Profit & Tax Professional - CPA

COMPANY OVERVIEW

The Bottom Line® helps eCommerce and Online Business owners grow profitably with personalized tax planning, bookkeeping, tax prep, and industry-leading service. We were founded in 1996 and launched into the online space circa 2013, partnering with many elite online brands today. TBL makes serious work fun to help create meaningful jobs, opportunities, and second chances as part of its global mission.

The Bottom Line® is a 100% remote organization virtually headquartered in Friendswood, TX, with virtual team locations in Texas, Tennessee, Missouri, West Virginia, and North Carolina. The Bottom Line® is an Equal Opportunity Employer.

VISION FOR ROLE

We are looking for a CPA to fill the Profit & Tax Professional role. You will serve as your client’s strategic partner, processor, and protector to drive industry-leading customer service in profit & tax planning without bill shock, dread, or worry.

AREAS OF OWNERSHIP

For each of your clients, you will be responsible for:

• Profit and tax planning
• Seasonal federal and state tax filings and analysis
• Complete and advise on quarterly estimated income tax payments
• Performing bookkeeping work in Xero and/or QuickBooks (including reconciliations, cleanups, and financial reviews) and providing accurate financial snapshots
• Conduct cash flow analysis and financial forecasting as assigned
• Manage onboarding and renewals
• Promote client and team success

ROLE REQUIREMENTS

• Certified Public Accountant (CPA) certification
• 4–7 years of hands-on bookkeeping and accounting experience (not just oversight/review) plus strong tax preparation and planning experience
• 4-7 years in client success, account management, tax planning, and tax preparation
• Demonstrated proficiency with QuickBooks and Xero (including reconciliations, cleanups, and preparing books for tax readiness)
• Proficiency using Google Apps such as Mail, Calendar, Drive, Docs, Sheets, Meet, etc.
• Proficiency in adopting cloud-based technology, i.e., Canopy, Drake, Xero, QuickBooks, etc.
• Ability to improve client relationships and retention both inbound and outbound
• Highly detailed and organized when it comes to client work and project management
• Experience handling confidential information with intention and discretion, minimizing errors
• Caring, empathetic communicator who prides oneself on being a valuable resource and partner
• Experience working in a virtual, entrepreneurial environment and can adapt to change quickly
• Easily provides a home office environment that is quiet, professional, and maximizes productivity

POSITION OVERVIEW

This Profit & Tax Pro role is a part-time, hourly position, averaging up to 20 hours per week. Hours may vary depending on client needs and workload, with the opportunity to advance to full-time status within 6 to 12 months based on performance and company growth. You will be eligible for a 401k plan for payroll-directed contributions after the first 12 months, plus you will be eligible for unlimited PTO and 10 paid holidays that include a two-week all-company shutdown between Christmas and New Year's after your 90-day introductory period.

We also provide a 100% remote work environment along with a wide range of growth and learning opportunities. There will be requirements for travel on a quarterly or annual basis to participate in team retreats and/or client events, paid for by the company.

We also offer a Profit First Rewards Program, which is a voluntary, discretionary profit-sharing benefit that employees are eligible for after six months of service. 

POSITION SALARY

This part-time, hourly position offers a pay range of $32-$38 per hour.