US Tax Accountant

Pay: $1500 to $2000

About Us

• We are a boutique accounting and advisory firm serving small and mid-sized businesses with a combination of:
• Bookkeeping and accounting

Tax preparation and compliance

Fractional CFO services

M&A and financial advisory

Our clients rely on us for accurate financial information and strategic advice. We're growing steadily and are looking for an experienced accounting professional who wants to become a key leader within the firm.

What You'll DoClient Accounting

Manage bookkeeping for multiple client accounts

Perform monthly reconciliations and close processes

Prepare and review financial statements

Maintain accurate general ledger records

Ensure high-quality client deliverables

Tax Support

Prepare and review business and individual tax returns

Assist with tax planning and compliance

Research accounting and tax issues as needed

Support clients throughout tax season

Team Leadership

Mentor and supervise junior accounting staff

Review work for accuracy and completeness

Improve workflows, documentation, and quality control

Help build and scale the accounting team over time

Serve as the first point of escalation for accounting questions

Client Service

Communicate professionally with clients

Resolve accounting issues proactively

Manage deadlines across multiple engagements

Deliver consistent, accurate work with minimal supervision

Required Qualifications

• 5–7+ years of public accounting or client accounting experience
• Experience with Drake Tax, and TaxDome required
• Experience with QuickBooks Online is required
• Strong bookkeeping and accounting fundamentals
• Experience preparing business and/or individual tax returns
• Ability to manage multiple clients simultaneously
• Excellent attention to detail
• Strong organizational and time-management skills
• Excellent written and spoken English
• Ability to work independently with minimal oversight

Qualifications

• CPA or CPA candidate preferred
• Experience working in a U.S. CPA firm
• Experience managing remote teams
• Who Will Thrive in This Role

We're looking for someone who is

• Highly reliable and dependable
• Proactive rather than reactive
• Comfortable taking ownership
• Calm under deadlines
• Detail-oriented without sacrificing efficiency
• Interested in growing into a long-term leadership position

What Success Looks Like

Within your first 6–12 months, you'll

• Independently manage a portfolio of client accounts

Deliver consistently accurate bookkeeping and tax work

Require minimal oversight

Begin supervising and developing junior accounting staff

Help improve internal processes as the firm continues to grow

Why Join Us?

Fully remote position

Opportunity to build and lead a growing accounting team

Exposure to bookkeeping, tax, CFO advisory, and M&A work

Long-term career growth in a high-impact role

Work directly with an experienced CPA and former Wall Street finance professional

• Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
• Payments: All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
• Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard.

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Application Process

As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page).

Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps.

Please treat this recording as you would a real interview

• Come prepared and make sure you’re clearly visible on camera.
• Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection.

We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.