高级税务审查员 & 签字人 -- 全面远程，灵活时间，税务季节低工时
Senior Tax Reviewer & Signer -- Fully Remote, Flexible, Low Hours During Tax Sea
这是一个远程职位。
想成为一家新税务业务的首批签署人之一，该业务由一家知名的会计事务所推出吗？
过去10年，BooksTime 提供外包簿记、财务总监和首席财务官服务——但没有税务服务。现在情况将发生变化。很快，我们将推出一种全新的税务业务模式。
关于 BooksTime：
· 聚焦于与每位客户建立个人关系和信任。
- 采用现代、技术导向的方法。
- 文化友好、协作、支持且积极。
- 客户包括美国各地的小企业、非营利组织和个人。
- 自2016年成立以来，每年都有持续增长。曾入选 Inc. 5000 美国增长最快的私人公司榜单。
- 全球约120名员工。
- 不是会计师事务所；不提供保证服务。
关于我们将推出的税务业务：
· 人性化的工作时间——全年都如此。在大多数公司，税务季节是一场噩梦：无休止的工作时间、巨大的压力、高度紧张。我们将终结这一切。你可以选择工作时间上限——例如每周最多30、35、40或45小时（根据你的偏好）。你的工作量将与你的工作时间相匹配。我们相信你可以在税务领域拥有充实的职业生涯——而无需牺牲个人生活或心理健康。
- 灵活的时间安排。可以兼职或全职工作，自己设定时间表。（除了某些需要参加会议的时间外，大部分时间都是灵活的。）
- 全程远程办公。无需通勤。可从任何地方工作。
- 注重成长。随着我们的税务业务发展，你也将有机会随之成长，并可能承担新的角色，包括领导角色（如果愿意的话）。
你将负责：
· 税务申报：
· 你会审核团队准备的申报表，以自己的 PTIN 签署，并做出判断。
· 你也可以亲自准备一些申报表，尤其是在早期阶段。
· 你的工作将包括小企业和个人的美国联邦和州税务申报，特别是 C 表和 S 公司客户。
· 我们将使用 Drake 为 2026 年度税务申报（但未来年度可能会有变化）。
- 税务解释和建议：
- 用通俗易懂的语言向客户解释申报表和立场。
- 在客户需要时提供筹划和咨询服务。
- 其他可选功能，如需可添加到此职位中：
- 与其他领导者合作开发流程（如客户接待、质量审查等），制定政策，并在我们建设过程中分享你的意见。
查看英文原文
This is a remote position.
Want to be one of the first signers at a new tax practice being launched by an established accounting firm?
For the last 10 years, BooksTime has offered outsourced bookkeeping, controller and CFO services – but no tax. That’s changing. Starting soon, we’ll be launching a new kind of tax practice.
About BooksTime:
· Focused on building personal relationships and trust with each client.
- Modern, tech-savvy approach.
- A culture that is friendly, collaborative, supportive, and positive.
- Clients include small businesses, nonprofits and individuals across the US.
- Consistent growth every year since being founded in 2016. Recognized on the Inc. 5000 list of America's fastest-growing private companies.
- Approx. 120 staff across the US and abroad.
- Not a CPA firm; no assurance services.
About the tax practice we’ll be launching:
- Humane hours -- all year round.At most firms, tax season is a nightmare: never-ending hours, intense pressure, high stress. We're going to put an end to all that. Hours can be capped at a limit you choose -- e.g. 30, 35, 40, or 45 hours per week (depending on your preference). Your workload will match your hours. We believe you should have a fulfilling career in tax – without sacrificing your personal life or your sanity.
- Flexible schedule.Work part-time or full-time. Set your own schedule. (Aside from some times that need to be available for meetings, most of your hours will be flexible.)
- Fully remote.No need to commute. Work from anywhere.
- Growth-oriented.As our tax practice grows, you'll have an opportunity to grow with it, and potentially take on new roles, including leadership roles, if desired.
What you'll do:
- Tax returns:
- You’ll review the returns our team prepares, sign them under your own PTIN, and own the judgment calls.
- You may also prepare some returns yourself, especially in the early days.
- Your work will include US federal and state returns for small businesses and individuals, especially schedule C and S corp clients.
- We’ll use Drake for the 2026 tax year (though that may change in future years).
- Tax explanation and advice:
- Explain returns and positions to clients in plain language.
- Provide planning and advisory where clients need it.
- Other optional functions that can be added to this role, if desired:
- Partner with other leaders to develop processes (such as client intake, quality review, etc.), define policies, and share your input as we build out the new tax practice.
- Help us screen and train an overseas team who will help with tax prep.
- Join occasional calls with prospective clients as our tax expert (accompanying our salesperson). You are not the salesperson and won't carry a sales quota.
- Other optional add-on roles are available, including management roles, or supervising monthly bookkeeping services for clients – inquire for details.
A few notes about working relationships:
- You’ll report directly to the CEO.
- You’ll be working alongside one other signer at first (more later).
- We also plan to build out a team of preparers in the near future.
- Clients we provide tax services to will also receive our bookkeeping services, so you’ll generally be working from a clean set of books. You’ll be able to coordinate with the bookkeeping teams directly as needed.
Requirements
Requirements:
Core requirements:
- Active, unrestricted CPA or EA (we're open to either; a current state license is a plus, not a requirement). US CPA licenses only.
- Minimum 5+ years in US tax, 10+ years strongly preferred.
- Experience reviewing and signing returns for clients (strictly required).
- Must be adaptable and eager to learn new technologies and systems.
- Excellent communication and relationship-building skills. You should find it easy to build trust and rapport with clients.
- Must have the patience to explain complex tax concepts to clients with no accounting background.
- Fully fluent in English.
Not required, but would be a plus:
- Partner-level experience in a tax firm
- Familiarity with Drake
- Familiarity with QuickBooks Online
- Comfort with AI tools
This role is NOT a fit for someone who needs a lot of predefined structure, with a clear playbook to follow – this is a new tax practice, and you’ll be part of figuring out how things work. Especially in the early days, we’ll still be building the initial team and processes. This is a great opportunity for someone who wants to get in early at a new practice, help drive innovation, be creative, and make a big impact.
Benefits
Compensation:
- Base + bonus:
- Starting base rate: approx. $50-$70 per hour, with room for growth. Rate depends on experience, skills, and work location.
- Annual bonus based on performance.
- PTO for employees working 20+ hours/week.
- QSEHRA (monthly healthcare reimbursement)
- SIMPLE IRA with 3% employer match (once eligible)
- Company-provided computer and equipment
- CPE and license-renewal support
- Free Headspace subscription
- Significant schedule flexibility. The main requirement is that you be available between 9am and 11am Eastern Time at least 3 days per week (to ensure sufficient overlap with your colleagues).
BooksTime is an equal-opportunity employer. Candidates of every background are encouraged to apply.
Originally posted on Himalayas