US Tax Accountant – Part-Time

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare and assess federal and state tax returns for individuals and small enterprises, including forms 1040, 1120/1120-S, 1065, and associated schedules.

• Ensure the accuracy and completeness of working papers and supporting documents prior to filing.

• Stay informed on updates to IRS and state tax regulations, applying them appropriately to client assignments.

• Identify opportunities for tax savings and proactive planning strategies related to entity structuring, deductions, credits, and the timing of income/expenses.

• Provide guidance to clients on the tax implications of business decisions, including entity elections, compensation structures, and retirement planning.

• Simplify complex tax concepts into clear, actionable advice for non-technical business owners.

• Review AI-assisted draft returns and workpapers for precision before client submission, highlighting errors or unique cases.

• Contribute practitioner insights to enhance Visory’s AI-driven workflow platform.

• Uphold professional standards in line with IRS Circular 230 and relevant state regulations.

• Engage in recruiter, hiring manager, technical/case, motivations and values interviews, and reference checks.

⛳️ Requirements

• CPA or Enrolled Agent (EA) certification is mandatory.

• A minimum of 3 years of experience in preparing U.S. individual and business tax returns.

• Proven experience in tax planning and advisory services.

• Comprehensive understanding of federal and multi-state tax regulations.

• Proficient in using cloud-based accounting and tax software, including QuickBooks and Xero.

• Exceptional written and verbal communication skills for direct interaction with clients.

• Experience working with small business or professional services clients with revenues between $1M and $10M (preferred).

• Prior experience in remote or contract/fractional positions (preferred).

• Interest in how AI is transforming accounting and compliance practices (preferred).

🏝️ Benefits

• Flexible, part-time engagement.

• Collaborate with an AI-driven platform that automates repetitive compliance tasks.

• Remote work arrangement.