
11 - 50 employees
💸 Finance
🤝 B2B
Finance • B2B
Keystone CPAs is a regional accounting and advisory firm that provides a range of financial services for both businesses and individuals. Their offerings include accounting and auditing, bookkeeping, payroll processing and compliance, tax preparation and audit representation, estate and gift tax planning, QuickBooks Online setup and training, business valuation and brokerage services, and wealth advisory services such as retirement planning, investment management, and legacy/estate planning. Keystone operates affiliated entities (Keystone CPAs, Keystone Business Brokerage, and Keystone Wealth Advisors) and also provides virtual accounting services across the United States.
🔥 17 minutes ago
Where this job comes from
Posted on Keystone CPAs's careers page, not through a job board
First seen by Remote Rocketship 17 minutes ago

11 - 50 employees
💸 Finance
🤝 B2B
Finance • B2B
Keystone CPAs is a regional accounting and advisory firm that provides a range of financial services for both businesses and individuals. Their offerings include accounting and auditing, bookkeeping, payroll processing and compliance, tax preparation and audit representation, estate and gift tax planning, QuickBooks Online setup and training, business valuation and brokerage services, and wealth advisory services such as retirement planning, investment management, and legacy/estate planning. Keystone operates affiliated entities (Keystone CPAs, Keystone Business Brokerage, and Keystone Wealth Advisors) and also provides virtual accounting services across the United States.
• Lead complex federal and state tax controversy engagements • Research and interpret federal tax law, Treasury Regulations, IRS guidance, Revenue Rulings, court cases, and other tax authorities • Develop sophisticated tax strategies for closely held businesses and business owners • Prepare and review detailed technical memorandums supporting tax positions • Analyze complex tax issues and develop defensible recommendations • Provide technical guidance to internal professionals and partner CPA firms • Manage IRS examinations, appeals, and tax controversy matters • Support CPA firms with technical tax research and audit defense • Develop legal arguments supporting tax positions • Assist clients responding to IRS notices and examinations • Coordinate with attorneys, CPAs, and outside professionals when appropriate • Lead and develop a remote team of approximately four tax professionals • Assign projects based on workload, expertise, and deadlines • Coach team members through complex technical matters • Conduct quality reviews of technical work product • Support recruiting, onboarding, and professional development • Manage multiple technical engagements simultaneously • Establish project scope, timelines, and budgets • Monitor project progress and profitability • Communicate project status proactively with firm leadership and clients • Identify risks and implement solutions before deadlines are impacted • Build trusted relationships with business owners and CPA firms • Explain complex tax issues in practical business terms • Present findings and recommendations confidently • Deliver exceptional client service throughout each engagement
• Juris Doctor (J.D.) from an accredited law school • Active attorney license in good standing • 8+ years of experience in tax controversy, federal tax law, or tax consulting • Extensive knowledge of Internal Revenue Code, Treasury Regulations, IRS procedures, and tax litigation principles • Proven experience leading complex tax research projects • Exceptional legal writing and technical memorandum preparation skills • Experience managing remote professionals and project-based teams • Strong project management and organizational skills • Strongly preferred: LL.M. in Taxation • Experience representing clients before the IRS • Experience working in public accounting or national tax consulting • Experience supporting other CPA firms • Familiarity with CCH Axcess, Microsoft Teams, and remote collaboration tools • Ability to support Pacific Time Zone business hours
• Performance-based bonus opportunity • Medical, dental, and vision insurance • Company-paid life insurance • 401(k) with company match • Paid Time Off (PTO) and paid holidays • Fully remote work environment • Flexible scheduling • Company-issued laptop and technology • Continuing education (CLE/CPE) support • Professional membership reimbursement • Leadership development opportunities • Collaborative and entrepreneurial culture
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