Senior Accountant / Tax Accountant - CPA

BookSmarts Accounting·Remote(United States)
Finance

WFA Digital Insight

As the demand for remote accounting services grows, companies like BookSmarts Accounting are scaling their teams to meet the need. With a 25% increase in remote accounting roles in the past year, professionals with expertise in tax preparation and client advisory are in high demand. BookSmarts Accounting stands out for its innovative approach and commitment to kindness and precision. Before applying, candidates should be aware of the company's focus on client relationships and strategic thinking, and be prepared to showcase their technical skills and advisory experience.

Job Description

About the Role

BookSmarts Accounting is seeking a highly skilled Senior Accountant to lead the expansion of its tax practice. As a woman-founded and woman-led accounting firm, BookSmarts prioritizes kindness, precision, and innovative thinking. This hybrid Tax Accountant / Fractional Controller role requires a unique blend of technical expertise and client advisory skills. The successful candidate will work closely with the existing accounting team to prepare complex business tax returns, develop proactive tax strategies, and provide full-cycle accounting services to a book of clients. As a key member of the team, the Senior Accountant will play a critical role in shaping the company's tax practice and contributing to its continued growth.

What You Will Do

  • Prepare individual and business tax returns, ensuring compliance with current tax regulations
  • Develop and present tax strategy plans to clients, providing proactive guidance and support
  • Oversee bookkeepers and provide financial oversight, advisory support, and trusted guidance to small and mid-size businesses
  • Collaborate with the accounting team to expand the tax practice and drive business growth
  • Conduct research and stay up-to-date on current tax laws and regulations
  • Build and maintain strong relationships with clients, providing exceptional customer service and support
  • Analyze financial data and provide insights to clients, helping them make informed business decisions
  • Work independently and as part of a remote team, prioritizing tasks and managing multiple projects
  • Participate in ongoing professional development to enhance technical skills and stay current with industry trends
  • Communicate complex financial concepts to non-technical clients, providing clear and concise guidance

What We Are Looking For

  • Active CPA license or EA certification
  • 3-5 years of business tax preparation experience
  • Strong working knowledge of current tax law and regulations
  • Experience creating and presenting tax strategy plans to clients
  • Comfortable in a client-facing, advisory capacity
  • Ability to work independently and collaboratively in a remote environment
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Proficiency in accounting software and technology

Nice to Have

  • Experience with cloud-based accounting systems
  • Knowledge of industry-specific tax regulations and laws
  • Certification in a specialized area of taxation, such as estate planning or international taxation
  • Experience working with small to medium-sized businesses or startups

Benefits and Perks

  • Flexible scheduling and remote work arrangements
  • 401(k) match and paid time off (PTO)
  • Opportunities for professional development and ongoing education
  • Collaborative and supportive team environment
  • Access to cutting-edge technology and tools
  • Competitive hourly rate based on experience
  • Flexible hours and asynchronous work arrangements to support work-life balance
  • Opportunities for advancement and career growth within the company

How to Stand Out

  • To stand out in your application, highlight your experience with tax preparation software and your ability to communicate complex financial concepts to non-technical clients.
  • Be prepared to discuss your approach to tax strategy and planning, and provide examples of times when you've helped clients navigate complex tax situations.
  • Make sure your resume and cover letter are tailored to the specific requirements of the role, and that you've researched the company and its values.
  • In your interview, be prepared to talk about your experience working in a remote environment and how you stay connected with colleagues and clients.
  • Consider creating a portfolio or examples of your work to demonstrate your technical skills and advisory experience.
  • When negotiating salary, be prepared to discuss your experience and qualifications, and to provide examples of your achievements in previous roles.

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