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 matters • reputed company salary $60,000–$75,000 — depending on experience and credentials • Profit sharing — you help grow the firm, you share 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, Xero, 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 clearly, 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 Xero • 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 — apply now. Apply To this Job