Tax & Accounting Associate

Admin / Bookkeeper / Tax Preparer Full-Time | Remote | $900–$1,200/month We're a US-based CPA firm handling bookkeeping, tax prep, and back-office support for small businesses, real estate operators, and individual filers. We're hiring one experienced person to take real ownership of a book of clients — not a data-entry seat. You'll keep books clean, prepare returns, call agencies, and communicate directly with clients in writing. WHAT YOU'LL OWN Bookkeeping — QuickBooks Online • Full-cycle monthly bookkeeping: categorization, bank/card reconciliations, GL clean-up, month-end close • Monthly financial statements (P&L, Balance Sheet, Cash Flow) with anomalies flagged before client review • Fixed assets, prepaids, loan amortization, and recurring journal entries Tax Preparation — Intuit ProConnect • Federal and state returns (1040, 1065, 1120-S, 1120) prepared under owner review • K-1 input, depreciation, multi-state allocations, and clean supporting workpapers in Excel/Google Sheets • Return status tracked from missing docs through e-file acceptance Agency Calls & Notice Resolution • Call IRS, state DORs, FTB, EDD to resolve notices, pull transcripts, and set up payment plans • Draft POA (Form 2848) and TIA packages; manage follow-up to close • Log every call: agent name, badge ID, date/time, outcome, next step Document Management — Google Drive • Maintain client folder structure per our SOP — every document named, dated, and filed same day • Proactively spot missing items (W-2s, 1099s, K-1s, brokerage statements) and request them from clients Client Communication • Respond to client emails directly in clear, professional English • Request documents, follow up on open items, explain bookkeeping or tax questions at the client's level • Escalate anything sensitive or out-of-scope to the owner before responding MUST-HAVES • 3+ years of bookkeeping in a US CPA or bookkeeping firm (not BPO data entry) • Hands-on ProConnect experience: 1040 + at least one of 1065, 1120-S, or 1120 • QuickBooks Online proficiency — ProAdvisor certification strongly preferred • Strong Excel / Google Sheets: pivot tables, SUMIFS, INDEX/MATCH, VLOOKUP — be honest about your level • Client-ready written and spoken English — you will email and call on behalf of the firm • Comfortable calling IRS and state agencies through long hold times • Quiet home office, reliable internet, working webcam • This must be your primary full-time job NICE TO HAVE Gusto, ADP, or other US payroll platforms Real estate, e-commerce, or professional services clients Karbon, TaxDome, or practice-management tools Comfort using AI tools (Claude, ChatGPT) in your workflow HOURS & SCHEDULE • 40 hours/week, fully remote — flexible schedule • Minimum 4-hour daily overlap with 8 AM–5 PM PST • Daily async communication via email and project tool • Biweekly video check-ins with the owner We are an AI-friendly firm. You may use Claude or ChatGPT in your workflow, with strict rules about never inputting client data into public AI tools — training provided. NOT A FIT IF • Your written or spoken English is not yet client-ready • You've only done BPO-style data entry and have never closed books or prepped a return end-to-end • You go quiet under deadline pressure instead of communicating • You're looking for a side gig or short-term contract ClearBooks Admin / Bookkeeper / Tax Preparer Application — [what excites you most about this role] Your email must include: 1. One sentence on what stood out to you in this posting 2. A brief intro: which US firm(s) you've worked for and for how long 3. The ProConnect forms you've prepared (1040, 1065, 1120-S, 1120) and roughly how many per season 4. Short, honest answers to these four questions: • How would you handle a client frustrated about a missed tax deadline? • A client hasn't reconciled their bank feed in 4 months and keeps dodging your requests. What do you do? • Describe a complex bookkeeping or tax situation you handled well, and what made it complex. 5. Confirmation this is your primary full-time job 6. Confirmation you're comfortable with a video interview To confirm you read this carefully, include the word "tangerine" somewhere in your email. Applications that skip the questions or are obvious copy-paste will not be considered. Strong applications get a fast response.