Remote Staff Accountant / Tax Preparer

About GoalFusion

GoalFusion's mission is to deliver thoughtful, client-first advice through an integrated investment, tax, and planning team. We help clients align financial decisions to create clarity, confidence, and continuity across every stage of life.

Position Overview

GoalFusion Tax Consulting, LLC is seeking a detail-oriented and dependable Staff Accountant / Tax Preparer to support our growing client base. This hybrid position combines bookkeeping, accounting, and tax preparation for individuals and small businesses.

The ideal candidate has approximately 1–2 years of relevant experience, is proficient in QuickBooks Online, understands financial statements, and has experience preparing tax returns or a strong willingness to develop tax preparation skills. The employee will work directly with the firm's owner, a CPA, and have opportunities to expand their accounting and tax knowledge over time.

Key Responsibilities

Accounting and Bookkeeping

• Maintain accurate accounting records for multiple small-business clients using QuickBooks Online.
• Categorize transactions and reconcile bank accounts, credit cards, loans, and other balance sheet accounts.
• Prepare and review Profit and Loss statements, Balance Sheets, journal entries, and supporting schedules.
• Assist with month-end and year-end closing, bookkeeping cleanup, and catch-up projects.
• Investigate discrepancies and identify accounting issues requiring additional review.

Tax Preparation and Support

• Prepare individual income tax returns and, as qualified, small-business tax returns, including S corporations and partnerships.
• Organize and review client tax documents for completeness and accuracy.
• Enter tax return information into tax preparation software and research tax questions as needed.
• Assist with tax return workpapers, supporting calculations, and client follow-up for missing information.
• Identify potential tax issues and bring questions or complex matters to the CPA's attention.
• Assist with tax planning calculations and projections as experience and responsibilities develop.

Client and Firm Support

• Communicate professionally with clients to obtain accounting records and tax documentation.
• Manage multiple client assignments and deadlines, particularly during tax season.
• Maintain organized workpapers and protect confidential client information.
• Follow established procedures and contribute to improving accounting and tax workflows.

Required Qualifications

• Approximately 1–2 years of experience in accounting, bookkeeping, tax preparation, or a related role.
• Proficiency in QuickBooks Online.
• Understanding of basic accounting principles and the ability to read and interpret financial statements.
• Strong attention to detail, organizational skills, and problem-solving ability.
• Proficiency in Microsoft Excel and general computer applications.
• Ability to work independently, manage multiple deadlines, and communicate effectively in a remote environment.
• Willingness to learn and develop technical accounting and tax preparation skills.

Preferred Qualifications

• Associate's or bachelor's degree in accounting, finance, or a related field.
• Experience preparing individual income tax returns and familiarity with business tax returns.
• Experience using professional tax preparation software.
• QuickBooks Online ProAdvisor certification is a plus.
• CPA license, Enrolled Agent credential, or progress toward professional certification.

An accounting degree, CPA license, and Enrolled Agent credential are not required. Candidates with relevant practical experience and strong accounting fundamentals are encouraged to apply.

Schedule and Benefits

• Full-time remote position open to candidates located within the United States.
• General availability between 9:00 a.m. and 5:00 p.m. Central Time, with flexibility in daily scheduling.
• Annual salary of $50,000–$60,000, with potential for higher compensation based on qualifications and expanded responsibilities.
• Post busy season bonuses for both Spring and Fall (based on performance)
• Bonusses upon completion of exams towards either EA or CPA
• Paid time off.
• Simple IRA retirement plan with a 3% employer match after one year of employment, subject to plan terms.
• Opportunities for professional development and growth.

Ideal Candidate

The ideal candidate is dependable, detail-oriented, accountable, and committed to producing accurate work. They exercise sound judgment, communicate openly, and are comfortable asking questions when something does not look right.

We value professional integrity, collaboration, a willingness to learn, and the ability to adapt to changing priorities throughout the year. The successful candidate will take pride in delivering reliable accounting work and accurate tax returns while providing professional, responsive service to clients.

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Employee discount
• Flexible schedule
• License reimbursement
• On-the-job training
• Opportunities for advancement
• Paid sick time
• Paid time off
• Paid training
• Parental leave
• Retirement plan
• Work from home

Work Location: Remote