We are a growing, boutique CPA firm focused on high-level tax strategy and advisory services. We are looking for a detail-oriented, experienced bookkeeper who wants more than just data entry — someone who is interested in learning tax preparation and tax planning over time.
This is a long-term opportunity for the right person to grow into a more advanced role within the firm.
What You’ll Be Doing:
Full-cycle bookkeeping (primarily QuickBooks Online)
Monthly reconciliations and cleanup work
Reviewing financials for accuracy and completeness
Following up with clients for missing documents (calls, emails, tracking)
Maintaining organized records for audit support
Assisting with tax prep and learning tax planning (training provided over time)
What We’re Looking For:
Strong bookkeeping experience (this is NOT an entry-level role)
High attention to detail (errors will not be tolerated)
Organized, responsive, and accountable
Comfortable communicating with clients and following up consistently
Interest in learning tax preparation and strategy
U.S.-based (Texas preferred)
Position is 100% remote; however, we may connect in person for company meetings/meals, etc.,
Compensation:
Hourly (based on experience)
Contractor or employee option available
Additional benefit: Up to $15,000/year reimbursement for qualified medical expenses (structured plan)
Why This Role Is Different:
Most bookkeeping roles are a dead end. This is not.
You will have the opportunity to learn tax preparation, tax strategy, and how a high-level CPA firm operates — skills that can significantly increase your earning potential over time.
This is an experimental position, so we are not in a rush to fill the position, and we will be very selective.
To Apply:
Please send:
*Your resume
*A brief summary of your bookkeeping experience
*A short note explaining why you’re interested in learning tax work
*Compensation expectations
Incomplete applications will not be reviewed.
Principals only. Recruiters, please don't contact this job poster.