Licensed CPA

About Tax Savvy
Tax Savvy is a U.S.-based tax and business advisory firm helping entrepreneurs legally reduce taxes while staying compliant and well-documented. We combine proactive tax planning, accurate bookkeeping, and strategic advisory so business owners can reinvest profits and grow with confidence.
We value clarity, integrity, documentation, and collaboration. Our team works closely together, respects each other’s time, and takes pride in high-quality work.

About the Role
We are seeking a detail-oriented Accounting Professional to support our U.S.-based CPA and advisory team. This role is highly focused on strategic growth in different phases of engagement. Primarily Reviewing previous Tax & Accounting records, identifying errors and missed opportunities; Correcting errors, cleaning up books and preparing taxes for previous years; managing and providing proactive support with a limited number of clients, catering to developing good rapport with the same clients. You will become familiar with Tax Dome, our CRM for communication, organization, and processes.
You must also be proficient in QuickBooks Online bookkeeping, financial reporting, reviewing &/or maintaining clean, compliant records that support advanced tax strategies.
You will work within a team, maintain a workflow & fulfill tasks within SOP's directed by an Operations Manager/Executive Assistant & other bookkeepers.


Primary Responsibilities
- knowledge of IRS regulations, and willingness to learn industry-specific expertise (Dental, Medical, other licensed professional/owner type businesses)
- Be passionate about accomplishing tasks thoroughly and on time.
- Review Accounting within Quickbooks Online, Xero and other accounting software or bank statements
- Perform Tax & Financial Analysis and Audits when onboarding clients
- Work with Operations Manager to create jobs and tasks to clean up taxes & accounting
- Work with Operations Manager to transition new clients into a workflow with tasks to be completed by bookkeeper and or yourself.
- Proficient in written and spoken English
- Work as a member of a team
- Financial Analysis & Audits
- In depth knowledge of QuickBooks Online
- Ability to proficiently review P & L's
- Reconcile accounts and identify discrepancies
- Maintain clean, audit-ready books
- Deliver books ready for US Tax Preparer/CPA
- Ensure bookkeeping aligns with tax strategies and compliance requirements
- Financial Reporting
- Prepare monthly financial reports for clients
- Prepare quarterly financial reports, including tax projections
- Ensure reports are accurate, timely, and clearly presented
- Advisory & Team Support
- Work with the founder and business managers to:
- Review financials prior to quarterly or annual client calls
- Discuss growth insights and financial trends
- Support tax planning by ensuring numbers are reliable and well-documented
- Client Communication Support
- Join client calls when needed or review recorded client communications to understand expectations
- Apply instructions accurately and ask clarifying questions when necessary
- Documentation & CRM Management
- Maintain detailed, clear notes in CRM, TaxDome
- Update tasks, client records, and statuses consistently
- Help keep the CRM clean and usable across the team

Required Qualifications
- Licensed CPA, US Tax Preparation (not necessarily filing) experience
- Strong familiarity in using CRM's and internal documentation
- Minimum 5 years of experience with QuickBooks Online
- Excellent written English skills
- Strong understanding of accounting and financial terminology
- High attention to detail and accuracy

Relevant Certifications (Optional but advantageous):
- Enrolled Agent (EA): Specialized expertise in IRS representation.
- Certified Internal Auditor (CIA): Strong background in internal controls.
- Certified Information Systems Auditor (CISA): Expertise in financial systems.

Ideal DISC Profile
This role is best suited for candidates with a Cd or CD DISC profile:
High C (Conscientiousness): Accuracy, compliance, documentation, attention to detail
High D (Dominance): On time, Responsive, independent, Takes pride in meeting deadlines and respond quickly to client needs.


Tools You’ll Use
- TaxDome
- QuickBooks Online
- Google Suite
- Notion
- Clickup
- Slack

Compensation & Growth
20+ hours per week - full time for the right candidate
Compensation based upon experience, speed and accuracy, ability to work within the team structure, pursuit of individual excellence while providing growth within the company

How to Apply
When applying, please include:
Your resume or CV
A short summary of your experience working as a US Tax Accountant/CPA
Your DISC profile (if available) or confirmation you align with Cdi /CD
The word “BOOKS” in your response to confirm you read the full job posting
Applications without the word BOOKS will not be reviewed.

Final Note
Our firm is in a significant growth phase. We need someone who is ready to work part time 20 hours now, and be able to work full time in the very near future. If you value precision, documentation, and being part of a team that cares about you as an individual as much as a job well done, we would love to hear from you.