Staff Tax Strategy Consultant (CPA Eligible, Remote) | Insight CPAs & Financial, PLLC | Handshake
You’re not a traditional accountant, so why are you working at a traditional accounting firm?
If you question assumptions, like complexity, and see challenging tax situations as opportunities, not obstacles, then it’s time to stop pretending you fit inside the traditional firm mold.
We’re not looking for someone who just wants to prepare returns, close the books, and move on to the next file. If you’re happiest when you’re solving problems, spotting opportunities, and guiding clients through complex decisions, you’ll likely feel at home here.
What We Do…
HELP & IMPACT. We’re a firm that believes this profession should mean something. Our work includes strategic tax planning, business valuation, forensic accounting, estate planning, and advisory services that genuinely impact our clients’ futures.
CRITICAL THINKING. We are looking for people who think differently. Our firm handles unique situations, and we need critical thinkers who aren’t afraid to dive into details with our clients to best serve their needs.
COLLABORATION. We’re a remote team, but we stay closely connected throughout the workday. Collaboration is how we support each other, maintain quality, and better serve our clients.
GROWTH & LEARNING. We take growth seriously. We invest in learning. We challenge ourselves. Inside the firm, your voice will matter. You’ll help shape how we improve, not just carry out assignments.
What You’ll Do…
This position requires a talented, detail-oriented, and strategic-minded accountant. This role may be the right fit if you are excited about:
• Delivering high-quality accounting, tax, and advisory services
• Learning about complex, multi-state tax returns
• Working in a team environment
We are looking for a certain type of accountant. You naturally take ownership, you communicate clearly and directly, and you find real satisfaction in helping a client make a smarter decision because of your guidance.
As a Tax Strategy Consultant, your career trajectory within the firm would look like this:
Accountant → CPA → Senior CPA → CPA Manager → Partner
The key responsibilities for this role are as follows:
• Assist in preparing federal, state, and local tax returns.
• Ensure accuracy and completeness of tax workpapers.
• Communicate with clients to request information and clarify documentation.
• Perform bank, credit card, and balance sheet reconciliations.
• Assist with preparation of financial statements and supporting schedules.
• Support response preparation for tax notices and inquiries.
• Assist with bookkeeping and outsourced accounting tasks.
• Work closely with CPAs, managers, and senior staff on engagements.
• Implement feedback and develop technical skills.
• Maintain confidentiality and professional standards.
Qualifications:
Required
• Bachelor’s degree in Accounting, Finance, or related field (or in progress).
• Foundational knowledge of accounting principles.
• Strong attention to detail and organizational skills.
• Actively working towards obtaining your CPA license.
• Proficiency with Microsoft Excel and basic accounting software.
• Strong written and verbal communication skills.
• Review our remote requirements on our website.
Preferred
• 1–3 years of accounting or tax experience (public accounting or industry).
• Experience with bookkeeping or financial statement preparation.
• Exposure to tax return preparation.
• Familiarity with accounting software (QuickBooks, Xero, etc.).
• Comfort learning and utilizing innovative technology, such as AI
Pay Range & Benefits:
• Starting salary range is $65,000 to $70,000.
• Normal work weeks, outside of January through April 15, are 40-45 hours per week depending on workload and work demands. The position includes an additional 105 hours to be worked from January through April 15 to support tax season.
• Benefits include paid time off, sick time, 401(k), Roth 401(k), health care insurance, flex plan for medical and childcare, short-term disability, long-term disability, and life insurance.
Remote Requirements
We are a remote team. Please review the following remote requirements before applying.
• Must have internet access and internet speed of 100mbps.
• Must be based in and authorized to work in the United States. This job is not eligible for a US visa sponsorship.
• Our company maintains our team-focused mindset and strong communication by utilizing Zoom in a co-working capacity. All team members are expected to be connected to video and audio via Zoom whenever they are working.
• Does not reside in one of the following states: California, Washington, New York, Maryland, Virginia, & Hawaii.
• Employment is subject to a satisfactory background check.
To Apply:
Submit the following four items to [email protected]:
• Resume
• Cover letter. In your cover letter, briefly answer the following questions:
• Why are you interested in our firm specifically?
• Which accounting and tax areas do you find most interesting, and why?
• What value do you believe a CPA firm should provide beyond compliance?
• What is your plan for obtaining your CPA license? Please also share where you are in the process and your expected timeline for becoming licensed.
Applications without a cover letter that addresses these questions may not be considered.
• List of 3-5 References
• Internet Test
• Go to fast.com
• Run the speed test on your computer. This should be at the place you would be working from / the internet you would be using while working remotely.
• Take a screenshot of the speed information (open “show more”). Include the screenshot with your application.
• Incomplete applications with the required information will not be reviewed.
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Apply To this Job
If you question assumptions, like complexity, and see challenging tax situations as opportunities, not obstacles, then it’s time to stop pretending you fit inside the traditional firm mold.
We’re not looking for someone who just wants to prepare returns, close the books, and move on to the next file. If you’re happiest when you’re solving problems, spotting opportunities, and guiding clients through complex decisions, you’ll likely feel at home here.
What We Do…
HELP & IMPACT. We’re a firm that believes this profession should mean something. Our work includes strategic tax planning, business valuation, forensic accounting, estate planning, and advisory services that genuinely impact our clients’ futures.
CRITICAL THINKING. We are looking for people who think differently. Our firm handles unique situations, and we need critical thinkers who aren’t afraid to dive into details with our clients to best serve their needs.
COLLABORATION. We’re a remote team, but we stay closely connected throughout the workday. Collaboration is how we support each other, maintain quality, and better serve our clients.
GROWTH & LEARNING. We take growth seriously. We invest in learning. We challenge ourselves. Inside the firm, your voice will matter. You’ll help shape how we improve, not just carry out assignments.
What You’ll Do…
This position requires a talented, detail-oriented, and strategic-minded accountant. This role may be the right fit if you are excited about:
• Delivering high-quality accounting, tax, and advisory services
• Learning about complex, multi-state tax returns
• Working in a team environment
We are looking for a certain type of accountant. You naturally take ownership, you communicate clearly and directly, and you find real satisfaction in helping a client make a smarter decision because of your guidance.
As a Tax Strategy Consultant, your career trajectory within the firm would look like this:
Accountant → CPA → Senior CPA → CPA Manager → Partner
The key responsibilities for this role are as follows:
• Assist in preparing federal, state, and local tax returns.
• Ensure accuracy and completeness of tax workpapers.
• Communicate with clients to request information and clarify documentation.
• Perform bank, credit card, and balance sheet reconciliations.
• Assist with preparation of financial statements and supporting schedules.
• Support response preparation for tax notices and inquiries.
• Assist with bookkeeping and outsourced accounting tasks.
• Work closely with CPAs, managers, and senior staff on engagements.
• Implement feedback and develop technical skills.
• Maintain confidentiality and professional standards.
Qualifications:
Required
• Bachelor’s degree in Accounting, Finance, or related field (or in progress).
• Foundational knowledge of accounting principles.
• Strong attention to detail and organizational skills.
• Actively working towards obtaining your CPA license.
• Proficiency with Microsoft Excel and basic accounting software.
• Strong written and verbal communication skills.
• Review our remote requirements on our website.
Preferred
• 1–3 years of accounting or tax experience (public accounting or industry).
• Experience with bookkeeping or financial statement preparation.
• Exposure to tax return preparation.
• Familiarity with accounting software (QuickBooks, Xero, etc.).
• Comfort learning and utilizing innovative technology, such as AI
Pay Range & Benefits:
• Starting salary range is $65,000 to $70,000.
• Normal work weeks, outside of January through April 15, are 40-45 hours per week depending on workload and work demands. The position includes an additional 105 hours to be worked from January through April 15 to support tax season.
• Benefits include paid time off, sick time, 401(k), Roth 401(k), health care insurance, flex plan for medical and childcare, short-term disability, long-term disability, and life insurance.
Remote Requirements
We are a remote team. Please review the following remote requirements before applying.
• Must have internet access and internet speed of 100mbps.
• Must be based in and authorized to work in the United States. This job is not eligible for a US visa sponsorship.
• Our company maintains our team-focused mindset and strong communication by utilizing Zoom in a co-working capacity. All team members are expected to be connected to video and audio via Zoom whenever they are working.
• Does not reside in one of the following states: California, Washington, New York, Maryland, Virginia, & Hawaii.
• Employment is subject to a satisfactory background check.
To Apply:
Submit the following four items to [email protected]:
• Resume
• Cover letter. In your cover letter, briefly answer the following questions:
• Why are you interested in our firm specifically?
• Which accounting and tax areas do you find most interesting, and why?
• What value do you believe a CPA firm should provide beyond compliance?
• What is your plan for obtaining your CPA license? Please also share where you are in the process and your expected timeline for becoming licensed.
Applications without a cover letter that addresses these questions may not be considered.
• List of 3-5 References
• Internet Test
• Go to fast.com
• Run the speed test on your computer. This should be at the place you would be working from / the internet you would be using while working remotely.
• Take a screenshot of the speed information (open “show more”). Include the screenshot with your application.
• Incomplete applications with the required information will not be reviewed.
Apply tot his job
Apply To this Job