Staff Tax Accountant (Remote)
Job Overview
We are seeking a Staff Tax Accountant to support our team with U.S. tax return preparation for multiple clients. This role focuses on assisting with tax compliance work, including the preparation of tax workpapers and federal tax returns, while ensuring accuracy and adherence to established processes.
The ideal candidate will have experience working with CCH Axcess tax software, strong Excel skills, and familiarity with extracting financial reports from QuickBooks Online (QBO) to support tax preparation.
Schedule
Monday – Friday
9:00 AM – 5:00 PM EST (1-hour unpaid break)
40 hours per week
Independent Contractor Perks
- Permanent work-from-home opportunity
- Immediate hiring
Key Responsibilities
- Assist with U.S. tax return preparation using CCH Axcess
- Prepare and organize tax workpapers supporting tax filings
- Support preparation of federal tax returns including:
- Form 1065
- Form 1120-S
- Form 1120
- Form 1040
- Form 990
- Extract and review financial reports from QuickBooks Online (QBO) to support tax preparation
- Communicate with clients via Slack and email
- Use provided workpaper templates and checklists to ensure quality and consistency
- Keep ClickUp and Canopy updated with task status and client information
- Identify and communicate process improvement opportunities to partners and management
Requirements
Technical Skills
- Experience preparing U.S. tax returns
- Strong experience with CCH Axcess (highly preferred)
- Ability to generate financial reports from QuickBooks Online (QBO)
- Strong proficiency in Microsoft Excel
Professional Skills
- Ability to manage multiple projects simultaneously
- Strong time management and organizational skills
- High level of attention to detail and accuracy
- Ability to meet tax deadlines
Soft Skills
- Ability to work independently and collaboratively in a remote team
- Adaptability to different client tools and workflows
- Open to feedback and committed to continuous improvement
- Professional and patient in client and team interactions
Work Setup
This is a permanent work-from-home position under an Independent Contractor arrangement. Candidates must have their own computer and a reliable internet connection and will be responsible for managing their own taxes and benefits.