Tax Staff Remote
Small Business and High-Income Households
401K with 4% match, healthcare benefit, 5 weeks off (25 business days total with sick time, vacation accrual, holidays), reasonable hours, semi flexible schedule.
- Strong academic / related career background or 1+ years of significant tax prep experience
- Work in Central or PST time zone
- USA based, dedicated secure home office environment, USA work authorization
- Flexibility to assist with special projects and some basic return prep as needed
- Ability to think independently, research, and offer value to the team immediately
- Strong attention to details, organization, and reasonable efficiency with consistency
- Excellent command of email communication
- Pursuing a long-term public accounting career (CPA / EA oriented or satisfied with a long term senior tax role that offers professional growth)
- Tax return review experience
- Accounting knowledge that applies to business tax returns
- Year-end close and adjusting entry experience
- Planning and advisory work experience
- Interested into growing towards direct communication (calls) with clients
- QuickBooks online and/or Lacerte experience
This work from home tax senior position requires at least three years of CPA firm tax prep experience. While an obtained CPA or EA is helpful, it is not required. This position is for someone looking to grow within a CPA firm for the long-term to advance a career in tax prep, planning, and advisory. A typical day will be an hour interacting with the team on moving projects forward and seven hours of independent tax prep and possibly review work. Typical tax returns require a total of 5 to 20 hours to complete.
Depending on the candidate experience the role may be more focused on either small business or equity compensation households. On the onset this role may assist with both. Candidates will need to complete a questionnaire.
Gillingham CPA is a rapidly expanding remote CPA firm with roots in San Francisco, California. We support equity compensated clients, standard high-income individuals, small businesses, and seed-stage startups. We do not perform fiduciary, trust, non-profit, or estate related tax preparation. Our clients have tax return, planning, advisory, and sometimes, bookkeeping needs. Our employees enjoy a full benefits package, semi-flexible schedules, and a strong work-life balance.
While we value technology, we do not hire robots. We strive to constantly improve our processes and deliverables in this rapidly changing environment. This is not a “SALY” (same as last year) or even same as last month work environment. We adapt quick, research, and continually work as a team to do better for clients and each other.
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Frequently Asked Questions
Are there set hours I need to be working during the day?
Yes. Standard hours are 8 hours a day, in the timeframe: 8 to 5 PST.
Can I work from anywhere?
No. The work must be performed in the USA on a secure dedicated internet connection. You must have a private (home ok) office to conduct phone calls.
What are some perks of the job?
Work with a nice team making daily impact for clients and on the business. The job is fully remote and general flexibility increases with time. Expect a grand total of 4 to 5 paid weeks off with holidays, bonus days, flex time accrual, and sick time if needed. Come in, do a great job, and then leave work behind. We respect our time off and try to avoid working more than 8 hours a day.
Are any skills tests or background checks required?
Generally we will perform a soft-skills test (no right or wrong answer), a knowledge-based test, and a standard background check. The knowledge-based test is mostly to gauge very basic levels of aptitude to understand where we need to direct training efforts early.
Is promotion possible?
What if I am missing some relevant skills?
Traits such as being highly detail oriented and ok with working in a variety of tasks is crucial. For example in the same day you could be onboarding a client, preparing a draft proposal, and running KPI (Key Performance Indicators) for the month-end scorecards all in the same day. Some background with Excel and exposure to tax and or accounting is therefore very important. The actual granular tasks such as doing billing, organizing files, and running the reports can all be taught. No one candidate will have perfect skills across all the required areas.
Is there a trial or test period? About how long?
Yes. We have a one month trial period.
Is a cover letter required?
No, but it could help. If you could simply jot a quick email explaining a bit about what you are looking to accomplish in a new position, it would be great. There are no perfect answers. It is ok if you simply want to have a great work-life balance and do great when on the clock. It is also ok if you want to work up to a promotion and are interested in studying on your own time.