Profit & Tax Professional – CPA

Job not on LinkedIn

November 5

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

🏰 Missouri – Remote

Although this job is listed in Missouri, this company may be open to hiring remote in other states.

+4 more states

🌲 North Carolina – Remote 🏰 Missouri – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote ⛰️ West Virginia – Remote

💵 $32 - $38 / hour

⏱ Part Time

🟡 Mid-level

🟠 Senior

💰 Tax

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The Bottom Line®

WebsiteLinkedInAll Job Openings

Finance • B2B

The Bottom Line® is an award-winning, 100% Xero cloud accounting practice and CPA firm that provides bookkeeping, tax planning, and Profit First advisory services for online entrepreneurs and eCommerce business owners. Since 2013, the firm has offered year-round client support including Xero bookkeeping and catch-up sessions, personalized tax planning and compliance, Profit First assessments, KPI reporting, and educational workshops and resources. The Bottom Line® emphasizes cloud-based accounting, tax optimization to increase take-home pay, and client-focused service delivered through secure client portals, unlimited secure messaging, and strategic advisory meetings.

1 - 10 employees

💸 Finance

🤝 B2B

📋 Description

• Serve as client’s strategic partner, processor, and protector to drive customer service in profit & tax planning • Profit and tax planning • Seasonal federal and state tax filings and analysis • Complete and advise on quarterly estimated income tax payments • Perform bookkeeping work in Xero and/or QuickBooks (including reconciliations, cleanups, and financial reviews) • Provide accurate financial snapshots • Conduct cash flow analysis and financial forecasting as assigned • Manage onboarding and renewals • Promote client and team success

🎯 Requirements

• Certified Public Accountant (CPA) certification • 4–7 years of hands-on bookkeeping and accounting experience (not just oversight/review) • strong tax preparation and planning experience • 4-7 years in client success, account management, tax planning, and tax preparation • Demonstrated proficiency with QuickBooks and Xero (including reconciliations, cleanups, and preparing books for tax readiness) • Proficiency using Google Apps such as Mail, Calendar, Drive, Docs, Sheets, Meet, etc. • Proficiency in adopting cloud-based technology (Canopy, Drake, Xero, QuickBooks, etc.) • Ability to improve client relationships and retention both inbound and outbound • Highly detailed and organized when it comes to client work and project management • Experience handling confidential information with intention and discretion, minimizing errors • Caring, empathetic communicator who prides oneself on being a valuable resource and partner • Experience working in a virtual, entrepreneurial environment and can adapt to change quickly • Easily provides a home office environment that is quiet, professional, and maximizes productivity

🏖️ Benefits

• 401k plan for payroll-directed contributions after the first 12 months • unlimited PTO • 10 paid holidays (including a two-week all-company shutdown between Christmas and New Year's after your 90-day introductory period) • a 100% remote work environment • a wide range of growth and learning opportunities • Profit First Rewards Program (voluntary, discretionary profit-sharing benefit after six months of service)