Job Description
About Us
We are a client-focused CPA advisory firm seeking an experienced tax professional to join our remote team. We offer a modern work environment with a strong emphasis on work-life balance and professional growth. Our firm specializes in providing comprehensive fractional CFO , and advisory services, focusing on building long-term client relationships.
Position Overview
We're seeking a dedicated P/T tax preparer with strong California tax expertise. While our tax volume is manageable, we prioritize exceptional client service and attention to detail. This role offers the perfect opportunity for a seasoned professional looking to join a forward-thinking firm that values both expertise and work-life balance.
Required Qualifications
Β EA or CPA certification (active and in good standing)
Β 3-5 years of tax preparation experience
Β Strong knowledge of California tax laws and regulations
Β Extensive experience with individual and business tax returns
Β Proven track record of excellent client service
Β Proficiency with cloud-based accounting applications (QBO, Proconnect, Karbon)
Β Strong organizational and time management skills
Β Excellent written and verbal communication abilities
Preferred Qualifications
Β Experience with remote work environments
Β Knowledge of current tax technology trends
Β History of maintaining client relationships
Β Background in paperless tax preparation
Compensation & Benefits
Β Competitive hourly rate: $30-$40, based on experience
Β 100% remote work opportunity
Β Home office reimbursement
Β Group retirement plan eligibility (after 90 days)
Β Tax season bonus
Β Flexible schedule
Essential Responsibilities
Β Prepare and review individual tax returns with high accuracy
Β Ensure compliance with California tax regulations
Β Maintain clear, proactive communication with clients
Β Collaborate effectively with team members remotely
Β Utilize cloud-based tax preparation software
Β Provide exceptional customer service
Β Meet all tax deadlines consistently
Β Stay current with tax law changes and updates
What We Offer
Β Fully remote work environment
Β Flexible scheduling options
Β Professional development opportunities
Β Supportive team atmosphere
Β Modern, cloud-based tools
Β Growth potential within the firm
Β Collaborative, non-bureaucratic environment
Application RequirementsRequired Documents
Β Detailed Resume
Β Cover Letter
Β LinkedIn Profile URL
Β Active EA/CPA license number
Job Type: Part-time
Pay: $30.00 - $40.00 per hour
Expected hours: 15 Β 20 per week
Benefits:
Β 401(k)
Β 401(k) matching
Β Flexible schedule
Β Paid time off
Β Professional development assistance
Β Retirement plan
Compensation Package:
Β Bonus opportunities
Β Hourly pay
Β Performance bonus
Application Question(s):
Β You have two hours left in your workday. You receive: an IRS notice requiring immediate response, a complex crypto tax question from your best client, and a California residency audit notification. What's your exact plan for the next 120 minutes?
Β You're working remotely and your internet goes down for 3 hours during tax season. What's your backup plan?
Β What's your process for reviewing your own work before submission?
License/Certification:
Β CPA or EA (Required)
Work Location: Remote
Apply Now