Tax Accountant

At Asset Allies Tax LLC, we specialize in accounting and tax services for therapy practices and health service providers, including ABA, speech therapy, OT, and more. We offer a tailored, growth-focused approach that combines expert tax planning, proactive financial guidance, and a deep understanding of the nuances in healthcare billing and practice management. Our mission is to help our clients maximize profitability, remain compliant, and build sustainable businesses.

We value transparency, precision, teamwork, and long-term partnerships. With a flexible remote-first team culture, we are committed to supporting both our clients’ growth and our team’s development.

Role Description

Asset Allies Tax LLC is hiring a highly skilled Senior Tax Accountant with CPA credentials (or equivalent experience) to join our growing remote team. This individual will act as a lead advisor, overseeing tax preparation and compliance work, guiding junior team members, and contributing to process improvements. You will be instrumental in supporting our expanding client base with accurate filings, advanced tax planning strategies, and seamless financial operations.

Key Responsibilities

• Prepare and review federal and state tax returns for S-Corps, LLCs, partnerships, and individuals
• Lead and manage complex client accounts with a focus on therapy-related small businesses
• Guide entity structure compliance (e.g., S-Corp elections, 2553 filings, multi-state registrations)
• Maintain accurate books and lead cleanups in QuickBooks Online
• Train and support staff accountants and bookkeepers, offering technical reviews and mentorship
• Provide tax projections, estimated payment planning, and year-round client advisory
• Manage payroll and payroll tax compliance, including W-2s, 1099s, and employer returns
• Collaborate with the CEO and team to improve workflows and implement best practices
• Stay current on federal and multi-state tax laws, IRS updates, and small business compliance

Qualifications

• CPA license (preferred) or EA with extensive experience in business tax
• 5 years of experience in tax preparation for small businesses, including S-Corps and partnerships
• Advanced QuickBooks Online proficiency (QBO certification a plus)
• Experience with payroll, payroll tax filings, and employer obligations
• Strong understanding of multi-entity structures, entity elections, and compliance
• Comfortable leading a team, reviewing work, and mentoring junior staff
• Excellent communication and client service skills
• Highly organized, self-motivated, and detail-oriented
• Proficient with cloud-based tools and remote collaboration

What We Offer

Retirement Plan – SEP IRA

We contribute to a Simplified Employee Pension (SEP) IRA on your behalf, helping you build long-term financial security with pre-tax retirement contributions.

Paid Time Off (PTO)

Enjoy a flexible Paid Time Off policy designed to support rest, personal time, and work-life balance. Take the time you need to recharge so you can bring your best self to work.

Flexible Remote Work Schedule

Work from home with the ability to design a schedule that fits your life. We prioritize autonomy, results, and trust over micromanagement.

Professional Growth & Leadership Opportunities

• As a growing firm, we offer hands-on opportunities to lead, build systems, and shape the future of our client service model. Your voice and expertise matter here.
• Opportunity for leadership and long-term growth
• Supportive team culture that values innovation and professional development
• Access to continuing education and accounting software tools
• Exposure to unique client cases and advisory-level strategy

Security and Hiring Policies

Background & Security Checks

Due to the confidential nature of our work, all candidates who receive a job offer must complete a background check prior to employment. This may include verification of identity, employment history, education, and any relevant criminal or financial checks.

Reference Checks

We conduct professional reference checks to confirm your past experience and to ensure alignment with our values of integrity, accountability, and professionalism. Final employment is contingent upon satisfactory reference outcomes.

How to Apply

Submit your resume and a brief cover letter outlining your tax experience and leadership capabilities to monica@assetalliestax.com. Include your QBO experience and any relevant credentials (e.g., CPA, EA). Include your answer to the following Core Screening Questions

1. Can you walk us through your process for preparing and reviewing a complex S-Corp return, including any tools or checklists you rely on?

(Paragraph response)

2. Tell us about a time you trained or mentored a junior accountant or bookkeeper. How did you ensure their success while managing your own workload?

(Paragraph response)

3. As a remote-first company, we value communication and autonomy. How do you stay organized, communicate proactively, and manage deadlines in a remote environment?

Join a forward-thinking firm that blends tax expertise with purpose-driven financial guidance — Asset Allies Tax LLC is where your accounting career can thrive.

Employment Type:

Full-time

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Expected hours: 8 per week

Benefits:

• Paid time off
• Paid training
• Retirement plan
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Ocala, FL 34476

Salary : $25 - $30