Job Title: Tax Senior (Fully Remote)
Location: Remote (Preference for candidates in Central or Pacific Time Zones)
Firm: Our Client – A California-Based Boutique CPA Firm
Our client is a fully remote, full-service accounting firm led by a husband-and-wife team with Big 4 experience. With a strong commitment to client service, team collaboration, and real work/life balance, the firm supports a growing portfolio of over 40 small to medium-sized business clients and more than 100 individual tax clients annually.
Clients span a wide range of industries, including crypto, e-commerce, interior design, influencers, and professional services. In addition to tax services, the firm provides ongoing bookkeeping, HR advisory, and consulting support.
This Tax Senior role is being added to support the firm’s Tax Manager by taking on a portion of the tax and bookkeeping review work — enabling better workload balance and ongoing client success.
Why Join This Firm?Fully Remote: Work from anywhere — no physical office.
True Work-Life Balance: 40 hours/week, even during tax season.
Collaborative, Values-Driven Team:
You’ll work closely with:
The founding partners (a husband-and-wife team)
An experienced U.S.-based Tax Manager
A team of 7 skilled offshore accountants based in the Philippines
Excellent Benefits:
3 weeks PTO, 9 holidays, and 2 floating holidays
Medical & dental coverage
401(k) with 100% match up to 3%
Monthly internet and cell phone reimbursement
Discretionary annual bonus based on firm and individual performance
Preferred Candidate Profile:Preference for candidates located in Central or Pacific time zones to support efficient collaboration with the offshore accounting team (based in the Philippines).
Strong preference for those with prior experience in national accounting firms, including Big 4 or large regional firms.
Role Breakdown:60% Tax Work
40% Bookkeeping Review & Oversight
Regular collaboration with the offshore team is part of this role. Occasional availability during early evenings (e.g., 6 PM PT) may be required for overlap with the Philippines team (9 AM local time), though flexibility is supported.
Responsibilities:Prepare federal and multi-state tax returns (1040, 1120-S, 1120-C, 1065, 1041)
Deliver quarterly tax estimate projections and year-end planning
Review and adjust QuickBooks Online financials for tax filings
Oversee client document collection and organize workpapers
Communicate proactively with clients
Review and approve bookkeeping deliverables from the offshore team
Post journal entries and assist with financial clean-up tasks
Mentor and support junior staff or remote team members
Research tax issues and develop repeatable internal guidance
Proactively update firm leadership on client progress and any concerns
Contribute to process and system improvements
Requirements:Minimum 3+ years of tax and accounting experience
CPA preferred; 4-year degree in Accounting required
Experience with multi-state returns; foreign tax compliance is a plus
High proficiency with QuickBooks Online
Strong project and deadline management skills
Excellent verbal and written communication
Comfort working in a fully remote, collaborative setting
Ability to supervise and quality-check bookkeeping work
Bonus Points for Experience With:SurePrep
UltraTax
Planner CS
Canopy
Microsoft Excel