The Bottom Line® · 4 months ago
Profit & Tax Professional - CPA
United States
Part-time
Remote
Mid Level
$32/hr - $38/hr
4+ years expThe Bottom Line® is a remote organization that assists eCommerce and Online Business owners with personalized tax planning and bookkeeping services. They are seeking a CPA to serve as a strategic partner for clients, focusing on profit and tax planning, tax filings, and bookkeeping responsibilities.
AccountingFinancial ServicesWealth Management
Responsibilities
Profit and tax planning
Seasonal federal and state tax filings and analysis
Complete and advise on quarterly estimated income tax payments
Performing bookkeeping work in Xero and/or QuickBooks (including reconciliations, cleanups, and financial reviews) and providing accurate financial snapshots
Conduct cash flow analysis and financial forecasting as assigned
Manage onboarding and renewals
Promote client and team success
Qualification
Required
Certified Public Accountant (CPA) certification
4–7 years of hands-on bookkeeping and accounting experience (not just oversight/review) plus strong tax preparation and planning experience
4-7 years in client success, account management, tax planning, and tax preparation
Demonstrated proficiency with QuickBooks and Xero (including reconciliations, cleanups, and preparing books for tax readiness)
Proficiency using Google Apps such as Mail, Calendar, Drive, Docs, Sheets, Meet, etc
Proficiency in adopting cloud-based technology, i.e., Canopy, Drake, Xero, QuickBooks, etc
Ability to improve client relationships and retention both inbound and outbound
Highly detailed and organized when it comes to client work and project management
Experience handling confidential information with intention and discretion, minimizing errors
Caring, empathetic communicator who prides oneself on being a valuable resource and partner
Experience working in a virtual, entrepreneurial environment and can adapt to change quickly
Easily provides a home office environment that is quiet, professional, and maximizes productivity
Benefits
401k plan for payroll-directed contributions after the first 12 months
Unlimited PTO
10 paid holidays that include a two-week all-company shutdown between Christmas and New Year's after your 90-day introductory period
100% remote work environment
Wide range of growth and learning opportunities
Profit First Rewards Program, which is a voluntary, discretionary profit-sharing benefit that employees are eligible for after six months of service.
Company
The Bottom Line®
The Bottom Line® is a work-family advancing the cause of reimagining entrepreneurial success with simple, practical, powerful solutions to serve more than 100,000 entrepreneurs by the year 2030.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Marilyn Parham
CPA, Founder | Master Maven
Recent News
The Blade
2025-03-12
Company data provided by crunchbase