Contract CPA – Tax Return Reviewer & Client Advisor

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This is a remote position. Position: Contract Certified Public Accountant (CPA) Engagement Type: Independent Contractor Industry: Tax Preparation & Financial Services Location: Remote (U.S.-Based) Reports To: Tax Manager / Engagement Coordinator About Us Business Financial Group (BFG) provides high-quality tax preparation, planning, accounting, and advisory services supported by a skilled back-office team. Our goal is to deliver accurate tax compliance work while offering personal, trusted financial guidance to our clients. To support our growing client base, we are seeking experienced CPAs to join us as contract tax reviewers and client-facing advisors. Position Overview We are seeking licensed CPAs with strong individual and business tax preparation experience to perform final reviews of tax returns prepared by our back-office tax team. As the signing preparer, you will ensure accuracy, compliance, and completeness of all assigned returns. You will also conduct client meetings where required—primarily to address questions, provide explanations, and offer tax guidance within the scope of the engagement. This is an excellent opportunity for CPAs seeking flexible contractor work, predictable workflows, and minimal data-entry preparation. Key Responsibilities 1. Tax Return Review • Perform detailed technical review of individual (Form 1040) and business returns (1120, 1120-S, 1065) prepared by BFG’s back-office team. • Accuracy of income, deductions, credits, and supporting schedules. • Confirm compliance with current federal and state tax laws and regulations. • Identify errors, inconsistencies, or missing information and provide clear feedback for corrections. • Ensure all required documentation is present and properly attached. 2. Final Sign-Off • Serve as the official signing tax preparer for approved returns. • Maintain compliance with PTIN and state licensing requirements. • Ensure ethical and professional responsibilities are met in accordance with AICPA standards and IRS Circular 230. 3. Client Interaction • Conduct scheduled client meetings (virtual) as required for the engagement. • Walk clients through their completed returns, addressing questions and explaining tax positions. • Provide high-level tax guidance within the context of the return. • Collaborate with BFG’s Client Service team regarding follow-up requirements or additional client needs. 4. Documentation & Communication • Maintain timely communication with internal tax staff and management. • Use BFG’s workflows, checklists, and review templates to ensure consistency. • Document notes, recommendations, and required adjustments in our system. Workload & Expectations • Contractor, flexible schedule, remote work environment. • Volume will vary seasonally (especially peak January–April). • Compensation paid per return or hourly—based on complexity and agreement. Must be able to meet deadlines and maintain high accuracy standards. Requirements Qualifications Required • Active CPA license in good standing. • Minimum 3–5 years of recent hands-on tax preparation experience (individual and business returns). • Strong knowledge of federal and state tax law. • Experience reviewing returns prepared by tax team members. • Active PTIN. • Strong written and verbal communication skills. • Comfort with virtual client meetings and remote collaboration tools. Preferred • Experience working in a public accounting firm or high-volume tax environment. • Ability to interpret complex financial and tax data. • Multi-state tax return review experience. • Familiarity with tax planning concepts. Benefits Why Work With BFG • Our back-office team handles tax preparation and data entry—your focus is on review and client interaction. • Streamlined workflows, strong administrative support, and reliable documentation. • Flexible schedule that fits around your existing practice. • Opportunity to build long-term contractor relationships with consistent seasonal volume. Apply tot his job

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