About Scale CPA
We’re a remote accounting and tax firm serving 200+ growing businesses nationwide, with a team of 15+ CPAs, EAs, and accountants. We specialize in four industries rather than taking whatever walks in the door: tech startups and SaaS, ecommerce and online retail, restaurants and food service, and medspas and medical aesthetics.
That focus is deliberate. You’ll develop real expertise in R&D credits and Section 174 for SaaS companies, multistate nexus for ecommerce sellers, the FICA tip credit for restaurants, entity structuring for medspa practices and more, instead of relearning a new business model with every client.
We’re tech-forward by design and run on QuickBooks Online, Intuit ProConnect, ClickUp, and AI tools like Claude, which our team uses every day for research, review, and client work. We’re fully remote, but not a firm where you never meet anyone: once a year the whole team gets together in person, travel and lodging covered.
The Role
You’ll own tax for a portfolio of business clients and their owners end to end: the relationship, the planning, and the quality of every return that goes out the door. You’ll lead client tax strategy and financial analysis meetings, turning the numbers into clear recommendations owners can act on. As a member of our management team, you’ll also review the work of our tax associates and seniors and help them grow.
We back a 48-hour response guarantee, so responsiveness to clients matters here as much as technical accuracy.
What You’ll Do
- Lead client tax strategy and financial analysis meetings, walking owners through their results, planning opportunities, and next steps
- Review business returns (S corporation, partnership, and C corporation) and business owners’ individual returns
- Prepare and review detailed tax plans, and advise clients on tax planning strategies
- Review quarterly estimated tax payments
- Serve as the primary point of contact for your clients via email, video calls, and Loom
- Respond to tax notices and work with the IRS and state agencies on clients’ behalf
- Review returns and workpapers prepared by tax associates and seniors, give feedback, and keep them unblocked
- Partner with our Client Accounting team so clients get one coordinated answer rather than two separate ones
- Use AI tools like Claude and automation to speed up research, review, and repeatable work
- Help improve how we work, including onboarding, process, templates, and automation
What We’re Looking For
- 5+ years of tax experience, including time in public accounting
- Bachelor’s degree in Accounting
- CPA or EA license preferred
- Strong experience preparing and reviewing business (1120-S, 1065, 1120) and individual (1040) returns, quarterly estimates, and tax plans
- Comfort leading client meetings and explaining tax strategy to a founder or owner who isn’t a tax expert
- Review or supervisory experience; this is not an individual contributor role
- Experience with QuickBooks Online and Intuit ProConnect preferred; comfort with project management tools such as ClickUp a plus
- Hands-on experience with, or a real interest in, AI tools like Claude
- Experience with SaaS, ecommerce, restaurant, or medspa clients is a strong plus, but not required
- Ability to prioritize and stay organized in a growing firm where not every process is finished yet
Compensation & Benefits
- $120,000 – $160,000 per year, depending on experience
- Performance-based bonus
- Health insurance stipend
- 401(k)
- 4 weeks PTO, plus 40 hours of sick time and 8 paid holidays
- Fully remote with a flexible schedule. We care when the work lands, not when you’re online
- Annual paid in-person team retreat, travel and lodging covered
- Home office and technology stipend
- CPE stipend
- Work alongside a team of CPAs and EAs with direct access to firm leadership
Pay: $120,000.00 – $160,000.00 per year
Application Question(s):
- How many years of business tax experience do you have (1120-S, 1065, 1120)?
- Do you hold an active CPA or EA license? If not, are you working toward one?
- Have you led tax planning or strategy meetings directly with business owners? Roughly how many clients?
- Have you reviewed returns prepared by other staff? How many preparers have you reviewed for at once?
- Have you worked with SaaS, ecommerce, restaurant, or medspa clients? Which, and for how long?
Work Location: Remote
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