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TAX CANDIDATES

FTE Tax Senior  | Candidate ID #23616387

• Certifications: EA
• Education: BS Accounting, MS Taxation
• Experience (years): 10+ tax and accounting
• Work experience (detail): 6+ in public accounting
  • 3 in healthcare industry
  • Full cycle accounting and financial reporting
  • Prepared tax filings for individuals, SMBs, partnerships, nonprofits
  • 30% review for tax team
• Client tax planning and year-end work papers
• Client niches: Restaurants, Delis, Food Service, Construction, Services
• Tech Stack: ProSeries, Drake, TaxWise, GoSystems, Intuit
• Remote Work Experience: Y
• Salary: $85k
• Time Zone: Eastern
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FTE Tax Senior/Manager | Candidate ID #23674176

• Certifications: EA
• Education: BS Accounting, MS Accounting and Finance
• Experience (years): 20+ years accounting and tax
• Work experience (detail): 10+ years in public accounting
  • Remote team management experience
  • Tax planning and compliance, advisory
  • 70% review during 2024 tax season
  • Preparation of more complex returns
• Client niches: SMBs, Real Estate, Construction, Retail, Tech, Agriculture, Medical Practices
• Tech Stack: QB/QBO, ProSystems fx, UltraTax, Lacerte
• Remote Work Experience: Y
• Salary: $125k, flexible, open to incentives and equity
• Time Zone: Eastern
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FTE Tax Accountant  | Candidate ID #23717669

• Certifications: CPA in process
• Education: BA Economics, MA Management
• Experience (years): 3+ years accounting and tax experience
• Work experience (detail): 3 in public accounting
  • Preparation of amended returns
  • Led R&D and other tax credit engagements
  • Client facing, data gathering interviews
  • Financial analysis
• Client niches: Manufacturing, Engineering, Tech, Software, Agriculture
• Tech Stack: Axcess, UltraTax, CCH Suite
• Remote Work Experience: Y
• Salary: $90k
• Time Zone: Central
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FTE Tax Senior  | Candidate ID #23663261

• Certifications: CPA in process
• Education: BS and MS Accounting
• Experience (years): 4+ years experience
• Work experience (detail): 3+ in public accounting
  • Prepares 250+ returns per season
  • Over 65% of effort is review
  • Tax planning and estimated payments
• Client facing experience
• Client niches: Restaurants, Manufacturing, Real Estate, Medical and Legal Practices
• Tech Stack: QBO, Axcess, Engagement, Fixed Assets, Checkpoint, TaxWise
• Remote Work Experience: Y
• Salary: $90k, flexible with benefits
• Time Zone: Central
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FTE Tax Accountant | Candidate ID #22561927

• Certifications: EA 
• Education: BSBA Accounting
• Experience (years): 7 years in public accounting
• Work experience (detail): 7 years tax experience
  • Managed 10 large corporate client tax engagements
  • Expat tax experience
  • Tax planning, provisioning and advisory
• Client niches: Financial services, Minerals and Mining, International
• Tech Stack: MS Office Suite, additional proprietary tax & accounting software
• Remote Work Experience: Y
• Salary: $80k, flexible for the opportunity
• Time Zone: Pacific
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FTE Tax Senior | Candidate ID #18109457

• Certifications: EA in process
• Education: BBA Accounting
• Experience (years): 12 years accounting and tax
• Work experience (detail): 10+ in public accounting
  • Prepared 300 returns per season
  • 50/50 Business and individuals
  • Year end workpapers, adjusted GL
  • Advised SMB owners on tax planning
• Client niches: SMBs, S and C Corps, Partnerships, Trusts, Estates, Individuals
• Tech Stack: QB/QBO, Axcess, UltraTax, Drake, ProSeries, Lacerte
• Remote Work Experience: Y
• Salary: $95k, flexible
• Time Zone: Pacific
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TAX AND ACCOUNTING CANDIDATES

FTE Tax and Accounting Senior / Manager  | Candidate ID #23710075

• Certifications: CPA
• Education: BS Accounting
• Experience (years): 25+ years accounting experience
• Work experience (detail): 10+ in public accounting
  • 20+ years tax preparation and review
  • Full cycle accounting, finance, tax and advisory
  • Family office, HNWIs with multiple entities
• Client niches: Family Office, Real Estate, Investors, Private Equity
• Tech Stack: QB/QBO, UltraTax, Lacerte, Drake, Intacct, NetSuite, Bill.com, DropBox
• Remote Work Experience: Y
• Salary: $100k
• Time Zone: Eastern
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FTE Tax and Accounting Senior | Candidate ID #22403915

• Certifications: CPA in process
• Education:  BBA Accounting
• Experience (years): 12 years accounting and tax experience
• Work experience (detail): 9 years in public accounting
  • Full cycle accounting, financial reporting, tax preparation
  • Completed complex Federal returns for large clients
  • Payroll and state filings monthly and quarterly
  • Fractional controller
• Client niches: Energy, Real Estate, Construction, Mfg, Healthcare, Family Office
• Tech Stack: QB/QBO, Axcess, Engagement, ProSystems fx, UltraTax
• Remote Work Experience: Y
• Salary: $75k
• Time Zone: Central
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FTE Tax and Accounting Senior | Candidate ID #23728021

• Certifications: EA in process
• Education: BBA and MS Accounting
• Experience (years): 7+ years accounting and tax experience
• Work experience (detail): 3+ in public accounting
  • Full cycle accounting and financial reporting
  • Audit experience with a Big 4 firm
  • Client tax planning and advisory
  • Preparation of year end financials
  • Filing Federal, state and local taxes
• Client niches: Real Estate, Retail, Professional Services, Health Insurance
• Tech Stack: QB/QBO, NetSuite, Great Plains, Lacerte, TaxSlayer, Yardi
• Remote Work Experience: Y
• Salary: $95k, flexible
• Time Zone: Eastern
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FTE Tax and Accounting Senior / Manager | Candidate ID #23717894

• Certifications: CPA
• Education: BS Business, MS Accounting
• Experience (years): 10 years accounting and tax experience
• Work experience (detail): 8+ in public accounting
  • Indirect taxation, research and advisory
  • Managed engagement teams
  • Supported Federal tax filing revenues and tax expense
  • Prepared workpapers and financials for real estate clients
• Client niches: Real Estate, Hospitality, Retail, Tech, Manufacturing, Pharma, Marketing
• Tech Stack: Checkpoint, GoSystems, OneSource, CCH, Lexis
• Remote Work Experience: Y
• Salary: $125k, flexible
• Time Zone: Eastern
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FTE Tax and Accounting | Candidate ID #10047633

• Certifications: QBO ProAdvisor
• Education: BA Accounting
• Experience (years): 11 years of tax and accounting experience
• Work experience (detail): All in public accounting
  • Business and individual tax return preparation
  • Some tax return review experience
  • New client clean up and onboarding
• Client niches:  Medical Practices, Restaurants, Retail, Franchises, Govt Contractors
• Tech Stack: QB/QBO, ACS, Sage, UltraTax, Lacerte 
• Remote Work Experience: Y
• Salary: $65-$75k
• Time Zone: Eastern
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FTE Tax and Accounting | Candidate ID #23716103

• Education: BBA Accounting 
• Experience (years): 4+ years accounting experience
• Work experience (detail): 2+ in public accounting
  • 100+ tax returns prepared per season
  • Handles payroll for 7+ clients
  • Monthly bookkeeping/financials for multiple clients
  • Onboarding new clients
• Client niches: Retail, Churches, Restaurants, Construction, Services
• Tech Stack: QB/QBO, Wave, ProSystems fx, Axcess 
• Remote Work Experience: Y
• Salary: $65k
• Time Zone: Central
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FTE Tax and Accounting | Candidate ID #23685583

• Certifications: CPA
• Education: BS Accounting and Finance 
• Experience (years): 3+ years in public accounting
• Work experience (detail): Currently a senior accountant
  • Supervises a team of 4 associates
  • Handles full cycle accounting for 20+ clients
  • Prepares business and individual tax returns for 70+ clients
• Client niches: Software,Tech Startups, FinTech/Banking, Healthcare, Manufacturing, Legal
• Tech Stack: QB/QBO, Xero, Wave, NetSuite, BusinessCentral, Drake, Lacerte, TaxSlayer
• Remote Work Experience: Y
• Salary: $95k
• Time Zone: Eastern
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FTE Tax and Accounting | Candidate ID #23724390

• Certifications: EA
• Education: BS Accounting
• Experience (years): 7 years accounting experience
• Work experience (detail): Currently a senior accountant with a CPA firm
  • Tax preparation and review experience
  • Strategic tax planning and advisory services
  • Full-cycle accounting including budgeting, financial reporting
  • Responds to tax notices
• Client niches: SMBs, Retail, Restaurants, Real Estate
• Tech Stack: QB/QBO, ProSeries, RentManager, Quicken, Karbon
• Remote Work Experience: Y
• Salary: $80k, flexible
• Time Zone: Central
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FTE Tax and Accounting | Candidate ID # 23738240

• Certifications: QBO ProAdvisor
• Education: BBA Accounting
• Experience (years): 2+ years tax and accounting experience
• Work experience (detail): Currently a tax accountant with a public firm
  • Works directly with 15+ clients
  • Experience with accounting cleanup
  • Client onboarding experience transitions to QBO
  • Prepared 100+ returns per year with a mix of 35% individual and 65% business returns
  • Some tax return review experience
• Client niches: Medical Practices, Professional Services, Construction, Agriculture, Oil & Gas
• Tech Stack: QB/QBO, CCH, Drake, Fixed Assets
• Remote Work Experience: Y
• Salary: $65k, flexible
• Time Zone: Central
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ACCOUNTING CANDIDATES

FTE Accounting | Candidate ID #23694833

• Certifications: CPA in process
• Education: BS and MS Accounting
• Experience (years): 9 years accounting experience
• Work experience (detail): 2+ years in public accounting
  • Financial statement analysis and reporting
  • Full-cycle accounting for multiple clients
  • Manages the bookkeeping team
  • Supports accounting system implementations
• Client niches: Real Estate, Construction, Hospitality, Nonprofits
• Tech Stack: QB/QBO, Intacct, NetSuite, etc. 
• Remote Work Experience: Y
• Salary: $80-$90k
• Time Zone: Eastern
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FTE Accounting | Candidate ID #22011241

• Education: BA Accountancy
• Experience (years): 10 years of overall experience
• Work experience (detail): Now leading a client accounting team
  • Team member training, coaching and work review
  • Financial analysis and client advisory
  • Coordinates client care with audit and tax teams
• Client niches: Medical Practices, ecommerce, Mortgage Banking, Construction, SaaS, Hospitality
• Tech Stack: QB/QBO, Dynamics, Xero
• Remote Work Experience: Y
• Salary: $95k, flexible
• Time Zone: Central
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FTE Accounting | Candidate ID #18542145

• Education: BA Accounting
• Experience (years): 9+ years of accounting experience 
• Work experience (detail): Now a senior accountant for a remote firm
  • Financial data analysis and client advisory
  • Prepares monthly, quarterly, and annual financial reports
  • Experience with process improvements and implementing automation tools
• Client niches: SMBs, Hospitality, SaaS, ecommerce, Legal Practices, Professional Services, Healthcare, Start Ups
• Tech Stack: QB/QBO, Xero, Ramp, Bill.com, Brix, Paychex, Gusto, ADP, etc.
• Remote Work Experience: Y
• Salary: $75-$85k
• Time Zone: Eastern
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SEASONAL TAX FREELANCE CANDIDATES

PT Tax Freelance | Candidate ID #F-23566036

• Certifications:  QBO, Annual Filing Seasonal Preparer Certification 
• Education: BA
• Tax Experience: 10 years
  • Previously held a seasonal tax position: Yes
  • Experienced in individual and business returns: Both
  • Experienced in return preparation and/or review: Preparation
  • Other special expertise or skills: Bookkeeping, Payroll
• Client niche: Professional Services, Real Estate, Construction 
• Tax Prep Software Experience (top 3): TaxWise, ProConnect, UltraTax
• Remote Work Experience: Yes
• Hours available per week: 20 hours 
• Hourly Rate: $40 /hour
• State: TX
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PT Tax Freelance | Candidate ID #F-21995997

• Certifications: CPA, MS, TX, LA
• Education: BA Accounting, BBA – Finance
• Tax Experience: 14 years        
  • Previously held a seasonal tax position: No
  • Experienced in individual and business returns: Both
  • Experienced in return preparation and/or review: Both
  • Other special expertise or skills: Audit, Financial Analysis
• Client niche:  Generalist, SMBs, Corporations, served most industries
• Tax Prep Software Experience (top 3): Axcess, ProSystems fx, Lacerte, Drake
• Remote Work Experience: Yes
• Hours available per week: 30 hours 
• Hourly Rate: $100 /hour, flexible
• State: MS
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PT/FT Tax Freelance | Candidate ID #F-20180074

• Education: BA Business, MA Accounting and Finance
• Tax Experience: 24 years        
  • Previously held a seasonal tax position: Yes
  • Experienced in individual and business returns: Both
  • Experienced in return preparation and/or review: Both
  • Other special expertise or skills: Accounting, Sales and Payroll Tax
• Client niche: Technology, Manufacturing, Financial Services, Services   
• Tax Prep Software Experience (top 3): UltraTax, ProSeries, Drake
• Remote Work Experience: Yes
• Hours available per week: 40 hours 
• Hourly Rate: $32-40 /hour
• State: WI 
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PT/FT Tax Freelance | Candidate ID #F-17604718

• Certifications:  EA
• Education: BA Accounting
• Tax Experience: 6 years        
  • Previously held a seasonal tax position: Yes
  • Experienced in individual and business returns: Both
  • Experienced in return preparation and/or review: Both
  • Other special expertise or skills: GL Accounting, Payroll, Financial Reporting
• Client niche: SMB, Real Estate, Professional Services, HNWIs
• Tax Prep Software Experience (top 3): UltraTax, Lacerte, Drake
• Remote Work Experience: Yes
• Hours available per week: 40 hours 
• Hourly Rate: $60 /hour
• State: MN
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PT Tax Contractor | Candidate ID #F-23577496

• Certifications: QB ProAdvisor, CPA
• Education: BBA, MA Accounting
• Tax Experience: 5 years        
  • Previously held a seasonal tax position: Yes
  • Experienced in individual and business returns: Both
  • Experienced in return preparation and/or review: Both
  • Other special expertise or skills: Sales and Use Tax, Payroll Tax
• Client niche: SMB, Professional Services, Agriculture, Retail, ecommerce 
• Tax Prep Software Experience (top 3): Drake, UltraTax, Lacerte
• Remote Work Experience: Yes
• Hours available per week: 20 hours 
• Hourly Rate: $55-65 /hour
• State: GA
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PT Tax Contractor | Candidate ID #F-23582358

• Certifications: QB ProAdvisor
• Education: OJT
• Tax Experience: 5 years        
  • Previously held a seasonal tax position: Yes
  • Experienced in individual and business returns: Both
  • Experienced in return preparation and/or review: Both
  • Other special expertise or skills: Sales and Payroll Tax
• Client niche: SMB, Professional Services, Agriculture, Retail, ecommerce 
• Tax Prep Software Experience (top 3): UltraTax, ProSeries
• Remote Work Experience: Yes
• Hours available per week: 10 hours 
• Hourly Rate: $25 /hour
• State: MS
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PT/FT Tax Contractor | Candidate ID #F-23665676

• Certifications: EA
• Education: BA, MBA
• Tax Experience: 15 years        
  • Previously held a seasonal tax position: Yes
  • Experienced in individual and business returns: Both
  • Experienced in return preparation and/or review: Both
  • Other special expertise or skills: Sales and Payroll Tax
• Client niche: Insurance, Real Estate, Investors, Professional Services
• Tax Prep Software Experience (top 3): Axcess, UltraTax, Lacerte
• Remote Work Experience: Yes
• Hours available per week: 30-40 hours 
• Hourly Rate: $35-40 /hour
• State: LA
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PT Tax Contractor | Candidate ID #F-23577712

• Certifications: N/A
• Education: BA Accounting
• Tax Experience: 14 years        
  • Previously held a seasonal tax position: Yes
  • Experienced in individual and business returns: Both
  • Experienced in return preparation and/or review: Both
  • Other special expertise or skills: Sales. Client Management
• Client niche: SMB, Construction, Contractors 
• Tax Prep Software Experience (top 3): Drake, ProSeries, TaxSlayer
• Remote Work Experience: Yes
• Hours available per week: 10-30 hours 
• Hourly Rate: $22+ /hour
• State: GA
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PT Tax Contractor | Candidate ID #F-23583967

• Certifications: CPA, PA
• Education: BA,MBA Accounting
• Tax Experience: 5 years        
  • Previously held a seasonal tax position: Yes
  • Experienced in individual and business returns: Both
  • Experienced in return preparation and/or review: Both
  • Other special expertise or skills: Full cycle accounting, Audit and Tax
• Client niche: SMB, Construction, Retail, Transportation
• Tax Prep Software Experience (top 3): Drake, UltaTax, Axcess
• Remote Work Experience: Yes
• Hours available per week: 20 hours 
• Hourly Rate: $50-75 /hour
• State: PA
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About the Author: Liz Branch is the COO of Accountingfly. Don’t hesitate to reach out to liz@accountingfly.com.