability to supervise and quality-check bookkeeping work

Bonus Points for Experience With:

• SurePrep

• UltraTax

• Planner CS

• Canopy

• Microsoft Excel