We are a growing, remote CPA firm serving med spas, dentists, medical practices, and other owner-operated businesses. We provide accounting, tax, and advisory services with a strong focus on systems, efficiency, and technology.
We are looking for a Tax Accountant who understands that great business tax work starts with great financials — someone who can prepare and review returns, clean up the books that feed those returns, communicate directly with business owners, and manage their own workload.
This is not a heads-down, process-one-return-at-a-time role. If you want to think, solve problems, talk to clients, and work at a firm that embraces AI and modern tools — keep reading.
What You'll Do
- Prepare and review business and individual tax returns (1040, 1120-S, 1065, 1120)
- Review and clean up client financials to ensure they are accurate and tax-ready
- Work directly with business owners to gather information, answer questions, and resolve open items
- Identify tax planning opportunities and support advisory conversations
- Use AI tools to work faster and more accurately
- Manage your own task list and client deadlines with minimal oversight
- Collaborate with junior accountants and offshore staff
Who We're Looking For
- 3+ years of tax and accounting experience at a public accounting / CPA firm
- Experience working across multiple business-owner clients (not a single in-house role)
- Comfortable both preparing returns AND fixing the underlying books
- Strong communicator — willing and able to talk to clients directly, not just over email
- Self-directed — manages their own workload and deadlines
- Comfortable with QuickBooks Online and/or Xero
- Interested in AI, automation, and improving how work gets done
- CPA or EA preferred, but not required
AI & Technology
We are actively building an AI-enabled CPA firm. Ideal candidates are already using tools such as ChatGPT, Claude, or similar in their workflow and are excited to help us improve processes with technology.
Compensation
- $70,000 – $90,000 per year, based on experience
- Fully remote
- Opportunity to help shape systems and workflows as the firm grows
Pay: $70,000.00 - $90,000.00 per year
Application Question(s):
- Walk me through a specific accounting or tax problem you solved faster or better because of AI. What was the problem, what tool did you use, and what was the output?
- A business owner client's books aren't clean and it's time to file their return. Walk me through how you handle that — what do you look at, what do you fix, and how do you decide what to ask the client.
- You're reviewing a client's books and notice net income is negative $16,000 for the month but revenue was $130,000. What's your process for diagnosing what went wrong?
- What state do you live and work in?
Work Location: Remote
