Anne Arundel Accounting & Taxes (AAATAX) is hiring an experienced tax professional to serve as a client advisor, technical resource, and reviewer for business and trust returns and individual (1040) returns. Our primary focus as a firm is to help our clients preserve wealth with tax strategy, and each return must be looked at with a critical eye that reaches beyond the documents provided by the client. This role is a great fit if youve started (or seriously considered starting) your own tax firmbut found yourself overwhelmed by the admin, overhead, tech setup, follow-ups, and constant everything is on me pressure. You still want to do excellent tax work, help build a practice, and be part of a strong team. You enjoy helping people navigate taxation and understand the importance of providing our clients with the support they need.This is a part-time W-2 position with the potential to grow into a full-time role. We operate as a remote, largely asynchronous firmfocused on clear workflows and strong communicationso our team can build meaningful careers with flexibility while balancing the needs of family and personal life.You will:Identify client opportunities for tax planning and follow escalation processReview and finalize 1120S, 1065, and 1041 returns and related schedules/support (about 50 per year)Review and finalize 1040 returns prepared by others using a checklist and quality standards (less than 125 per year)Review and finalize client tax plans prepared by othersProvide clear review comments and coaching feedback to preparers to improve quality and consistencyAnswer technical questions as needed (with Client Experience Managers handling most coordination with clients) Help us build and refine SOPs/checklists as we scale a year-round advisory and compliance practice.Assist Client Experience Managers with client onboarding and client mid-year check-ins. Collaborate with team members/affiliates for follow-ups and action itemsMinimum requirements5 years of tax preparation/review experience Strong experience with S-Corps (1120S) and partnerships (1065)Experience with trust returns (1041) (or strong willingness to learn quickly)A reviewers mindset: organized workpapers, tie-outs, clean documentation, and consistent standardsInterest in tax planning/advisory (you naturally notice opportunities while working)Comfortable working in a tech-forward, process-driven environment using:TaxDomeProConnect TaxClickUpQuickBooks OnlineMicrosoft Office (Excel, Word, Outlook)Location preferenceWe are remote, but we strongly prefer candidates located in Maryland, Washington D.C. or Florida.What you wont be responsible forMarketing or lead generationOwning firm admin/overhead or building the tech stack aloneChasing every missing document (our Client Experience Managers handle most follow-ups)Answering a million quick questions (our CEM and mid-year check-in process help reduce these)LogisticsIdeal onboarding timeframe between July 2026 and September 2026Flexible part-time to start (with growth potential if desired)Year-round position with some increased hours during Q1Competitive pay based on experienceAutomatic 3% employer retirement contribution for all employees working over 10 hours per weekWork from home. Must have secure high-speed internet access.
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