Remote Tax Preparer (CA-savvy, client-facing)

We’re a boutique fractional CFO firm in California working with fast-growing clients in real estate, tech, construction, and professional services. We’re not a traditional tax shop—but we do handle essential filings and the occasional tax resolution with accuracy, clarity, and compliance.

The vibe (this is you)

•You love tax work and the puzzle of getting it right.
•Common sense first. You cut through jargon and explain things plainly.
•Comfortable on Zoom—walking clients through returns, answering questions, and translating numbers into decisions.
•Calm with notices and agencies; professional and persistent on the phone.
•Tech-friendly, organized, responsive, and reliable.

What you’ll own

•Prepare accurate individual and business returns in Intuit Tax ProConnect.
•Meet with clients on Zoom to review returns and explain concepts in plain English.
•Coordinate financial data from QuickBooks Online (QBO) and manage workflow in Karbon.
•Handle tax notices and resolution tasks—calling the IRS, California FTB, and other states to resolve issues, verify filings, or request transcripts.
•Keep client files tidy, documented, and easy to follow.
•Communicate with the team and be reachable 1–5 PM PST as needed.

What you bring

•2+ years preparing U.S. returns, especially California.
•License: EA or CA CTEC (required).
•Sharp judgment, people skills, and genuine curiosity about tax.
•Experience with ProConnect and QBO (Karbon is a plus, not required).
•Confidence handling IRS/state resolution calls.
•Clear, concise written and spoken English.
•Self-directed, organized, and comfortable working independently.
•Bonus: You use ChatGPT/AI to work smarter and faster.

Hours & pay

•Off-season: 10–15 hrs/week
•Tax season: 20–30 hrs/week
•Flexible schedule with availability 1–5 PM PST
•$20–$30/hour USD (based on experience and performance)

Why work with us

•Join a top-tier California firm serving ambitious clients in construction and real estate.
•Supportive, no-drama team—we take the work seriously, not ourselves.
•Growth-minded environment where your ideas land and your craft is respected.
•Tax season bonus based on quality, consistency, and reliability.
•Modern stack: Karbon, QBO, ProConnect—no clunky legacy systems.
•Fully remote with real autonomy and trust.

How to apply

We want to meet the person behind the resume.
Email both to Samy B. at ihire@bastacpa.com:

1. Your resume
2. A 1–2 minute video introducing yourself and sharing why you enjoy tax work

Applications without a video won’t be considered.