Offshore Senior Tax Accountant

Background of Company:

One Stop Tax Strategists is co-founded by two dynamic sisters Tiffany and Melanie, inspired by their father Byron, a CPA with over 30 years of experience. Our company specializes in creative tax planning, preparation, bookkeeping, and payroll for entrepreneurs around the USA. Our client base is made up of about 70% real estate investors, spread across multiple US states. We are committed to helping our clients pay the least tax legally possible, enabling them to fund their dreams.

Our mission is to bring peace to taxes and purpose to profits to help our clients & team live more.

To get a feel for who we are, check out our WEBSITE ( ---------- / )!

The Best Applicant Will Be:
We are seeking a highly skilled accountant, with a minimum of 5 years of experience (and specific United States tax experience preferred), who thrives in a professional, structured, and remote work environment. The ideal candidate is disciplined, detail-driven, sincere, and precise, bringing a strong sense of accountability to their work. We value professionals who are committed to delivering high-quality service. If you are a thorough, conscientious, and dedicated tax expert looking for a long-term opportunity, we’d love to hear from you!


Start Day/Time:

Soonest is preferred, but we understand if you need to start sometime in March or later. We are looking for the right person, not the first person.

Role of Posting and Tasks:
As an Offshore Senior Tax Accountant, you will:
Have a minimum of 5 years of work in the accounting field, and US tax experience preferred, but not required.

Tax Preparation & Accounting
Prepare US tax returns, 1040, 1120s, 1065, 990’s, and other US tax returns assigned by the Senior Production Manager.
Complete bookkeeping, payroll, and accounting engagements.
Enter, reconcile, and analyze financial information.
Prepare supporting schedules and workpapers.
Maintain client confidentiality regarding all financial information and tax documents.

Tax Research & Technical Support
Research tax issues using IRS publications, government websites, and approved professional resources.
Apply current tax laws and firm procedures to assigned engagements.
Escalate complex tax questions to the Senior Production Manager or reviewer.
Stay current on tax law changes through continuing education and firm training.

Quality & Production
Perform a thorough self-review before submitting work for review.
Follow firm checklists, procedures, and documentation standards.
Correct review comments promptly and accurately.
Complete assigned work within established deadlines.

Workflow & Team Collaboration
Update engagement statuses in firm software.
Communicate workload concerns to the Senior Production Manager.
Participate in daily production huddles and required tea ---------- etings.
Collaborate with other production tea ---------- mbers to ensure timely completion of engagements.

Systems & Documentation
Maintain accurate and organized electronic workpapers, tax files, and supporting documentation.
Update engagement statuses and task progress in TaxDome and other firm systems.
Utilize Lacerte, QuickBooks Online, TaxDome, and other approved software to complete assigned work.
Document questions, assumptions, and engagement notes for reviewers and production leadership.
Follow firm document retention, confidentiality, and data security policies.
Ensure all assigned engagements include complete and accurate supporting documentation prior to submission for review.

Professional Development
Complete continuing education requirements.
Expand technical knowledge of tax preparation, bookkeeping, and payroll.
Learn firm software and production processes.
Participate in training and professional development opportunities.

What This Role Does NOT Do
Does not communicate directly with clients unless specifically authorized by direct supervisor.
Does not conduct client meetings or Zoom calls.
Does not provide tax advice or tax planning directly to clients.
Does not prepare or deliver tax plans.
Does not participate in sales consultations or prospective client meetings.
Does not supervise employees or assign work.
Does not independently review or approve completed tax returns.
Does not independently create or implement firm-wide policies or procedures.
Does not make owner-level business or financial decisions.

Required Qualifications
5+ years US individual (form 1040) and business (1120s & 1065) US tax preparation.
Strong attention to detail and organizational skills.
Ability to interpret and apply US tax laws and regulations.
Ability to maintain confidentiality and exercise sound judgment.
Proficiency with Microsoft Office and willingness to learn firm software.

Preferred Qualifications
CPA preferred
Experience with 990’s US tax preparation.
Experience with Lacerte, TaxDome, and QuickBooks Online.
Experience in a public accounting or tax firm.
Experience preparing individual and business tax returns.
Knowledge of tax issues affecting real estate investors.

Pay & Benefits:
Full-time and salary $40,000 to $50,0000 USD/Year.
100% Remote

Core Values:
1. We believe we will never “arrive,” but are committed to constant learning and evolution. Our environment is one of controlled chaos where innovation is encouraged, and adaptability is necessary. We push the boundaries of what's possible to bring about positive change and solutions that matter.

2. Integrity is at the core of all we do. We operate with honesty and transparency, treating every client and colleague with respect and fairness. We do the right thing 100% of the time, even if it’s not the best thing for us. 

3. We believe that work doesn't have to be all serious to be successful. A light-hearted atmosphere fuels our creativity and passion. We celebrate our diversity, share laughs, and foster an environment where everyone can be their true selves.

4. Our work is driven by a purpose that goes beyond the bottom line. We are passionate about empowering entrepreneurs to live their best lives, which means embracing every ---------- nt with enthusiasm and a can-do attitude. 

5. Success at One Stop Tax Strategists is a team effort. Growth also comes with growing pains and we work together to minimize these. We operate as a unified force, sharing knowledge, challenges, and victories. Every member plays a crucial role in our collective success, and we thrive on collaboration and mutual support.

6. We empower our team to take charge of their roles and responsibilities, encouraging a mindset of ownership and accountability. Mistakes are acknowledged and learned from, and we pride ourselves on our commitment to delivering exceptional results and overcoming any challenges.

Our Process for Interviewing:
Our interview process is designed to ensure a mutual fit. It includes:
1. Initial Screening: Review of applications, resumes, and Predictive Index.
2. Video Interview: A video submission of a few initial questions.
3. First Interview: A conversation to understand your skills, experience and core values.
4. Second Interview: A deeper dive into your fit with our core values and role specifics. Meet the partners.
5. Additional interviews as needed
6. Final Evaluation: Decision-making and offer presentation.

Next Steps:
Thank you for your interest in starting a new career with One Stop Tax Strategists. As part of our interview process, we ask that you:
1. Send resume to ----------
2. Complete a Predictive Index survey:
- The survey will allow you to tell us more about yourself.
- It is incredibly easy and only takes about 6 minutes to complete.
- Please take it on a desktop/laptop because a smartphone screen will be too small.
***Predictive Index Survey Linked HERE: ----------

Thank you for your interest and time!