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