Overview

About Us:

When it feels like the financial side of business is like being forced to eat broccoli, we are your ranch dressing. We are a boutique fractional CFO and tax strategy practice with a modern approach for today’s online business owner. We are currently 100% remote and paperless. Our client portfolio consists of service-based businesses located nationwide. Our small client portfolio enables us to deliver a deep, high-touch service designed to optimize financial performance and tax savings while maintaining attention to detail.

 

Our core values are as follows:

  • Everything anchors to the client’s goals: What may seem like an optimal or lucrative strategy may not align with the priorities of the business owner. All elements of service should be aligned to the client’s goals (and the law).
  • Our value is transformational, not transactional: Value doesn’t come in the form of tax returns and financial statements. Value comes in peace of mind, strategy, and security. We strive to add value over and above the client’s investment in us.
  • We are part of the team:  We must communicate proactively and respond promptly. We must communicate proactively and respond promptly. We also expect clients to actively participate in the journey and enable teamwork.

About the Role:

You’ll oversee and own tax strategy projects and tax return preparation for small business clients,  including strategy identification, evaluation and implementation. This is an opportunity for you to shift focus from volume-based tax return processing to high-value services and apply your knowledge and experience in thought leadership and client communications. Our practice is expanding and this role is a new addition to the team with room to grow. You will operate under our EFIN. This is a fully remote role, working part time with flexible hours.

What You’ll Do:

  • Meet with clients to discuss their goals and possible tax strategy applicability
  • Prepare a tax strategy plan and deploy templates and tools to implement strategies
  • Utilize monthly financials and client correspondence to update tax plans on a monthly basis
  • Assist with tax strategy playbook design and process improvement
  • Oversee the preparation and review of business and individual tax returns
  • Conduct research on advanced and complex tax questions
  • Create thought leadership on business tax topics (e.g., blogs, emails)
  • Appear on our podcast to discuss tax topics

Valued characteristics of our team include:

Compassionate Service – Meeting the client where they’re at without judgment
Heart of a Teacher – A burning desire to educate and empower
Integrity – Doing the right thing, especially when it is the harder choice
Lifelong Learner– Able to identify opportunities to improve processes and skills

 

How to Apply:

Apply by emailing with your resume and a loom video answering the following questions in 5 minutes or less:

  1.  What most attracted you to this position?
  2. What is the most valuable trait you look for in a manager/leader?
  3. Do you believe in going above and beyond for clients? Explain.

Tagged as: tax compliance, tax preparation, tax strategy

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.

Qualifications

3-5 years of business and individual tax return preparation experience Enrolled Agent (EA), CPA or candidate preferred Active PTIN Constant curiosity and desire to expand knowledge Able to stay on top of changing tax legislation and news Tech-savvy and experienced with the Intuit suite of products (QBO, ProConnect) Attentive to details and strong project management skills Excellent writing skills Proactive communicator, willing to point out issues and incongruence Critical thinker and problem solver