This is a remote position.
Position: Certified Public Accountant (CPA)
Engagement Type: Independent Contractor
Industry: Tax Preparation & Financial Services
Location: Remote (U.S.-Based)
Reports To: Tax Manager / Engagement Coordinator
About Us
Business Financial Group (BFG) provides high-quality tax preparation, planning, accounting, and advisory services supported by a skilled back-office team. Our goal is to deliver accurate tax compliance work while offering personal, trusted financial guidance to our clients. To support our growing client base, we are seeking experienced CPAs to join us as contract tax reviewers and client-facing advisors.
We are seeking licensed CPAs with strong individual and business tax preparation experience to perform final reviews of tax returns prepared by our back-office tax team. As the signing preparer, you will ensure accuracy, compliance, and completeness of all assigned returns. You will also conduct client meetings where required—primarily to address questions, provide explanations, and offer tax guidance within the scope of the engagement.
This is an excellent opportunity for CPAs seeking flexible contractor work, predictable workflows, and minimal data-entry preparation.
Serve as the official signing tax preparer for approved returns.
Maintain compliance with PTIN and state licensing requirements.
Ensure ethical and professional responsibilities are met in accordance with AICPA standards and IRS Circular 230.
Conduct scheduled client meetings (virtual) as required for the engagement.
Walk clients through their completed returns, addressing questions and explaining tax positions.
Provide high-level tax guidance within the context of the return.
Collaborate with BFG’s Client Service team regarding follow-up requirements or additional client needs.
Maintain timely communication with internal tax staff and management.
Use BFG’s workflows, checklists, and review templates to ensure consistency.
Document notes, recommendations, and required adjustments in our system.
Contractor, flexible schedule, remote work environment.
Volume will vary seasonally (especially peak January–April).
Compensation paid per return or hourly—based on complexity and agreement.
Must be able to meet deadlines and maintain high accuracy standards.
Active CPA license in good standing.
Minimum 3–5 years of recent hands-on tax preparation experience (individual and business returns).
Strong knowledge of federal and state tax law.
Experience reviewing returns prepared by tax team members.
Active PTIN.
Strong written and verbal communication skills.
Comfort with virtual client meetings and remote collaboration tools.
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