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Tax Pro - Job Opportunity at Keeper Tax Inc.

Remote, US
Contract
Mid-level
Posted: April 19, 2025
Remote
USD 125 per hour

Benefits

Performance-based profit sharing with potential for significant upside
Retirement plan options aligned with industry standards
Flexible remote work arrangement
Potential transition to full-time employment after 6 months
Professional development through direct client interaction

Key Responsibilities

Lead strategic tax consultations through 1:1 video calls with diverse client base
Manage complex tax return preparation including S-Corp and Partnership filings
Drive business value through tax policy research and savings opportunity identification
Develop and optimize operational systems for advanced tax service delivery
Collaborate with product and engineering teams to enhance service offerings
Provide comprehensive business formation and financial statement support

Requirements

Education

Bachelor's degree required, Master's degree preferred

Experience

Several years post-master's experience preferred

Required Skills

Tax preparation expertise Client management Operational thinking Video consultation skills Research capabilities Financial statement preparation Business formation knowledge

Certifications

EA and/or CPA certification required
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Industry Trends

Increasing demand for tech-enabled tax services combining software automation with expert consultation Growing market for specialized tax support for gig economy workers and small business owners Shift towards virtual tax preparation and advisory services Rising complexity in tax compliance driving need for expert guidance

Salary Evaluation

USD 125,000 - 260,000 annually (based on 20-40 hours per week at $125/hour)

Role Significance

Part of a growing professional services team within a tech-focused company of approximately 50-100 employees
Mid to senior-level position with significant client advisory responsibilities and product development input

Key Projects

Development of automated tax optimization strategies Creation of scalable consultation frameworks Implementation of business formation protocols Enhancement of client service delivery systems

Success Factors

Strong balance of technical tax expertise and client communication skills Ability to translate complex tax concepts into actionable advice Proactive identification of client opportunities and process improvements Adaptability to evolving tax regulations and technology platforms

Market Demand

High demand with growing market opportunities due to increasing complexity in tax regulations and rise in self-employed professionals

Important Skills

Critical Skills

Advanced tax knowledge particularly in self-employed and small business contexts Strong virtual communication and advisory capabilities Operational mindset for process improvement

Beneficial Skills

Technology platform experience Process automation knowledge Data analysis capabilities

Unique Aspects

Hybrid role combining traditional tax expertise with technology-driven service delivery
Opportunity to shape evolving service offerings and operational systems
Direct impact on product development and service optimization

Career Growth

2-3 years for advancement to senior roles, with potential for practice leadership within 4-5 years

Potential Next Roles

Senior Tax Advisor Tax Practice Leader Director of Tax Services Head of Professional Services

Company Overview

Keeper Tax Inc.

Keeper Tax is a rapidly growing fintech company with approximately 40,000 subscribers and $8M annual recurring revenue

Emerging leader in tech-enabled tax services for independent professionals and small businesses
National reach through remote service delivery model
Innovation-focused environment combining technology and professional services expertise
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