[Hiring] Senior Tax Reviewer and Signer @BooksTime, Inc.

Role Description

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.

What you'll do:

• Tax returns:
  • Review the returns our team prepares, sign them under your own PTIN, and own the judgment calls.
  • 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:
  • 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.

Qualifications

• 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.
• Must have the patience to explain complex tax concepts to clients with no accounting background.
• Fully fluent in English.

Requirements

• 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:
  • 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).

Company Description

• 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.