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