Virtual Tax Accountant / Personal Finance Systems Pro

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TYPE OF WORK

Part Time

SALARY

$6-9 per hour, depending on experience

HOURS PER WEEK

7

DATE UPDATED

Feb 22, 2026

JOB OVERVIEW

Virtual Tax Accountant / Personal Finance Systems Pro

Contract | Remote | Growth Opportunity

Why you’ll love this job: You’ll work with a smart, kind, and fun client who values excellence, plans ahead, and believes accounting systems should make life easier—not harder.

The Mission

Make my 2025 taxes painless and build simple, durable systems so 2026 and beyond are a breeze.

I’m a former CEO and magazine publisher seeking a sharp, proactive virtual tax accountant who gets things right the first time, anticipates next steps, and builds clean systems that actually stick. This role is light and predictable long-term; the real lift is upfront—organizing and systematizing in time for the April 15, 2025 deadline.

What You’ll Do

2025 Tax Prep (Immediate Priority)

Prepare and/or coordinate filing of personal taxes and two rental properties

Organize and reconcile 2024–2025 data efficiently

Identify deductions, risks, and opportunities early (no last-minute surprises)

Ask smart questions upfront and communicate clearly throughout

Ongoing Accounting & Monthly Oversight

Provide light monthly reporting so year-end is turnkey

Oversee accounting for two rental properties
(Property manager already provides P&Ls—you’ll integrate and oversee, not recreate)

Maintain simple tracking for personal finances

Keep everything clean, current, and tax-ready at all times

Systems & Workflow

Design a secure, low-friction workflow for expense and revenue tracking
(Preference for methods that do not require sharing bank logins)

Recommend and implement practical tools—simple, secure, and sustainable

Create clarity without overengineering

Who You Are

A true go-getter who anticipates needs and follows through

Precise, organized, and calm under deadlines

Proactive communicator—responsive and reliable

Comfortable working with high-performing, professional clients

Strong judgment around security, privacy, and controls

Fluent in modern accounting tools and best practices (and English)

You take pride in making complex things feel simple—and making your clients feel on top of their finances.

Requirements:

Bachelor's Degree in Accounting
CPA or EA credentials
4+ years experience in tax accounting
Experience with rental properties
Background supporting executives, founders, or creatives

Structure & Growth

Fully remote / virtual
Contract role to start
Light monthly workload after ramp-up
Potential to grow into a broader advisory or financial oversight role if performance is strong

How to Apply

Send a brief note explaining:

Your experience with personal + rental property taxes

The tools/systems you prefer for secure, low-friction, confidential workflows

What the first 10 days would look like

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