About this role
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.