Remote Tax Expert, CPA

Job Overview
Join our dynamic team as a Remote Tax Expert, CPA, where your expertise will drive exceptional financial solutions for diverse clients. In this energetic role, you will leverage your comprehensive tax knowledge and accounting skills to provide accurate, timely advice and support across a variety of financial scenarios. This position offers the flexibility to work remotely while engaging in meaningful work that impacts individuals and organizations alike. Your proactive approach and technical proficiency will help ensure compliance, optimize financial strategies, and foster client trust.

Duties

• Prepare and review complex tax returns for individuals, corporations, partnerships, and non-profit organizations, ensuring compliance with federal, state, and local regulations.
• Provide expert guidance on estate planning strategies, wills, trusts, and estate law to help clients preserve wealth and plan for future generations.
• Conduct detailed financial analysis and interpret financial reports to identify opportunities for tax savings and strategic improvements.
• Assist clients with regulatory reporting requirements, including SOX (Sarbanes-Oxley Act) compliance and other financial disclosures.
• Reconcile general ledger accounts, perform balance sheet reconciliations, and ensure accuracy in financial statement preparation using accounting software such as QuickBooks, Xero, Sage, or similar tools.
• Support mergers & acquisitions by conducting due diligence reviews and advising on tax implications related to corporate restructuring or asset management.
• Maintain up-to-date knowledge of securities law, GAAP (Generally Accepted Accounting Principles), and other relevant regulations to ensure compliance and best practices.

Skills

• Extensive experience in tax accounting with a strong understanding of federal and state tax codes.
• Proficiency in accounting software including QuickBooks, Xero, Sage, and other financial management tools.
• Solid knowledge of estate planning, wills, trusts & estate law to advise clients effectively.
• Familiarity with SOX compliance requirements and regulatory reporting standards.
• Strong analysis skills for interpreting financial statements and conducting account reconciliation.
• Expertise in auditing procedures, public accounting practices, and general ledger reconciliation.
• Ability to handle complex financial concepts such as GAAP standards, double entry bookkeeping, debits & credits, and financial report writing.
• Excellent communication skills for providing clear guidance on mergers & acquisitions, private equity investments, asset management strategies, and financial planning.
• Knowledge of non-profit accounting principles as well as accounts payable processes.
• Demonstrated ability to manage multiple client accounts efficiently while maintaining accuracy under tight deadlines. Embark on a rewarding career where your technical expertise fuels impactful financial solutions! We value energetic professionals who thrive in a fast-paced environment—ready to make a difference from anywhere!

Pay: $90,000.00 - $121,269.21 per year

Work Location: Remote