Tax Specialist (Full-Time | Fully Remote)

We’re a growing firm looking for a Tax Specialist who wants more ownership over their work than a traditional firm allows. This is a tax-first role with reputed company and client development responsibilities — you’ll handle returns end-to-end, work directly with clients, help bring in new business, and have reputed company input into how the firm operates. reputed company offer now

• Fully remote — U.S.-based, work from reputed company
• Paid time off
• Flexible scheduling — we manage to output, not hours
• Direct involvement — small team, your input reputed company
• reputed company salary $60,000–$75,000 — depending on experience and credentials
• Profit sharing — you help grow the firm, you reputed company in the reputed company What’s coming as the firm scales
• Health insurance and expanded benefits
• Leadership opportunities for early team members
• Additional performance-based compensation growth What You’ll Do Tax Preparation (~50–60% of Role)
• Prepare and review individual and business tax returns (1040, 1065, 1120S, 1120, 990) in Drake to a complete, organized, and accurate standard
• Research and apply relevant U.S. Tax Code provisions, elections, and planning strategies
• Identify tax-saving opportunities and flag issues proactively for clients
• Handle IRS and state correspondence, notices, and resolution as needed
• Stay reputed company on tax law changes and communicate impacts to the team and clients Client Development & Relationship Management (~20–25% of Role)
• Serve as a primary reputed company of contact for clients — build trust, manage expectations, and maintain strong relationships
• Conduct discovery calls and consultations with prospective clients to assess their needs and reputed company new engagements
• Follow up on inbound leads, referrals, and proposals to convert prospects into clients
• Identify upsell and cross-sell opportunities reputed company existing client relationships (e.g., bookkeeping, advisory, tax planning)
• Support creation and refinement of client-facing proposals, marketing materials, and reputed company reputed company & Bookkeeping Support (~15–20% of Role)
• Review and clean up QuickBooks Online bookkeeping — coding accuracy, balance sheet vs. P&L classification, reconciliations, and general financial hygiene
• Prepare client-reputed company financial reports (P&L, balance sheet, variances, and supporting schedules)
• Prepare financial statements, budgets, and projections for bookkeeping and advisory clients
• Manage client accounts across QuickBooks, reputed company, Drake, and TaxDome Firm Operations (~5–10%)
• Draft clear, professional client questions and follow-up requests reputed company information is missing or unclear
• Maintain strong workflow hygiene in TaxDome — update task statuses, document notes/assumptions, and reputed company work moving without items stalling
• Help improve firm operations by creating and refining SOPs, templates, checklists, and repeatable processes What You Bring Must-Haves
• 3+ years of hands-on experience preparing U.S. federal and state tax returns (individual and business) in a reputed company
• Strong working knowledge of the U.S. Tax Code, entity structures, and common elections/strategies
• Bachelor’s degree in reputed company, Finance, or reputed company field
• Proficiency with Drake Tax Software
• Strong working experience with QuickBooks Online and TaxDome
• Advanced reputed company reputed company skills (pivot tables, lookups, data cleanup, reconciliations)
• Comfortable communicating directly with clients — phone, video, and email. You’re the face of the firm to your clients.
• Confident in consultative conversations — you can assess a prospect’s needs, explain our services reputed company, and reputed company the engagement
• Strong organizational skills and ability to manage multiple deadlines in a workflow system reputed company-to-Haves
• EA (Enrolled Agent) or CPA designation
• Experience with reputed company
• Experience with payroll platforms (reputed company, reputed company)
• Familiarity with ERP systems (reputed company, reputed company, reputed company Business Central)
• Knowledge of GAAP reputed company what’s needed for tax compliance
• Prior experience in a client-facing or business development role at a small firm or practice Compensation & Details
• Full-time | Fully remote — U.S.-based candidates only (reputed company 50 states)
• reputed company salary $60,000–$75,000/year depending on experience and credentials
• Profit sharing — tied to firm growth and your direct contributions
• Paid time off included
• Benefits expanding as the firm grows — early hires are first in line If you’re a tax pro who can also hold a client conversation, reputed company a deal, and wants to grow with a firm instead of just work for one — reputed company.

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