Tax Accountant | US-Based Tax Firm (Remote)

Paired is hiring a Tax Accountant on behalf of a fast-growing U.S.-based tax advisory firm that serves high-level entrepreneurs, creators, and small business owners. As their client base expands, they are seeking a dependable, detail-oriented professional who can uphold the firm’s high standards for precision, efficiency, and clear communication — both internally and externally.

This is not just a data entry or preparer role. We are looking for a true Tax Accountant who is confident in preparing returns, reviewing financials, communicating with clients via email, and managing the task flow inside Canopy CRM. This full-time role is fully remote but requires active collaboration with both the internal team and external clients in a highly organized, digital environment.

Key Responsibilities:

• Prepare and finalize federal and state tax returns for individuals and small businesses, ensuring accuracy and full compliance with U.S. tax law
• Review financial statements (for businesses) and analyze source documents (for individuals, such as W-2s, 1099s, etc.) to prepare tax-ready files
• Maintain organized, audit-ready records aligned with IRS requirements
• Communicate with clients regularly via email to request missing documents, answer tax-related questions, and provide updates
• Turn email correspondence into actionable tasks within Canopy CRM so the full team can track the progress of each client file
• Collaborate with the admin assistant to ensure proper task assignment and deadline tracking
• Help triage and maintain the tax team’s shared email inbox, using strong judgment to respond or delegate as appropriate
• Consistently meet deadlines while maintaining a high level of accuracy and professionalism
• Stay current with U.S. tax code changes, particularly for federal and California returns

• Minimum of 3 years of experience preparing U.S. tax returns for individuals and small businesses
  Active CPA or EA license
  Strong understanding of U.S. federal and California tax regulations
• Experience reviewing financials and preparing returns from both books and individual source documents
• Excellent written communication skills — this role relies heavily on clear, professional email correspondence with clients
• Proficiency in Canopy CRM (or strong willingness to learn) and other tax tools/software
• Experience working independently and collaboratively in a remote-first tax or accounting firm
• Strong task management instincts and ability to prioritize work across multiple client accounts

Bonus If You:

• Have prior experience using Canopy CRM for both client communication and task management
• Are confident organizing and overseeing the tax lifecycle for a portfolio of clients
• Have experience working with entrepreneurs, content creators, or multi-entity businesses

• USD salary
• Flexible hours
• Remote work