EA/CPA Tax Accountant

We are seeking an experienced Tax Accountant to join our team in a full-time position. This role requires someone who can manage client relationships, provide proactive tax guidance, prepare accurate tax returns, and review clients’ financial records.

The ideal candidate is highly organized, responsive, and comfortable serving as the primary point of contact for approximately 40–50 clients.

Key Responsibilities

• Serve as the primary point of contact for approximately 40–50 clients.
• Build and maintain strong client relationships through timely, clear, and professional communication.
• Provide year-round tax advisory and tax planning services to clients.
• Prepare and review federal and state individual and business tax returns.
• Review clients’ bookkeeping records and financial statements for accuracy, completeness, and tax readiness.
• Identify bookkeeping issues and coordinate with the accounting team to resolve discrepancies.
• Review and approve tax returns before signing and filing.
• Respond to IRS and state tax notices and assist clients in resolving tax matters.
• Perform federal and state tax compliance reviews.
• Assist clients with IRS and state payment plans as needed.
• Prepare, review, and file 1099 forms, payroll tax returns, and sales tax returns.
• Handle payroll tax notices, registrations, and other compliance matters.
• Monitor client deadlines, outstanding documents, filings, and follow-up items.
• Provide technical tax guidance and support to the internal tax and accounting team.
• Maintain accurate client records and documentation.
• Follow internal procedures and consistently meet filing and client service deadlines.
• Participate in team meetings and provide timely updates on client matters.

Qualifications

• An active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential is required.
• Previous experience working with a U.S.-based tax or accounting firm is required.
• Strong experience in preparing and reviewing individual and business tax returns.
• Experience providing tax advisory and planning services.
• Strong knowledge of federal and state tax laws, compliance requirements, notices, and payment plans.
• Ability to review bookkeeping records, financial statements, and supporting documentation.
• Strong knowledge of QuickBooks Online is required.
• Familiarity with payroll tax, sales tax, and 1099 filings.
• Experience with tax software such as Intuit ProSeries and TaxDome is required.
• Strong written and verbal communication skills.
• Comfortable communicating directly with clients and managing sensitive financial matters.
• Highly organized, responsive, detail-oriented, and capable of managing multiple clients and deadlines independently.
• Willing and able to work from the office as needed.
• Available to work overtime, especially during tax season.

Work Schedule

• Full-time position
• Monday through Friday, 10:00 AM–6:00 PM ET
• Must be available to work additional hours and overtime as needed, particularly during tax season and major filing deadlines.

Pay: $75,000.00 - $85,000.00 per year

Experience:

• Bookkeeping: 5 years (Required)
• QuickBooks: 5 years (Preferred)
• ProSeries: 3 years (Preferred)
• Tax/Accounting: 5 years (Required)

License/Certification:

• CPA or EA (Required)

Work Location: Remote