Overview In this role you lead the tax and bookkeeping production; act as the technical tax authority; and build scalable, repeatable processes for a remote team. You will own delivery quality, guide complex returns, and drive planning analyses while coaching staff. You work closely with cross-functional teams to ensure tax-ready financial data and timely closes. This opportunity blends deep technical leadership with hands-on execution in a modern, cloud-based CPA firm that values quality and flexible work models. You will shape how we deliver excellent tax and advisory work at scale.
Compensation / Benefits- fully remote work
- health insurance
- 401(k) with 4% match
- paid CPE and license renewal
- PTO and firm holidays
- modern tech stack with direct access to partners
Responsibilities- Serve as the firm's technical tax authority and final reviewer/sign-off for individual and business returns
- Hands-on preparation of complex returns when needed, while leading the team
- Review California and multistate returns, S-corporations, partnerships, and other pass-through entities for technical accuracy
- Review tax calculations, planning analyses, quarterly estimates, and compliance requirements
- Conduct and guide tax research, identify risks and planning opportunities, and coach staff
- Ensure bookkeeping accuracy, reconciliations, and accurate month-end closes
- Oversee end-to-end production workflow and ensure timely, accurate delivery
- Create and maintain SOPs, improve processes, and build accountability systems
- Lead and develop tax and bookkeeping professionals across U.S. and offshore staff
- Coach, participate in performance reviews, and influence staffing decisions
- Join client meetings to explain tax issues and support planning strategies
Key requirements- Active CPA license
- 8+ years of public accounting or tax experience with a strong review track record
- Expertise in individual, pass-through entity, multistate, and California taxation
- Strong grasp of financial statements and experience with QuickBooks Online
- Experience leading and developing remote/offshore teams
- Ability to own technical quality, workflow, and deadlines in a fully remote environment
- leadership
- coaching and development
- strong communication
- California taxation
- multistate taxation
- individual and business return review
