Occupational Therapist, OT

Pay: $100,000.00 - $200,000.00 per year

Why This Is a Great Opportunity

• Join a modern, strategy-first tax firm that advises entrepreneurs, investors, and growing businesses
• Step into a high-impact client-facing role with real ownership of relationships, deliverables, and outcomes
• Work fully remotely while staying connected to a collaborative, high-performing team
• Advise interesting small business and individual clients across business returns, personal returns, and tax strategy
• Grow with a firm that values strong communication, technical excellence, integrity, and continuous learning
• Be part of a team that blends sophisticated tax thinking with practical, high-value client service

Location: Fully remote. Candidates may live anywhere in the U.S., but must be able to work at least 80% of the workday during Central Time business hours.

Note: To be considered, candidates must have recent remote work experience, hands-on experience with 1065s, 1120S, 1120s, and personal returns, and at least 1 year of experience as a Tax Manager in a regional or small firm environment.

About Us

We are a strategy-first tax and advisory firm focused on helping entrepreneurs, small businesses, and high-growth companies make smarter financial decisions. Our team combines strong technical tax knowledge with practical, responsive client service and a modern remote work environment. Confidential Employer.

Job Description

• Manage a portfolio of tax clients and serve as a lead point of contact for day-to-day advisory and compliance needs
• Prepare and review business tax returns including 1065s, 1120S, and 1120s, along with related individual returns
• Advise clients on tax matters with a practical, strategy-oriented mindset
• Deliver highly responsive, high-quality service and maintain strong client relationships
• Support and mentor team members through guidance, review, and knowledge sharing
• Conduct tax research, stay current on tax law developments, and communicate findings clearly to clients and team members
• Help improve workflows, documentation, and internal processes to drive efficiency across the tax function
• Collaborate in a fully remote environment while maintaining strong availability during Central Time business hours

Qualifications

• 5+ years of tax and/or accounting experience
• At least 1 year of experience as a Tax Manager in a regional CPA firm or small accounting firm
• Strong hands-on experience with 1065s, 1120S, 1120s, and individual returns
• Experience with Schedule E and Schedule C returns
• Experience directly managing clients and interacting with staff
• Prior remote work experience required
• Bachelor’s or associate’s degree in accounting, finance, economics, or related field
• CPA or EA is welcome, but not required
• Strong communication skills, professionalism, and client-service mindset
• Experience with ProConnect, QuickBooks, and/or Xero is preferred
• Experience with small business clients, real estate, multi-state tax, partnerships, and S-Corps is strongly preferred
• Experience with California, Oregon, New York, and/or New Jersey state tax matters is a plus
• Candidates coming directly from Big 4 environments are not preferred unless they also have small or mid-sized firm experience

Why You Will Love Working Here

• Fully remote setup with flexibility built around a consistent, communicative work style
• Strong culture centered on people, growth, integrity, and work-life harmony
• Meaningful client relationships and visible impact on the businesses you support
• Opportunity to work on both technical tax matters and practical advisory issues
• Team environment that values mentorship, learning, and process improvement
• Clear opportunity to contribute beyond return prep through client leadership and firm development

JPC-743

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Job Type: Full-time

Benefits:

• Dental insurance
• Paid time off
• Vision insurance