Remote Tax Preparer - CPA or EA Required | WFH

Job Overview

We are seeking a dedicated CPA or EA who is eager to enhance their career within a progressive and multifaceted financial environment. Join our rapidly expanding family office that prioritizes your professional development and continuous learning. This fully remote role offers the flexibility of a 1099 contractor agreement, empowering you to manage your own schedule while balancing client needs.

Key Responsibilities

• Collaborate with our financial planning professionals to create and execute tax strategies tailored for both individuals and businesses.
• Partner with the estate planning team to establish and oversee Charitable Trusts, Family Foundations, and pension plans.
• Work in conjunction with financial planners to prepare and review tax returns, ensuring precision and adherence to compliance standards.
  
  

Required Skills

• CPA or EA certification in good standing.
• Proficiency in preparing 1040, 1120, and 1120S tax returns, with familiarity in 1041 and 5227 forms considered advantageous.
• Technologically adept, capable of efficiently utilizing online tools in a remote working environment.
• Strong communicator with a proactive approach and prompt responsiveness.
• Experience in data entry and managing personal, small business tax, and trust returns.
• Access to a reliable home internet connection.
• Capacity to conduct professional video conference calls in a quiet setting.
• A sincere desire to advance professionally and embrace additional responsibilities.
  
  

Qualifications

• 4-5 years of relevant experience in tax preparation and compliance is essential.
  
  

Career Growth Opportunities

This position provides pathways for long-term collaboration as either an independent contractor or a W2 employee, based on mutual agreement and specific needs. We encourage you to expand your role and take on increased responsibilities throughout your professional journey.

Company Culture And Values

Our workplace is built on collaboration and innovation, promoting an environment where your growth and development are paramount. We value flexibility and adaptability, allowing you to work in a manner that aligns with your lifestyle preferences.

Compensation And Benefits

• Revenue bonuses and profit-sharing opportunities.
• Flexible working hours to accommodate your personal lifestyle.
• Additional income potential.
• Minimal administrative responsibilities, allowing you to focus primarily on data entry and team updates.
  
  

Employment Type: Full-Time