Certified Public Accountant (CPA)/Tax Strategist

CloudCPA Inc. Certified Public Accountant (CPA)/Tax Strategist Remote Full Time This role is ideal for a U.S.-based CPA with 5+ years of experience who is strong in both compliance (tax work) and advisory work, understands bookkeeping and financials, and is comfortable meeting directly with clients. About CloudCPA Inc. At CloudCPA, we aim to provide comprehensive, innovative, and personalized financial solutions to small businesses through people-oriented client advisory. We leverage advanced AI-driven automation and a robust technology stack to deliver expert bookkeeping, tax services, and strategic business advisory while maintaining a human touch that our clients can trust and relate to. Our commitment to balance, integrity, and collaborative excellence ensures we meet and exceed our clients' evolving needs. We believe in building lasting relationships, recognizing that each client is unique and not just a number. By fostering confidence, precision, and adaptability, coupled with reliable and personalized communication, we empower small business owners to make informed decisions, optimize their financial structure, and focus on what they do best—grow their business. Our goal is to be a trusted partner in our clients’ journey, providing support that goes beyond numbers to create meaningful connections and drive mutual success. Description Remote CPA / Tax Strategist to lead both tax compliance and proactive tax strategy for business clients across multiple industries. We are looking for an A-player and a go-getter. Someone who takes ownership, moves fast, communicates clearly, and wants to be part of a firm that is growing quickly. This role is ideal for a licensed CPA who is not just looking for a job, but for a real opportunity to grow with a fast-growing company. You should be comfortable preparing, reviewing, and signing tax returns, while also helping clients make smarter tax decisions throughout the year. You should be able to spot planning opportunities, speak confidently with clients, understand the bookkeeping behind the numbers, and deliver both accurate compliance work and strategic advice. This is not just a tax prep role. We want someone who can combine strong technical tax knowledge with real-world business strategy and help us continue building a modern, high-performing firm. Responsibilities Prepare, review, and sign federal and state tax returns for business and individual clients Handle returns including 1120S, 1065, 1120, and 1040s Deliver proactive tax planning and strategy for business owners throughout the year Identify legal tax savings opportunities, filing risks, and planning gaps before they become problems Advise clients on entity structure, estimated payments, owner compensation, distributions, reasonable salary, and other tax strategy issues Meet with clients virtually to explain tax findings, answer questions, and guide next steps Review bookkeeping and financial statements to ensure tax accuracy and identify issues that affect returns and planning Work closely with internal bookkeeping and accounting teams to make sure financials are clean, accurate, and tax-ready Assist with amended returns, tax notices, year-end planning, and tax projections Manage deadlines, deliverables, and a portfolio of business clients in a remote environment Help improve internal tax workflows, review processes, and service quality Stay current on federal and state tax law changes affecting small and midsize businesses Contribute to the growth of the tax department, with future opportunity to help manage staff as the firm scales Qualifications Active CPA license required Must be based in the United States 5+ years of tax experience in public accounting or a tax-focused firm Strong experience preparing, reviewing, and signing tax returns Strong experience with business tax returns, especially S corporations, partnerships, and closely held businesses Ability to provide proactive tax strategy, not just compliance Strong understanding of how bookkeeping impacts tax filings and planning Comfortable reading financial statements, reviewing books, and identifying tax-impacting issues Experience advising business owners directly in a client-facing environment Strong communication skills and ability to explain tax matters in plain English Highly organized, detail-oriented, and able to manage multiple deadlines in a virtual environment Able to work independently while collaborating with a remote team Hungry, proactive, and motivated to grow inside a fast-moving company Preferred Experience Experience serving clients in one or more of the following industries is a plus: Law firms Restaurants Agency owners Other service-based businesses Experience with the following tools is also a plus: Stanford Tax ProConnect Tax Maverick QuickBooks Online Xero Karbon Google Workspace Slack Compensation and Growth Remote position Strong opportunity for salary growth Strong opportunity to grow into a larger benefits package Clear opportunity for advancement into leadership as the firm scales Ideal Candidate You are a strong technical CPA who can own tax work from preparation through final review and signature. You think ahead, move with urgency, and do not wait to be told what to do. You understand that good tax strategy starts with clean books, strong communication, and real business understanding. You are comfortable talking to business owners, solving problems before deadlines hit, and helping build something bigger as part of a fast-growing firm. About Cloud Accounting Group Cloud Accounting Group is a modern tax and accounting firm focused on helping business owners make smarter financial decisions, stay compliant, and legally reduce their tax burden. We work with growth-minded clients across industries and value clear communication, responsiveness, high standards, and strategic thinking. We are growing quickly, and this role comes with real opportunity to grow your compensation, responsibilities, and long-term career with the firm. #J-18808-Ljbffr