Senior Tax Reviewer & Signer -- Fully Remote, Flexible, Low Hours During Tax Seasons

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.