
CPA Tax Accountant
Paired
full-time
Posted on:
Location Type: Remote
Location: Colombia
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About the role
- Prepare, review, and file federal and state tax returns for individuals and small businesses while ensuring compliance with all tax laws
- Analyze financial statements and identify areas for tax savings and improvements
- Maintain organized records in accordance with IRS requirements, ensuring audit readiness
- Establish and maintain clear communication with clients through email to gather documentation and clarify tax-related inquiries
- Utilize Canopy CRM to track progress on client files and support workflow management
- Work collaboratively with the team to ensure the timely completion of projects
- Monitor industry changes and update processes accordingly to optimize tax strategies
Requirements
- Certified Public Accountant US(CPA) designation with at least 3 years of focused experience in U.S. tax preparation and compliance
- Extensive knowledge of both federal and state tax regulations
- Proficient in tax software and CRM tools, with a strong preference for experience with Canopy CRM
- Excellent written communication skills, particularly in client correspondence
- Strong analytical mindset with attention to detail in handling complex tax issues
- Adept at managing multiple clients and projects in a fast-paced remote environment
- Ability to work both independently and collaboratively within a team setting
- Bonus If You:
- Have experience with Canopy CRM or similar client management systems
- Have experience advising startups or small businesses
- Possess a thorough understanding of tax strategy and planning
Benefits
- Competitive salary (USD)
- Work From Home
- Flexible hours
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax preparationtax compliancefinancial statement analysistax strategytax savingsaudit readinessattention to detailclient management
Soft skills
written communicationanalytical mindsettime managementcollaborationindependence
Certifications
Certified Public Accountant (CPA)