Remote Tax Expert, CPA or EA

<Job Summary>
Join our dynamic team as a Remote Tax Expert, CPA (Certified Public Accountant), or EA (Enrolled Agent), or a tax preparer, where your expertise will empower clients to navigate complex tax landscapes with confidence. In this role, you will leverage your comprehensive tax knowledge and accounting skills to deliver accurate, timely, and strategic tax solutions. Whether assisting individuals, small businesses, or corporations, you’ll play a vital part in optimizing financial outcomes while providing exceptional service from the comfort of your home. This position offers an exciting opportunity to apply your technical proficiency and analytical mindset in a flexible, remote environment that values proactive problem-solving and continuous learning.

<Duties>

• Prepare and review federal, state, and local tax returns for diverse client profiles, ensuring compliance with current regulations and laws.
• Conduct detailed tax planning and consulting sessions to identify opportunities for deductions, credits, and strategic financial moves.
• Analyze financial statements, including balance sheets and income statements, to support accurate tax reporting and financial analysis.
• Assist clients with estate planning strategies involving wills, trusts, and estate law to optimize wealth transfer and minimize tax liabilities.
• Reconcile accounts using accounting software such as QuickBooks, Xero, Sage, or similar platforms to ensure precise financial recordkeeping.
• Perform audits and internal reviews related to SOX (Sarbanes-Oxley Act) compliance and regulatory reporting requirements.
• Support mergers & acquisitions by conducting due diligence reviews and financial analysis related to corporate restructuring or asset management.
• Provide guidance on GAAP (Generally Accepted Accounting Principles), technical accounting standards, and financial concepts relevant to client needs.
• Facilitate non-profit accounting tasks including fund accounting, grant management, and compliance reporting.
• Collaborate with clients on budgeting, financial planning, asset management, and investment strategies to enhance their financial health.

<Skills>

• Extensive knowledge of tax experience across various industries with a focus on estate planning, securities law, public accounting, and corporate accounting.
• Proficiency in accounting software such as QuickBooks, Xero, Sage, or similar tools for bookkeeping and financial statement preparation.
• Strong understanding of GAAP standards, double entry bookkeeping, debits & credits, balance sheet reconciliation, general ledger accounting, and regulatory reporting.
• Expertise in financial analysis techniques including account reconciliation, analysis skills, financial report writing & interpretation.
• Familiarity with SOX compliance procedures along with auditing practices for internal controls assessment.
• Ability to handle complex financial concepts related to mergers & acquisitions, private equity investments, asset management & financial planning.
• Excellent analysis skills combined with attention to detail for account analysis and reconciliation tasks.
• Effective communication skills for translating technical accounting data into clear reports for clients or stakeholders.
• Knowledge of payroll processing and accounts payable procedures within a financial services context.
• Demonstrated ability to manage multiple priorities efficiently while maintaining accuracy in a remote setting. This role is ideal for motivated professionals eager to apply their comprehensive tax expertise in a flexible environment that fosters growth and innovation. If you thrive on solving complex financial puzzles while delivering exceptional client service remotely—this is the perfect opportunity for you!

Pay: $20.00 - $45.00 per hour

Work Location: Hybrid remote in Avon Park, FL 33825