Remote US Tax Accountant Trainee 🔍📊🇺🇸 (Intermediate-Senior level | IRS Enrolled Agent Training | Remote)

Goodwork is recruiting for an American-based cloud accounting firm.

What makes this opportunity interesting?

• 🇺🇸American company
• 🎓Extensive paid training & support for US IRS Enrolled Agent (EA) certification
• 🤝🏾Long-term career opportunity
• 💻Hardware credits after probation (laptop, multiple external monitors)

About the Company

We're an American CPA firm dedicated to providing accounting and tax services for medical professionals, dentists, veterinarians, and high net worth business owners. Our mission is to simplify financial management for our clients, helping them save effectively and grow their businesses strategically. Our vision is to be recognized as the firm of the future and the most relevant advisor for our clients. We offer a suite of services including cloud accounting, bookkeeping, tax planning, and profit coaching.

Our services range from basic accounting to advanced tax planning and consulting, designed to minimize tax liabilities and enhance business profitability. We pride ourselves on our modern operational systems and our ability to serve a wide range of clients across the USA.

Founded in 2010, we’re a fully remote team of 23. We’re technically based in Colorado, USA but have been virtual for years now. We have teammates in different states in the USA (Michigan, Washington, California, Nevada, New York), the Philippines, and Pakistan.

Our team, led by core leadership including the CEO, COO, Practice Manager, and administrative staff, operates in efficient units. Each team, managed by a Senior Production Manager, comprises 5-7 members handling about $1 million in business. In the US, these teams are spearheaded by client managers, while our Production Managers in the Philippines oversee quality control and manage integrated roles of bookkeepers and accountants for more cohesive client service.

We place a strong emphasis on career development, starting with training Junior Tax Accountants in US-specific tax practices and certifications. This training advances them from Junior to Intermediate US Tax Accountants, and eventually, with further experience, to Senior Accountants and Production Managers who lead teams and manage client portfolios.

About the Role

We're looking for a remote Junior US Tax Accountant to join our team and grow with us. While our internal title says “Junior”, that means “Junior” to US Tax. In fact, this position is ideal for intermediate- to senior-level bookkeepers, accountants, and tax specialists who are eager to specialize in US taxation. While prior US tax experience is an advantage, it's not required, as this role comes with an extensive training program to develop your expertise in US tax practices.

After you’ve fully onboarded, you’ll undergo training to become a Chartered Tax Consultant, a process that typically takes 4-6 months once you begin. Then you’ll work a year or two, learn the role better, and gain experience. When you’re ready, and upon our recommendation, you’ll begin training to become a US IRS Enrolled Agent (EA), which is another 6-month process. This training will equip you to address a wide range of tax issues with the same authority as attorneys and CPAs. With diligent study, you could achieve EA status within 2-3 years of joining.

Upon completing these trainings, the role transitions to an Intermediate US Tax Accountant level. Primary responsibilities then encompass bookkeeping, tax planning, tax preparation, financial reporting, and forecasting.

Workloads can vary, ranging from managing a single large client to handling 20-30 smaller clients, with some requiring as little as one hour per month and others up to eight hours. You’ll be responsible for client accounts, addressing various client questions and needs.

This position is designed to evolve into a more prominent client-facing role, and it offers a career path leading to a Senior US Tax Accountant and eventually a Senior Production Manager role.

Our IDEAL CANDIDATE brings 3-5 years of experience with either US tax exposure or strong international/domestic bookkeeping, accounting and/or tax backgrounds. More than just a bookkeeper, you should have in-depth accounting knowledge, tax expertise, and the ability to understand complex financial statements. You should be very comfortable using QuickBooks Online and web-based productivity tools to work remotely. Strong communication skills, both conversational and written, along with high emotional intelligence (EQ) and unwavering integrity in professional interactions, are essential. You should be capable of working efficiently and independently, with a systematic approach to organization.

The first year in this position is centered around intensive US tax planning training, requiring you to be a quick and enthusiastic learner, ready to actively apply and test your new knowledge. Critical thinking and problem-solving skills, along with the capacity to exercise professional judgment in various scenarios, are key. Tech-savviness, with a knack for adopting and mastering new tools, and an interest in improving systems are important.

This is a long-term role, perfect for those eager for professional growth within a collaborative team environment.

Your performance will be measured based on your engagement & results in training, estimated vs. actual time taken for tasks and accuracy of work, and your impact on billable client work.

This position reports to a Senior Production Manager (US) and collaborates closely with a Senior Accountant (Philippines or Pakistan).

You’ll be doing things like:

• Tax Preparation: Preparing financial statements and tax returns for various forms, including 1040s, Schedule C, Schedule E, FBARs, 1120, 1120S, 1065, 1041; handling individual income tax returns with rental properties; calculating final business returns, liquidating distributions, capital gains and losses; applying depreciation rules; calculating gains on property sales.
• Tax Planning: Generating tax forecasts using cloud software; preparing client tax planning analysis; learning and applying tax planning strategies; researching and explaining complex tax scenarios; developing tax minimization strategies.
• Bookkeeping: Managing client books in QuickBooks Online; ensuring timely and accurate bookkeeping.
• Client Services: Addressing and managing client queries; providing clear explanations and guidance on financial matters; supporting clients in various accounting and tax scenarios.
• Financial Reporting & Forecasting: Analyzing and adjusting financial statements; preparing comprehensive financial reports; forecasting future financial scenarios for clients.
• Compliance and Accuracy: Ensuring compliance with relevant tax laws and regulations; maintaining high accuracy in all financial documents and tax filings; upholding integrity in all professional dealings.
• Continuous Improvement: Helping to maintain and improve our internal systems; engaging in continuous learning and training; applying new knowledge to practical scenarios; striving for professional growth and skill enhancement; suggesting constructive improvements to improve team happiness and client satisfaction; quickly adapting to new accounting and tax software; maintaining up-to-date knowledge of software updates and improvements.

Skills & Qualifications

• 3-5 years of experience as a Senior Bookkeeper, Accountant or Tax Specialist in international or domestic settings.
• ACCA or CA certification, or actively working towards achieving it
• Proven expertise in complex bookkeeping and financial statement analysis (P&L, balance sheets, cash flow)
• Strong foundation in accounting principles (IFRS or GAAP)
• Basic tax knowledge with eagerness to learn US taxation
• Demonstrated ability to quickly adapt to new financial systems and practices
• Tech savvy (especially with QuickBooks Online) and open to learning new cloud accounting tools
• Excellent English communication skills, both written and verbal, with a focus on client service etiquette over email, chat, and video
• Demonstrated emotional intelligence (EQ) for effective client communication and teamwork
• Strong time management skills, with the mature ability to multitask and work independently in a structured remote environment
• A strong commitment to integrity and ethical professionalism in all work interactions

Bonus if you also have:

• Work experience in public accounting firms
• Extensive experience with US SMB tax, accounting, and bookkeeping
• Current US Enrolled Agent status
• Experience in client management with US firms and customers
• FP&A skills, including forecasting and budgeting
• QuickBooks Online certification or experience
• Proficiency in using our other tools: UltraTax, Corvee, Fathom Reporting, Hubdoc, ZenDesk, Wrike, and/or Microsoft Teams

Working Hours: Fixed, from 5AM-2PM ET (Eastern Time Zone), inclusive of a 1-hour break.

Full-time vs Part-time: Full-time (40 hours/week)

Education: Bachelor's or Master's degree in accounting, or equivalent work experience

Level: Intermediate (3-5 years of relevant work experience), Senior (6+ years)

Compensation:

• Intermediate: 🇺🇸$582-$905/month (🇮🇩9M-14M IDR/month)
• Senior: 🇺🇸$906-$1,164/month (🇮🇩14.01M-18M IDR/month)
• Higher compensation is offered to candidates with polished client-facing communication skills and/or significant US tax experience.

Benefits of working with us:

• 🌍 Work directly with a US-based, globally-distributed company
• 💻 Remote-first company culture
• 🏡 Work from the comfort of your home
• 💰 Above-market salary
• 🧘🏾‍♀️ Work-life balance: 8 hours a day, 5 days a week
• 🧠 Lots of learning & growth opportunities
• 🌴 Generous paid time off and vacation days
• 🌟 Performance-based bonuses
• 💼 Monthly health insurance stipend equal to 1-month’s pay
• 💻 Company-provided computer and multiple monitors after a 3-month probation
• 🇺🇸 Paid training and support to become a US Enrolled Agent once you're fully onboarded
• 🌱 Long-term career advancement as you showcase your potential