rebel Financial · 1 month ago
In-House Accountant (EA or CPA Candidate) – Tax Preparation, Tax Planning & Bookkeeping Operations
Groveport, Ohio, United States
Full-time
Onsite
New Grad, Entry, Mid Level
$45K/yr - $60K/yr
0+ years exprebel Financial is a fee-only, B Corp wealth management firm based in Columbus, Ohio, rapidly expanding its tax and bookkeeping divisions. The In-House Accountant will focus on tax preparation and planning while overseeing bookkeeping operations, contributing to the modernization of the tax practice.
AccountingFinancial ServicesRetirement
Responsibilities
Prepare individual, small business, trust/estate, and retirement-related tax returns (1040, Schedule C, Schedule F, 1065/1120 preferred but not required)
Lead proactive tax planning for clients—strategies for retirement, investments, small business, and real-estate related matters
Identify ways to reduce tax liability using within-the-law optimization strategies
Research tax issues and propose well-supported solutions
Maintain compliance with IRS requirements and monitor tax law changes
Oversee outsourced bookkeeping team and perform monthly review for accuracy and compliance
Ensure bookkeeping ties to tax planning (Schedule C, Schedule F, entity returns, depreciation, etc.)
Implement and standardize bookkeeping workflows in QuickBooks and TaxDome
Help expand our bookkeeping service line and develop scalable processes
Enhancing efficiency through automation
Developing standardized procedures for tax prep & bookkeeping
Improving the integration of the tax practice with our advisory team
Contributing ideas for innovation, AI implementation, and workflow design
Work directly with financial advisors to synchronize planning and tax strategies
Collaborate with operations to ensure a smooth client onboarding and tax-season workflow
Participate in year-round tax advisory meetings with clients
Qualification
Required
Enrolled Agent (EA), *or* CPA candidate
6mo–3 years of professional experience in accounting, taxation, or bookkeeping
Strong understanding of basic tax principles and interest in tax planning
Experience with QuickBooks or similar bookkeeping software
Ability to manage deadlines, stay organized, and produce accurate work
Preferred
Experience preparing tax returns in Drake or another major tax software
Familiarity with TaxDome or willingness to learn quickly
Interest or experience in AI-driven tools (e.g., Gruntworx, TaxGPT)
Prior exposure to small business or personal financial planning concepts
Strong communication and client-facing skills
Benefits
Performance bonuses
Company profit-sharing bonus
401(k) with employer contributions
Health, dental, vision & disability benefits
Generous PTO
Professional development support
EA/CPA exam reimbursement
Continuing education
Conferences, tax training, and technology training
Long-term opportunities for leadership and growth
Company
rebel Financial
Rebel Financial specializes in retirement planning, college planning, tax planning and preparation, and investment management services.
11-50 employees
H1B Sponsorship
rebel Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Early StageCompany data provided by crunchbase