Source Job

• Manage a portfolio of customers, review and file federal and state tax returns including Form 1040 and 1120-S.
• Serve as a tax subject matter expert, researching laws and ensuring compliance with federal and state requirements.
• Mentor junior tax staff and collaborate with leadership to align on tax-related matters.

Collective aims to empower self-employed individuals by providing an integrated platform for business incorporation, accounting, bookkeeping, and tax services. The company is a growing startup backed by top investors and featured in major media outlets, with a mission-driven culture focused on supporting freelancers.

• Research and develop U.S. and Canadian tax topics for professional education content.
• Host interviews with senior accounting experts and produce engaging podcast episodes.
• Manage multiple workflows and improve content development processes.

The company creates tax-focused learning curriculum for CPA and accounting professionals across North America. It is a fast-growing organization with an entrepreneurial and collaborative culture.

• Maintain strong client relationships, ensuring quality control standards.
• Lead and mentor the tax team, including a senior tax manager and 3 accountants.
• Prepare personal and corporate tax planning, returns, and projections.

Revel CPA helps creative individuals and organizations navigate business and taxes, ensuring compliance and maximizing opportunities. The company is a small, collaborative team that values professional development, responsibility, and fun.

• Serve as the firm's primary technical tax resource, reviewing 450–550 returns annually and managing 1–2 Tax Managers.
• Maintain strong client relationships, sign off on returns with full authority, and collaborate on process improvements.
• Work remotely with a trust-based culture offering flexibility, competitive PTO, and a clear path to partnership.

Agresta, Storms & O’Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to diverse clients. With approximately 40 professionals across Indiana, the firm was founded in 2009 by partners with backgrounds in national and regional firms, united by a goal of combining superior professionals and technology.

• Prepare engagement work papers and tax returns for clients across various industries.
• Research tax issues and recognize potential problems within engagements.
• Maintain command of GAAP, GAAS, and other common audit and tax techniques.

MGO is a top CPA and advisory firm serving clients across the U.S. and internationally, helping innovative organizations navigate complex business challenges. The company fosters an inclusive, collaborative, and growth-oriented culture.

• Help customers complete their taxes using Intuit TurboTax products.
• Provide tax advice, full service return preparation, and tax calculations.
• Utilize government websites and professional resources to deliver accurate answers.

Intuit is a financial software company known for products like TurboTax and QuickBooks. They are committed to building an inclusive and just employment ecosystem and prioritize candidates from diverse backgrounds.

• Manage state and local fuel tax filings for monthly, quarterly, and annual compliance.
• Analyze fuel tax laws, advise on tax strategies, and support audit requests.
• Handle general ledger entries and reconciliations for fuel tax liabilities.

GPM Investments is a convenience store and fuel retailer operating across the southeastern US. They are a large organization with a supportive culture focused on compliance and financial strength.

• Own day-to-day accounting operations and build a highly effective finance function.
• Manage cash, controls, compliance, monthly close, and provide actionable insights to leadership.
• Lead modernization of accounting processes and systems to scale without adding headcount.

Donorbox is a leading fundraising platform and donor management system for nonprofit organizations. The company is profitable, bootstrapped, and has a fully distributed 150-person team, named a Best Place to Work in 2026.

• Enter client data into tax prep software and prepare individual tax returns.
• Adhere to firm policies, tax practice standards, and 1040 procedure manual.
• Ensure client confidentiality and handle information with a professional demeanor.

Baker Tilly is a leading advisory, tax and assurance firm providing services coast-to-coast in the U.S. and globally. They are part of Baker Tilly International, a network of 43,000 professionals in 141 territories with combined revenue of $5.2 billion.

• Prepare and file routine non-income tax returns accurately and on time.
• Reconcile tax data with general ledger accounts and resolve discrepancies.
• Research taxability questions and support audits and notice responses.

EQT is an organization that prioritizes transparent leadership and collaboration. They aim to create impact through critical business decisions and provide supported growth opportunities for their employees.

• Review complex individual tax returns (Form 1040), trusts (Form 1041), and business returns (Forms 1065, 1120S) for accuracy and compliance.
• Lead tax planning engagements for individuals and small business owners, advising on financial strategies.
• Manage multiple client relationships, monitor deadlines and budgets, and participate in business development.

Aprio is a Top 20 CPA and advisory firm with 40 U.S. office locations and over 3,200 team members that speak 60+ languages. The firm provides tax planning and consulting services to help clients maximize opportunities.

• Lead preparation and submission of indirect tax returns across multiple jurisdictions, including US sales and use tax, VAT, and GST/HST.
• Manage tax compliance, reconciliations, and reporting for global entities, ensuring accuracy and timeliness.
• Provide tax support and act as a key contact for stakeholders, contributing to audits and process improvements.

The Adaptavist Group is a global family of companies that helps businesses improve by combining teamwork, technology, and processes across ecosystems like Atlassian, AWS, and Slack. They offer a remote-first, flexible culture with generous benefits and a focus on employee well-being.

• Review and analyze tax notices and prepare responses to tax authorities.
• Assist in preparing clients for tax audits and develop defense strategies.
• Conduct legal research and prepare legal documents such as appeals and petitions.

Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services for fast-growing industries. It has 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages, with a top-rated culture.

• Lead tax planning kickoff calls and quarterly advisory meetings to design high-impact strategies.
• Review financials for missed opportunities and prepare complex returns reflecting strategic planning.
• Mentor team members and help scale the firm's advisory offerings and technical standards.

Our client is a growth-minded, remote accounting firm that provides strategic tax advisory to entrepreneurs and real estate investors. They focus on proactive partnership and have a culture of no timesheets and continuous improvement.

• Review Indian tax research questions and AI-generated answers for technical accuracy and completeness.
• Validate interpretations of tax legislation and ensure support by statutory and judicial authorities.
• Provide structured technical feedback to improve AI model performance and refine evaluation standards.

This partner company focuses on developing advanced AI systems for tax analysis. It offers a remote, asynchronous work environment with a short-term contract, seeking experienced tax professionals.

• Research and pitch tax topics aligned with LumiQ's learning roadmap, scoping episodes for depth and relevance.
• Host interviews with senior accounting and finance professionals, guiding conversations to be educational and engaging.
• Edit raw audio, write episode copy (descriptions, quiz questions, glossary terms), and coordinate subject matter experts.

LumiQ is an audio-first learning platform that makes professional education enjoyable for accounting and finance professionals. With over 1,000 corporate and accounting firms across North America and a 2025 Deloitte Fast 50 win, LumiQ is a certified Great Place to Work that values transparency, ownership, innovation, and empathy.

• Own end-to-end U.S. sales and use tax compliance and Canadian GST/HST filing across multiple jurisdictions.
• Review VAT/GST returns prepared by third parties for international jurisdictions and ensure timely accurate submissions.
• Provide administrative support to the Tax Department, including audit assistance, reconciliation, and process improvement.

Momentive Software provides cloud-based software and services to mission-driven nonprofits and associations, helping them engage communities, simplify operations, and grow revenue. They serve over 20,000 organizations globally and have a purpose-driven, inclusive culture.

• Own tax notice issues end-to-end across federal, state, and local agencies.
• Communicate directly with partners about notices and tax accounts, translating complex agency interactions into clear updates.
• Act as the direct point of contact with agencies, using portals, email, or phone to drive resolution.

Check is an embedded payroll platform that simplifies how businesses pay employees and manage taxes. It has a distributed team across the US that values ownership, collaboration, and creative problem-solving.