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TAX CANDIDATES

FTE Tax Senior | Candidate ID #23636747

• Certifications: EA
• Education: BS
• Experience (years): 5 years tax experience
• Work experience (detail): All in public accounting
  • 5 tax seasons preparing returns for HNWIs and SMBs
  • 300+ returns per season, 50-50 individuals, businesses
  • Client-facing with S-Corps, partnerships, trusts
  • Business development experience
• Client niches: Services, Construction, Manufacturing, Creatives, Media, Marketing, Agriculture
• Tech Stack: QB/QBO, UltraTax, SurePrep
• Remote Work Experience: Y
• Salary: $85k, flexible
• Time Zone: Mountain
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FTE / PTE Tax Senior  | Candidate ID #23612936

• Education: BS Accounting
• Experience (years): 30 years accounting and tax experience 
• Work experience (detail): 18 years in public accounting
  • Preparation of partnership, trusts, fiduciary returns
  • Led a tax practice specializing in HNWIs and family businesses
  • Family office, HNWIs with multiple SMB entities
• Client niches: Professional Services, Construction, Real Estate, Material Suppliers, Distribution, Services
• Tech Stack: QB/QBO, CS Fixed Assets, Axcess, UltraTax, ProSystems fx, Engagement, ProSeries, CCH Suite, GoFile
• Remote Work Experience: Y
• Salary: $40/hour 1099, $90k for a FTE/W2 role, flexible
• 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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TAX AND ACCOUNTING CANDIDATES

FTE Tax and Accounting | Candidate ID #23636177

• Certifications: CPA
• Education: BA in Accounting and Business
• Experience (years): 7 years accounting and tax experience
• Work experience (detail): All in public accounting
  • Prepared more complex returns
  • Reviewed associate prepared filings
  • Compilation and financial statement preparation
• Client niches: SMBs, Manufacturing, Distribution, Transportation, Agriculture, Co-ops, Construction
• Tech Stack: QB/QBO, Accounting CS, Axcess, Engagement, UltraTax
• Remote Work Experience: Y
• Salary: $85k, flexible
• Time Zone: Central
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FTE Tax and Accounting Senior / Manager | Candidate ID #23606529

• Certifications: QB ProAdvisor, CPA in process
• Education: BA, MBA, MA Accounting
• Experience (years): 18+ years accounting experience
• Work experience (detail): 12+ years in public accounting
  • 4+ years remote tax preparation and review experience
  • Supported 50 clients with 300 returns prepared
  • Financial analysis and advisory
  • International tax experience, multilingual
• Client niches: Technology, Government, Construction, Medical Practices, Real Estate
• Tech Stack: QB/QBO, Lacerte, ProConnect, Drake, Axcess, SalesForce, NetSuite, PowerBI, Alteryx, Paycom, Sage 
• Remote Work Experience: Y
• Salary: $120k, flexible
• Time Zone: Eastern
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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 25 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 #23699443

• Certifications: QBO Proadvisor, CPA
• Education: BS Business, BS Accounting
• Experience (years): 3+ years accounting and tax experience
• Work experience (detail): Currently an accountant with a CPA firm
  • Responsibility for review and approval of accounting entries
  • Month-end closings and financial reporting for 20+ clients
  • Client-facing review of financial reports and analysis
  • Individual and business return preparation, review experience
• Client niches: Real Estate, Medical Practices, Hospitality, Professional Services
• Tech Stack: QB/QBO, CCH Prosystem fx, Engagement, Gusto, Drake
• Remote Work Experience: Y
• Salary: $85-95k, 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, Fund EZ, Blackline 
• 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: BS/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, Rippling, Justworx 
• 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/FT Tax Freelance | Candidate ID #F- 22588666

• Certifications:  EA
• Education: BBA Accounting
• Tax Experience: 7 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: R&D Credit, Fractional Controller
• Client niche:  Real Estate, Rentals, SMBs
• Tax Prep Software Experience: ProSeries, TurboTax, CCH 
• Remote Work Experience: Yes
• Hours available per week: 40 hours 
• Hourly Rate: $35-50/hour
• State: SC
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PT/FT Tax Freelance | Candidate ID #F-20587216

• Certifications: Annual Filing Seasonal Preparer Certification 
• Education: Business Management Degree in process
• 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: Both
  • Other special expertise or skills: Sales and Use Tax, Payroll Tax
• Client niche: SMBs, Real Estate Professional Services, Investors
• Tax Prep Software Experience (top 3): Axcess, ATX, ProConnect
• Remote Work Experience: Yes
• Hours available per week: 40 hours 
• Hourly Rate: $50-60/hour
• State: GA
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PT Tax Freelance | Candidate ID #F-21995997

• Certifications: CPA
• 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-15917993

• Certifications:  EA
• Education: MBA Finance, BS Accounting
• Tax Experience: 19 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
• Client niche: Real Estate, SMB
• Tax Prep Software Experience (top 3): Drake, TurboTax, Axcess
• Remote Work Experience: Yes
• Hours available per week: 40 hours 
• Hourly Rate: $45-75/hour
• State: MD
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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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About the Author: Liz Branch is the COO of Accountingfly. Don’t hesitate to reach out to liz@accountingfly.com.