The remote Tax Controller role serves as the firm's technical authority on accounting accuracy and tax matters, overseeing bookkeeping by CSMs, tax planning and compliance, and reporting to the Client CFO.

Responsibilities

Review financial statements prepared by CSMs for accuracy, completeness, and compliance.
Ensure proper account classifications, reconciliations, and documentation standards.
Identify discrepancies and provide corrective guidance.
Approve finalized financials prior to advisory distribution.
Maintain and improve accounting SOPs and documentation standards.
Delegate technical tasks appropriately while maintaining review authority.
Prepare and review federal, state, and local tax returns for business and individual clients.
Lead tax planning strategies aligned with client business structures.
Prepare tax projections and advisory tax calculations.
Compute and apply applicable tax credits.
Oversee e-filing processes and ensure timely submission.
Ensure timely tax payments.
Manage multi-state filing requirements and Nexus considerations.
Monitor regulatory changes and adjust client strategy accordingly.
Ensure financial records comply with current tax regulations.
Serve as internal resource on complex accounting and tax matters.
Provide technical coaching to CSMs to improve accuracy and consistency.
Participate in performance evaluation discussions by providing technical input to the Client CFO.
Conduct internal training sessions to keep the team current on tax and accounting developments.
Support firm-wide quality control standards.
Communicate tax strategies and compliance requirements clearly to clients.
Provide informed tax guidance tailored to each client’s structure.
Collaborate with the Client CFO during strategic client discussions when tax expertise is required.
Build professional, trust-based client relationships.

Requirements

EA or CPA preferred (minimum CTEC license required).
Minimum 3 years of accounting experience with strong emphasis on tax for small businesses.
Comprehensive understanding of current tax laws and accounting standards.
Experience working in a fully remote, paperless environment.
Proficiency in cloud-based systems (QBO, ProConnect, CRM platforms, etc.).
Strong understanding of digital security best practices.
Excellent written and verbal communication skills.
Strong analytical, research, and problem-solving abilities.
Exceptional attention to detail.

Technologies

QuickBooks Online (QBO)
ProConnect
CRM platforms

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid sick time
Paid time off
Professional development assistance
Profit sharing
Retirement plan
Vision insurance
Work from home

Workflow & Role Alignment

The CSM produces all bookkeeping and accounting work.
The Client Controller reviews and approves financial statements for accuracy and completeness.
The Controller maintains final authority over accounting accuracy and tax matters.
Once approved, financials are delivered to the Client CFO for advisory interpretation and strategy.
The Controller collaborates with the CFO to align tax positioning with broader business strategy.

Cultural & Professional Standards

Resilient and Positive – Handles setbacks with professionalism and maintains a constructive mindset.
Supportive Team Player – Celebrates the success of colleagues and contributes to a collaborative environment.
Open-Minded and Inclusive – Respects diverse approaches and avoids unnecessary criticism.
Calm and Professional Under Pressure – Maintains composure and respectful conduct in challenging situations.
Clear and Respectful Communicator – Engages thoughtfully and communicates openly and professionally.
Strategic and Organized – Develops thoughtful plans and executes in a structured manner.
Ethical and Values-Driven – Demonstrates integrity, fairness, and discretion.
Detail-Oriented and Accurate – Maintains high standards of precision.
Analytical and Insightful – Evaluates information to support sound decisions.
Research-Oriented and Inquisitive – Gathers relevant information and synthesizes findings effectively.
Efficient and Results-Driven – Delivers high-quality work while managing time and resources responsibly.
Proactive and Forward-Thinking – Anticipates challenges and acts early.
Solution-Oriented – Focuses on actionable next steps.
Innovative and Improvement-Focused – Seeks opportunities to enhance systems and processes.
Receptive to Feedback – Welcomes constructive input.
Accountable and Self-Reflective – Takes ownership of outcomes without shifting blame.
Patient and Adaptable – Demonstrates flexibility when circumstances change.
Focused on What Can Be Controlled – Prioritizes productive action over unnecessary worry.

Performance Expectations / KPIs

Workflow Discipline – Daily timesheet compliance
Accounting Accuracy – Financial statement error rate
Accounting Accuracy – Timeliness of review and approval
Accounting Accuracy – Documentation completeness standards
Accounting Accuracy – Reduction in rework or corrections
Tax Compliance – On-time filing percentage
Tax Compliance – Accuracy of tax returns
Tax Compliance – Quality and defensibility of tax planning
Tax Compliance – Mitigation of audit exposure
Technical Leadership – Improvement in CSM accuracy over time
Technical Leadership – Internal training sessions conducted
Technical Leadership – SOP development and refinement
Collaboration – Alignment with Client CFO on client strategy
Collaboration – Clear tax communication to clients
Collaboration – Proactive identification of tax risks or savings opportunities

Position Disclaimer

This job description outlines the primary responsibilities and expectations of the role. Duties may evolve as business needs change.

Job Types

Full-time
Part-time

Pay

USD 72,262.35 - 89,724.55 per year

Expected Hours

25 – 40 hours per week

Location

Remote (United States)

Reporting Structure

Reports To: Client CFO. Provides Technical Oversight To: Client Service Managers (CSMs).

Tax Controller

Job Description