We are a growing, high-volume bookkeeping firm serving 80–100 active clients. We are seeking a CPA or Enrolled Agent (EA) to lead the review of both monthly bookkeeping and client tax returns, ensuring the highest standards of accuracy, compliance, and client readiness. This is a long-term, part-time role designed for a senior professional who thrives on precision and leadership.
Position Details
Role: CPA / EA Tax & Bookkeeping Reviewer
Rate: $40–$70/hr
Commitment: 15–20 hours/week
Schedule: Primarily during weeks 3–4 of each month, with flexibility during tax season
Key Responsibilities
- Conduct thorough review of monthly books for 80–100 clients, verifying reconciliations, classifications, and tax-related entries
- Audit and review client tax returns prepared by bookkeepers, ensuring full compliance with federal, state, and local tax regulations
- Identify discrepancies, errors, or opportunities for tax optimization
- Provide expert, actionable feedback and guidance to bookkeepers to improve quality and efficiency
- Serve as a subject-matter expert on complex accounting and tax matters for the team
- Ensure all client deliverables, including books and returns, are accurate, compliant, and client-ready
Requirements
- Licensed CPA or Enrolled Agent (EA)
- 3-5+ years of accounting/bookkeeping experience, with demonstrated expertise in tax review and compliance
- Advanced proficiency in QuickBooks Online and familiarity with e-commerce platforms (Shopify, Amazon) and payment processors (PayPal, Stripe, Square)
- Exceptional attention to detail, analytical ability, and judgment for complex accounting/tax scenarios
- Strong communication skills to provide clear, professional feedback to a bookkeeping team
- Availability during the last two weeks of each month; additional flexibility during tax season preferred
Why Join Us
This role is perfect for a senior-level professional seeking a flexible, high-impact, part-time opportunity where your expertise directly improves client success and guides a growing bookkeeping team.