Accountant, Tax Preparer

Remote Telecommute Accountingfly

Our client, a progressive cloud accounting firm is seeking a REMOTE Bookkeeper/Tax Preparer to join their growing team. You will work on a portfolio of clients, while intimately getting to know them and their businesses while working for a firm focused on building relationships with their clients.

If this ad speaks to you, please apply even if you feel like you might not have all of the skills below. This is just a general list, it’s by no means a requirement.

  • CPA or EA preferred
  • At least five years of accounting experience, managing multiple clients preferred
  • Experience working with small businesses (specifically closely held pass-through entities)
  • Experience with accrual / GAAP reporting and workpapers
  • Experience with preparing and advising on small business taxes (Schedule C, S-Corp, C-Corp and Partnerships)
  • Strong problem solving and analytical skills
  • A love for technology and intuitive computer skills
  • Ability to take ownership, while realizing when it’s time to reach out for help
  • A deep understanding of the financial statements; the relationship between them, what it all means, and the ability to explain the numbers to clients in their language
  • Strong excel skills; you don’t need to know how to build macros but if a string of formulas goes awry you should be able to troubleshoot and correct

Responsibilities Include: 


Your tasks in this role will vary day to day. Our client has built-in, recurring deadlines that will need to be met. They keep routine, but avoid the mundane.
  • Record bank, credit card, and merchant account information in the general ledger via bank feeds in the client’s accounting software
  • Accounts receivable and accounts payable
  • Bank, credit card, merchant account, clearing account, and other balance sheet account reconciliations
  • Review data recorded during the period and close the books monthly/quarterly; prepare reports on both a cash and accrual basis
  • Create and maintain workpapers for clients
  • Bank, credit card, merchant account, and balance sheet account reconciliations
  • Troubleshoot various software integrations (Xero, QBO, HubDoc, Expensify, Zapier, Shopify, Square, Stripe, etc)
  • Sales tax preparation
  • Tax projections
  • Research
  • Work with various state and federal agencies to register businesses, obtain EINs, register payroll, and respond to notices
  • Payroll management including onboarding new employees, terminating employees, managing payroll integrations with the accounting software for proper mapping, troubleshooting payroll notices, new client setups, and payroll processing for hourly employees
  • Annual income tax preparation (individual and business)
  • Budget and forecasting preparation and analysis
  • Work with clients to obtain necessary information and supporting documents
  • Advise clients on their small business accounting and tax needs
  • Keep client files organized digitally (the only time we fuck with paper is when we’re counting it)


  • Willing to undergo a background check

Current Client Benefits Offered:

  • PTO
  • Health insurance stipend
  • 401k match
  • Advancement opportunities
  • Flexible schedule
  • Summer Fridays
  • Hidden
  • Max. file size: 128 MB.

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