Senior Tax Reviewer & Signer -- Fully Remote, Flexible, Low Hours During Tax Sea

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 :
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Focused on building personal relationships and trust with each client.

- Modern, tech-savvy approach.

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A culture that is friendly, collaborative, supportive, and positive.

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Clients include small businesses, nonprofits and individuals across the US.

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Consistent growth every year since being founded in 2016. Recognized on the Inc. 5000 list of America's fastest-growing private companies.

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Approx. 120 staff across the US and abroad.

- Not a CPA firm; no assurance services.

About the tax practice we’ll be launching:

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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.

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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.)

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Fully remote. No need to commute. Work from anywhere.

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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:

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You’ll review the returns our team prepares, sign them under your own PTIN, and own the judgment calls.

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You may also prepare some returns yourself, especially in the early days.

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Your work will include US federal and state returns for small businesses and individuals, especially schedule C and S corp clients.

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We’ll use Drake for the 2026 tax year (though that may change in future years).

- Tax explanation and advice:

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Explain returns and positions to clients in plain language.

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Provide planning and advisory where clients need it.

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Other optional functions that can be added to this role, if desired:

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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.

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Help us screen and train an overseas team who will help with tax prep.

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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.

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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.

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You’ll be working alongside one other signer at first (more later).

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We also plan to build out a team of preparers in the near future.

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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:

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Active, unrestricted CPA or EA (we're open to either; a current state license is a plus, not a requirement). US CPA licenses only.

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Minimum 5+ years in US tax, 10+ years strongly preferred.

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Experience reviewing and signing returns for clients (strictly required).

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Must be adaptable and eager to learn new technologies and systems.

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Excellent communication and relationship-building skills. You should find it easy to build trust and rapport with clients.

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Must have the patience to explain complex tax concepts to clients with no accounti