Remote Client-Facing CPAPosition Summary
We are seeking a Remote Client-Facing CPA to join our team. This role focuses on meeting with clients, answering questions, explaining tax concepts in simple terms, and ensuring client information is passed to the appropriate internal team.
You will not be preparing returns or signing returns. Instead, you’ll serve as a knowledgeable, client-facing tax professional who helps clients feel supported while our internal team handles the preparation work.
This is a fully remote, flexible position with training and ongoing support provided by seasoned CPAs who have thrived in the role.
Work Period
Starting immediately, we are expecting approximately 30 hours per week, with availability to increase to approximately 40 hours per week during tax season and major extension deadlines.
Company Overview
Done For You Tax helps individuals and small businesses file taxes quickly and easily. We primarily serve businesses under $2M in revenue and handle the tax prep process so clients can focus on what matters most.
Now generating approximately $10M in annual revenue, we continue to grow year over year while maintaining a supportive, collaborative culture and top-tier service.
What Our Team Says"I’ve worked in various CPA roles, but this position is truly unique. The balance of flexibility, direct client interaction, and a highly capable support team make it both enjoyable and professionally fulfilling. It’s exciting to be part of a company that’s growing so quickly and where my contributions are valued and impactful."Key Responsibilities
- Conduct phone meetings with clients to discuss their tax needs
- Answer client questions and explain tax concepts in simple terms
- Gather, document, and communicate client information to internal teams
- Help identify potential tax-related issues or questions that need additional follow-up
- Maintain confidentiality and professional standards at all times
- Provide a high level of client service in a remote environment
Qualifications
- Active CPA license in good standing required
- Valid PTIN preferred
- 2+ years of experience in tax, client service, or tax advisory support
- Excellent communication and interpersonal skills
- Strong attention to detail and ability to spot tax-related risks
- Comfortable working independently in a remote environment
What We Offer
- Fully Remote – work from anywhere
- Flexible Hours – set your own schedule
- No Return Prep – focus on clients, not data entry
- Training Provided – mentorship from seasoned CPAs
- Supportive Culture – collaborative, growth-focused team
- Career Growth – opportunities in a fast-expanding company
- $45/hour starting pay
Schedule & Hours
- 100% remote
- Set your own hours
- Commitment: approximately 30 hours/week year-round
- Availability to increase to approximately 40 hours/week during tax season and major extension deadlines
Apply to this post, and we’ll follow up with a few brief questions and next steps.
Best,
Ryan Moriarty, PhD
CEO, Done For You Tax
Job Type: Contract
Pay: $45.00 per hour
Benefits:
Work Location: Remote
