Tax Specialist

1-800Accountant serves the accounting needs of start-ups, entrepreneurs, and small businesses by providing extraordinary service at an affordable price. We are a next-generation accounting firm, focused on service and driven by technology.

We are looking for engaged tax professionals to own the full lifecycle of a tax return. The preparer will work in a pod reporting to the Sr Tax Specialist and coordinate with the pod's Business Advisor to ensure the timely and accurate delivery of the return.

Key Responsibilities

Preparation

• Prepare individual (1040) and business tax returns (1120, 1120-S, 1065) and associated schedules and financial statements across all states and nearly every industry.

• Organize and research client data; synthesize complex and diverse financial information.

• Communicate with clients on an ongoing basis to gather what's needed for compliance and filing.

Review & Quality Assurance

• Perform high-level self-review of complex federal, state, and local returns, using AI-assisted diagnostics (e.g., triplicate-scan consensus checks) to validate critical fields before submission.

• Reconcile returns against client source documents — financial statements, general ledgers, K-1s, W-2s.

• Verify all filings align with current IRS regulations, state laws, and applicable international tax treaties.

• Prepare Book-to-Tax workpapers, notes, and any other documentation as needed.

• Identify tax savings opportunities, credits, and deductions to maximize value for a range of client profiles.

Qualifications and Requirements

• License: Active PTIN required; Enrolled Agent license or CPA strongly preferred

• Experience: Minimum 4–6 years preparing and reviewing both individual and entity-level tax returns.

• Technical: Proficiency with cloud-based tax software, Lacerte preferred; strong Excel skills; comfort with digital communication tools (Teams, Slack, Zoom).

• Other: Broad working knowledge of industry-specific tax treatment; ability to work independently and meet strict deadlines with minimal supervision.

Remote Work Setup

• 100% remote; must reside and be authorized to work in the United States.

• BYOD - Computer Policy

• Reliable high-speed internet and a dedicated, private home office space.

Requirements

• Experience coordinating services across multiple departments or specialties.

• Excellent time management and multitasking skills.

• Understanding of SaaS products, accounting, tax, payroll, or related services is a plus.

• Experience working in fast-paced SMB environments is strongly preferred.

• Salesforce or equivalent CRM experience preferred.

• Prior remote work experience required.

• A bachelor's degree is a plus.

Compensation:

• $35-$45/hour depending on experience and credentials

Benefits:

• Eligibility: Benefits begin on the 1st of the month after 60 days of employment.

• Company-Paid Benefits: Basic Life Insurance and Long-Term Disability.

• Optional Benefits: Various medical, dental, vision, and disability insurance options through United Healthcare, as well as Short-Term Disability, Critical Illness, Accident Insurance, Flexible/Dependent Care Spending, Health Savings Accounts, and Pet Insurance

Join the Team That’s Revolutionizing Small Business Accounting

1-800Accountant is not your typical accounting firm. We pride ourselves on fostering work/life balance, offering unparalleled opportunities for internal growth, and embracing innovation. Our team enjoys flexibility, competitive compensation, and access to cutting-edge technology within a fully remote work environment for candidates in the following states: AL, AZ, CO, CT, FL, GA, ID, IN, IA, MD, MN, NJ, NY, NC, OR, PA, TN, TX, UT, WA.

At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age.

Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success.

We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you.

We do not provide any type of visa sponsorship at this time. All applicants must be authorized to work in the United States.

Diversity

1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.

Accommodation Statement:

1-800Accountant is an Equal Opportunity Employer and provides reasonable accommodations to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA). If you require accommodation during the application process, please contact us at recruiting@1800accountant.com.