Full Time
2500
TBD
Jul 24, 2026
The role
This is the financial steward seat for a tax and accounting practice serving online entrepreneurs — e-commerce operators, digital service providers, and content creators. It's a white-glove, year-round engagement: you don't just file a return in April, you own the client's books and tax picture every month of the year. The goal is for you to run day-to-day client operations independently within 3–6 months.
What you'll own
Tax (planning, prep & compliance)
Proactive tax planning and strategy — surfacing savings opportunities, not just filing
Preparation and review of individual and business returns (1040, 1120-S, related schedules)
S-corp work: setup, elections, reasonable-salary determinations, payroll optimization
Keeping clients compliant and ahead of deadlines year-round
Bookkeeping & year-round financial care
Monthly bookkeeping and close: categorization, reconciliations, clean and current books at all times
Preparing and reviewing financial statements clients can actually understand
Maintaining accuracy throughout the year so tax season is a non-event, not a scramble
Acting as the client's go-to for their numbers — translating complex financial and tax concepts for non-financial founders
Requirements (non-negotiable)
An active US credential — either a US CPA license or an IRS Enrolled Agent (EA). One or the other is required.
Hands-on US tax experience
Strong written and verbal communication; comfort owning client relationships directly
Reliable remote setup and internet for live client calls during EST hours
Preferred
Proficiency in Xero
Experience with online-entrepreneur / digital-business clients
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