Note: The job is a remote job and is open to candidates in USA. BackTech's client is an accounting and advisory firm serving business owners. The CPA will oversee individual and small-business tax services, advise clients, and build the tax practice's operations, team, and quality processes.
Responsibilities
- Manage a portfolio of individual and small business clients, serving as their primary tax advisor throughout the year
- Prepare and review federal and state tax returns, including Forms 1040, 1065, 1120-S, 1120, and Schedule C filings
- Advise small business owners on entity selection, owner compensation, estimated tax payments, retirement plans, and deductions
- Provide individual tax-planning services, including multi-state tax matters, equity compensation, real estate, and year-end strategies
- Serve as the final reviewer for returns prepared by staff and seasonal preparers, ensuring accuracy and quality
- Recruit, train, and lead the tax team as the practice grows, managing workloads and deadlines during tax season
- Establish and develop the tax practice, including selecting and implementing tax software, creating review checklists, and implementing engagement and quality-control procedures
- Represent clients before the IRS and state tax agencies regarding notices, inquiries, and audits
- Monitor tax law changes and translate them into practical recommendations for clients and the team
Skills
- An active, unrestricted CPA license in good standing
- A bachelor's degree in accounting or a related field
- At least 7 years of tax experience in public accounting or a tax practice, with a focus on individuals and small businesses
- At least 2 years of experience reviewing tax returns and supervising or mentoring staff
- Strong knowledge of individual and pass-through entity taxation, including multi-state filings
- Hands-on experience with professional tax software, such as CCH Axcess, UltraTax CS, Lacerte, or Drake
- Excellent client-facing communication skills, including the ability to explain complex tax matters in plain language
- The ability to work independently and effectively lead a remote team
- Tax accounting – 7 years
- Certified Public Accountant (CPA)
- A Master of Taxation (MST) or Master of Accountancy
- Experience launching or scaling a tax practice or service line
- Experience recruiting, developing, and managing a team
- Specialized expertise in real estate, high-net-worth individuals, or small business advisory
- Experience with IRS representation and audit defense
Benefits
- Potential performance-based bonuses
- Health, dental, and vision insurance
- Two weeks of accrued paid time off, plus paid holidays
- Paid continuing professional education (CPE)
- Coverage for CPA license renewal fees and professional memberships, including AICPA and state society memberships
- A founding leadership opportunity with a clear path for career growth as the tax practice expands
- Remote work flexibility, with the potential for a hybrid arrangement
Company Overview