
51 - 200 employees
Founded 2020
💳 Fintech
☁️ SaaS
🤝 B2B
💰 Seed on 2023-02
Fintech • SaaS • B2B
Visory is a technology-driven business focused on helping companies manage and optimize their financial performance through a combined platform, expert advisory services, and actionable insights. The company provides bookkeeping, payroll, and financial advisory capabilities alongside an AI-native engineering focus, serving other businesses primarily through remote and hybrid delivery models.
🕒 September 8
🇺🇸 United States – Remote
💵 $50 - $85 / hour
⏱ Part Time
🟡 Mid-level
🟠 Senior
💲 Accountant / Accounting
👻 Ghost score 9%
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51 - 200 employees
Founded 2020
💳 Fintech
☁️ SaaS
🤝 B2B
💰 Seed on 2023-02
Fintech • SaaS • B2B
Visory is a technology-driven business focused on helping companies manage and optimize their financial performance through a combined platform, expert advisory services, and actionable insights. The company provides bookkeeping, payroll, and financial advisory capabilities alongside an AI-native engineering focus, serving other businesses primarily through remote and hybrid delivery models.
• Prepare and review federal and state tax returns for individuals and small businesses, including 1040, 1120/1120-S, 1065, and related schedules • Ensure accuracy and completeness of working papers and supporting documentation ahead of filing • Stay current on IRS and state tax law changes and apply them correctly across client work • Identify tax-saving opportunities and proactive planning strategies across entity structuring, deductions, credits, and timing of income/expenses • Advise clients on tax implications of business decisions, including entity election, compensation structuring, and retirement planning • Translate complex tax concepts into clear, actionable guidance for non-technical business owners • Review AI-assisted draft returns and workpapers for accuracy before client delivery, flagging errors or edge cases • Share practitioner feedback to help improve Visory’s AI-powered workflow platform • Maintain professional standards consistent with IRS Circular 230 and applicable state requirements • Participate in recruiter, hiring manager, technical/case, motivations and values interviews, and reference checks
• CPA or Enrolled Agent (EA) required • 3+ years of experience preparing US individual and business tax returns • Demonstrated experience in tax planning/advisory work • Strong working knowledge of federal and multi-state tax rules • Comfortable working with cloud-based accounting and tax software, such as QuickBooks and Xero • Excellent written and verbal communication skills for direct client interaction • Experience serving small business or professional services clients with $1M–$10M revenue range (nice to have) • Prior remote or contract/fractional work experience (nice to have) • Curiosity about how AI is changing accounting and compliance work (nice to have)
• Flexible, part-time engagement • Work alongside an AI-powered platform that handles repetitive compliance tasks • Remote work arrangement
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💰 Series C on 2024-02
⏱ Part Time
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🟠 Senior
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