[Hiring] Senior Tax Accountant / Tax Advisor @Veritas Planning Advisors - CPA

Role Description

The Senior Tax Accountant / Tax Advisor serves as a trusted advisor to individuals and business owners, delivering tax compliance, planning, and resolution services. The role also supports the development of junior team members and works directly with the firm’s founder.

What You Will Own in Year One

• A book of individual and business clients, including Forms 1040, 1120-S, and 1065 and related state filings, delivered accurately and on time.
• Bookkeeping and accounting support for urgent client matters during tax season, including account reconciliations and adjusting entries, so that returns can be prepared on schedule.
• Review of financial statements and bookkeeping work prepared by our junior staff, with clear feedback that prevents recurring errors.
• Review of tax returns prepared by junior team members.
• Tax planning for your clients, including a year-end planning meeting with each applicable client and written recommendations they can act upon.
• Management of IRS and state notices from initial correspondence through resolution, including installment agreements and penalty abatements.
• Completion of reviews within 3 days and delivery of returns to clients within 2 weeks.
• Coaching of junior team members to identify planning opportunities as they prepare returns.

How You Will Work

• You are expected to manage your own pipeline, raise concerns well ahead of deadlines, and ask for support early.
• Busy season (January through April, plus extension deadlines) is demanding, and we plan workloads so that hours remain sustainable.

Qualifications

• An active CPA or EA license in good standing.
• A minimum of 4 to 6 years of accounting experience within a CPA firm.
• Strong, hands-on experience in tax planning and tax preparation.
• Strong technical accounting skills, including a thorough understanding of adjusting entries and the preparation of accurate financial statements.
• Expert-level proficiency in QuickBooks Online.
• Must be located in the United States.
• Available during Eastern Time business Core hours.
• Experience in client-facing work is a plus.

Compensation and Growth

This is not a dead-end staff position. You will help build a firm alongside its owner, in a culture that values quality over quantity. We focus on delivering excellent work for the right clients rather than pursuing volume.

Total Compensation

• Base salary of $80,000 to $100,000 per year (USD), commensurate with experience.
• Monthly health insurance stipend.
• Employer SIMPLE IRA contribution.
• Internet reimbursement and a home office setup budget.

Flexibility and Balance

• Fully remote work.
• 10 days of paid time off in your first year, increasing with seniority.
• 7 paid holidays.

Investment in You

• Annual CE allowance.
• Direct mentorship from the firm’s owner.

Culture

• A collaborative, flat environment with direct access to the owner.
• Modern cloud-based software and technology.