Client Tax Accountant & Executive Assistant - Remote

We are seeking a seasoned, highly-proactive Client Tax Accountant & Executive Assistant. My CPA Coach is a fast-growing, remote CPA firm specializing in proactive tax planning for business owners. We are building an elite, high-performance team and need a Client Tax Accountant & Executive Assistant who thrives on communication, problem-solving, and handling administrative tasks on the behalf of our expert CPAs and CEO. The Role You will be the operational heartbeat of My CPA Coach. You will monitor workflows, help clients get answers, resolve escalations, recruit talent, support the tax & bookkeeping team, and ensure important tasks do not fall through the cracks. The ideal candidate thrives in a fast-paced environment, enjoys solving problems, and isn't afraid to jump into unfamiliar situations and figure things out. Highlights of the Role:

• The CEO’s Right Hand: Serve as a strategic partner and key driver of operations for the firm, making a direct impact on our growth and client satisfaction.
• Manage Firm Operations: Wear multiple hats across firm operations, client management, and technical accounting.
• Competitive Compensation: Receive an attractive base salary while developing elite skills in both specialized tax operations and business management.
• 100% Remote: Work from the comfort of your own home with a supportive, high-performance team.

What You’ll Do1. Client Success & Project Administration

• Traffic Control: Monitor our practice management system (TaxDome) to ensure all jobs hit their deadlines, customers are responded to, and bottlenecks are resolved.
• The Follow-Up Engine: Proactively call and text clients to collect outstanding items that our service team needs to complete their engagements.
• The CEO Shield: Serve as the primary contact for customer escalations, resolving issues firmly, empathetically, and professionally before they reach leadership.
• Collaborative Support: Collaborate with internal team members, including CPAs and bookkeeping specialists, to help fulfill tax and accounting engagements on an as-needed basis.
• SOP Architect: Use internal knowledge to document processes and procedures, ensuring every operational task is repeatable and standardized.

2. Talent & Employee Success

• Recruiting Ownership: Own the hiring pipeline—post ads, screen resumes, and conduct initial interviews so we always have a "bench" of talent ready to go.
• Team Onboarding: Manage the onboarding and ramp-up process for new hires, ensuring they have the tools and training to be productive as soon as possible.
• Firm Administration: Provide internal support to various administrative functions in the firm, which may include assisting with internal billing, payroll, human resources, and reporting.

The Ideal Candidate

• Elite Interpersonal & Communication Skills: You are a fast thinker, an active listener, and a natural problem-solver under pressure. When a client is stressed or an issue escalates, you listen intently, think quickly on your feet, and guide them to a solution.
• The "Phone First" Mentality: You aren't afraid to pick up the phone. You prefer a quick, proactive 2-minute call over a 10-email chain.
• Proactive Execution: You don't wait to be told what to do. You see a "stuck" tax return, a client escalation, or a broken workflow, and you immediately step in to fix it.

Qualifications & Must-Haves

• 3+ Years of Client Tax Preparation and/or Bookkeeping Experience
• 3+ Years of Client-Facing Experience
• QuickBooks Certification is a plus
• Tech-Savvy: You are highly confident troubleshooting remote tools like TaxDome, CRMs (HighLevel), and Zapier.
• Precision Execution: High attention to detail. If an operational document or a financial task needs correction, you fix it correctly the first time.

Job Type: Full-time Pay: $70,000.00 - $75,000.00 per year Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• Do you have at least 3 years of client-facing accounting experience where you've served as the primary contact? Please briefly describe your experience.

Education:

• Associate (Required)

Experience:

• Bookkeeping: 3 years (Required)
• tax preparation: 3 years (Required)

License/Certification:

• QuickBooks Online Certification (Preferred)

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