FULL JOB DESCRIPTION
About us
We are an early-stage, tech-driven organization at the intersection of accounting, data, and client experience. Our mission is to help high-income clients make smarter financial and tax decisions through intelligent systems, clean data, and expert guidance.
Employer: David Beck, CPA
Position: Tax Accountant / Data Analyst
Salary: $35.00 – $45.00 Per Hour
Job Type: Part-time, Contract
Work location: Remote
What We Offer:
- The opportunity to shape processes, systems, and client experiences from the ground up
- A role that blends tax expertise with modern data tools
- ‎Flexible working hours (generally 9–5pm EST with options for adjustment)
Other Benefits:
- Work directly with premium clients and investment partners
- ‎Exposure to advanced tax planning tools and scenario-modelling software
- ‎A collaborative and professional environment that values ownership, precision, and innovation
Your Role Will Include:
- Review and analyze client tax returns and financial documents
- ‎Prepare tax projections and scenario models using data-driven tools
- ‎Conduct tax research, monitor regulatory changes, and assess client impact
- ‎Draft written updates on tax practices and ensure compliance
- ‎Communicate complex tax principles in clear, simple language
- ‎Manage relationships with alternative investment firms and advisors
- ‎Serve as the primary point of contact for high-value clients
What We’re Looking For:
- CFP, CTP, CPA, or similar professional designation (active and in good standing)
- ‎4+ years of experience in public accounting, wealth management, or financial planning
- ‎Strong Excel skills and the ability to learn new software quickly
- ‎Deep knowledge of individual taxation (Master’s in Taxation is a plus)
- ‎Excellent written and verbal communication skills
- ‎Tech-savvy, detail-oriented, highly accurate, and able to thrive in ambiguity
- ‎Professional, positive, polished, and collaborative
If you’re an accountant who lights up at the intersection of tax, data, and technology — and you want to help build something meaningful from the foundation up — this role gives you the ownership and impact you’re looking for. Step into a position where your expertise directly shapes the product, the processes, and the client experience.
Benefits:
Flexible schedule
Work Location: Remote
APPLICATION PROCESS
If you’re interested in this role, CLICK HERE and apply now!