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

About the 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