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Salary $120,000 - $140,000 per year
A Bit About Us
Founded over a decade ago and fully remote, with a tax team of 15 professionals serving clients nationwide, we are a forward-thinking public accounting firm supporting small businesses and high-net-worth individuals. We take pride in combining deep technical expertise with a modern, process-driven approach to deliver proactive tax planning, compliance, and advisory services.
Why join us?
Competitive Compensation Up to $140K base salary (DOE)
100% Remote Flexible work from any U.S. time zone
Engaged Client Base Work with ambitious business owners and high-net-worth individuals
Professional Growth Exposure to advanced strategies such as entity structuring, cost segregation, and retirement tax shelters
Collaborative Team Join a growing group of 15+ tax professionals with a supportive culture
Innovative Environment Leverage AI and automation tools to improve efficiency and client service
Job Details
Key Responsibilities and Duties
Oversee and review complex business and personal tax returns (multi-entity, multi-state, HNW)
Identify and document tax-saving opportunities during review process
Lead weekly tax team meetings to manage deadlines, workload, and strategy alignment
Ensure consistent and proactive client communication across the tax department
Develop and refine SOPs to improve efficiency and compliance
Provide coaching, mentorship, and performance reviews for staff
Stay up to date on tax law changes, IRS updates, and advanced planning techniques
Partner with other departments to ensure client strategies are fully implemented and documented
You should have most of the following
Active CPA or EA license
Bachelor’s degree in Accounting, Finance, or related field
8+ years of tax experience in public accounting with a focus on small businesses and HNW clients
4+ years managing and mentoring tax professionals in a team setting
Strong expertise in entity structuring, QBI, deferrals, cost segregation, and retirement planning strategies
Demonstrated ability to manage remote teams and enforce SOP compliance
Proficiency with UltraTax, Karbon, Google Workspace; CRM experience (Go High Level preferred)
Comfort using AI/automation tools to improve team efficiency
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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Seniority level
Not Applicable
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Accounting, Financial Services, and Banking
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