Business Financial Group · 1 month ago
Contract CPA – Tax Return Reviewer & Client Advisor
United States
Full-time, Contract
Remote
Mid, Senior Level
3+ years expBusiness Financial Group (BFG) provides high-quality tax preparation, planning, accounting, and advisory services supported by a skilled back-office team. They are seeking licensed CPAs with strong individual and business tax preparation experience to perform final reviews of tax returns and conduct client meetings, ensuring accuracy and compliance.
AccountingBookkeeping and PayrollFinancial ServicesOutsourcing
Responsibilities
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
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
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
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
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
Qualification
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
Flexible schedule that fits around your existing practice.
Opportunity to build long-term contractor relationships with consistent seasonal volume.
Company
Business Financial Group
Business Financial Group offers accounting, bookkeeping, consulting, outsourcing and payroll services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
George Varghese
Partner
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