Senior Tax Accountant, CPA or EA

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Oversee a portfolio of individual and business clients, including the preparation of Forms 1040, 1120-S, and 1065 along with the necessary state filings, ensuring accuracy and timely delivery.

• Offer bookkeeping and accounting assistance for urgent client issues during tax season, such as account reconciliations and making adjusting entries.

• Evaluate financial statements and bookkeeping tasks completed by junior staff, providing constructive feedback to minimize recurring mistakes.

• Assess tax returns prepared by junior team members.

• Conduct tax planning activities, which include year-end planning meetings and crafting written recommendations for relevant clients.

• Handle IRS and state notices from the initial communication to resolution, including managing installment agreements and seeking penalty abatements.

• Complete reviews within a 3-day timeframe and ensure returns are delivered to clients within 2 weeks.

• Mentor junior team members to help them identify planning opportunities.

• Manage an independent workload, proactively raise concerns before deadlines, and seek assistance early when needed.

• Collaborate directly with the firm’s founder and contribute to the firm’s growth strategy.

⛳️ Requirements

• A valid CPA or EA license in good standing.

• At least 4 to 6 years of accounting experience within a CPA firm.

• Extensive hands-on experience in tax planning and preparation.

• Strong technical accounting abilities, including a comprehensive understanding of adjusting entries and the production of precise financial statements.

• Expert-level knowledge of QuickBooks Online.

• Must reside in the United States.

• Availability during Eastern Time business core hours.

• Experience in client-facing roles is advantageous.

🏝️ Benefits

• Monthly health insurance stipend.

• Employer SIMPLE IRA contribution.

• Internet reimbursement.

• Budget for home office setup.

• Fully remote work environment.

• 10 days of paid time off in your first year, with an increase as you gain seniority.

• 7 paid holidays.

• Annual CE allowance.

• Direct mentorship from the firm’s owner.

• A collaborative, flat organizational structure with direct access to the owner.

• Access to modern cloud-based software and technology.