Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Tax Return Analysis Accounting Software UltraTax Tax Returns Tax Planning Tax Consulting Financial Statement Compilation Tax Compliance Process Improvement Tax Compliance Tax Software Empowerment

Other Skills

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Quality Control
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Detail Oriented
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Communication
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Problem Solving

Roles & Responsibilities

5–7+ years of public accounting tax experience with a focus on review rather than mere preparation
Proficiency with UltraTax (Thomson Reuters); Drake and/or Canopy experience is a plus
Solid working knowledge of QuickBooks and comfort with individual, partnership, and corporate return types
CPA license or eligibility preferred, not required

Requirements:

Review individual, partnership, S-corp, and corporate tax returns prepared by a distributed support team—catching errors, missed planning opportunities, and compliance risks before they become problems
Think proactively about tax strategy, not just compliance—identifying opportunities that benefit clients and bring real value to relationships
Provide direct feedback and guidance to remote team members to strengthen output quality; review and adjust QuickBooks financials to ensure tax readiness
Communicate with clients on complex tax matters with confidence and clarity; help refine internal workflows and review processes to improve accuracy and turnaround

Job description

Our client is a growing public accounting firm with a client base that spans the country and a lean, entrepreneurial operating model built around expert oversight rather than traditional compliance grunt work. They're not looking for someone to push paper — they need a sharp tax professional who can catch what others miss, think ahead for clients, and help shape how the firm operates as it scales.

This is a remote-friendly role with occasional travel to the Greater Orlando area.

What You'll Own

Review individual, partnership, S-corp, and corporate tax returns prepared by a distributed support team — catching errors, missed planning opportunities, and compliance risks before they become problems
Think proactively about tax strategy, not just compliance — identifying opportunities that benefit clients and bring real value to relationships
Review and adjust QuickBooks financials to ensure tax readiness
Provide direct feedback and guidance to remote team members to strengthen output quality
Communicate with clients on complex tax matters with confidence and clarity
Help refine internal workflows and review processes to improve accuracy and turnaround
Operate with meaningful autonomy in a firm that trusts experienced professionals to self-manage

Requirements

5–7+ years of public accounting tax experience, with a focus on review rather than just preparation
Proficiency with UltraTax (Thomson Reuters) — Drake and/or Canopy experience is a plus
Solid working knowledge of QuickBooks
Comfort with individual, partnership, and corporate return types
A problem-solver's mindset — you look for what's wrong before it surfaces, and for what's better before anyone asks
The ability to work independently in a remote environment without needing close oversight
Experience working with or overseeing offshore or distributed staff is a plus
CPA license or eligibility preferred, not required

Benefits

Compensation: $60,000–$110,000 depending on experience
Remote-friendly structure with occasional travel to Greater Orlando
Equity potential for the right candidate — the firm is building for growth and is open to meaningful ownership conversations
Autonomy and influence in a small firm where your contributions are visible and valued
A firm moving toward expansion, not stagnation — room to grow as the practice grows