Tax Pro (CPA or EA required)

Location

Remote - US Only

Compensation

Flat service fee + hourly rate for consultations

What’s Keeper?

Keeper is a tech-enabled accounting and tax prep software for individuals and small businesses. We have around 40,000 subscribers paying us $200 annually, on average.

Role & qualifications

An increasing number of our subscribers are looking for something beyond our core software offering — like choosing the right business structure, selecting retirement plans aligned with their goals, and navigating tricky tax situations beyond the scope of software. To meet that demand, we’re looking for Accounting professionals with a background in individual & small business taxes, and a knack for excellent customer service. Therefore, our tax pros are true all-stars, collaborating with our CX team to provide clear, consultative advice that makes a real difference for our clients. They work with our Product and Eng team to help surface new, highly relevant opportunities to maximize client value. If you identify as a jack-of-all-trades - someone who can identify opportunities through client data, help build automations that make you more productive, and have a passion for delivering great service, then this is the job for you.

Responsibilities

• Conduct 1:1 video call consultations and confidently engage with users across a range of tax complexities
• Prepare complex tax returns—including S-Corp and Partnership filings—as well as ad-hoc financial statements, foreign tax filings, and business formation support
• Research the implications of tax policy changes to uncover new savings opportunities for our clients
• Excellent client management skills - be able to juggle different responsibilities, track and manage tasks, and create proactive cadences for users that maximize product value and utilization
• Think operationally: as our product evolves, you’ll help shape and improve our systems and tools for serving advanced tax needs

Qualifications

This role is ideal if you’re a few years out of your master’s program and looking to build your own client portfolio—without the grind of gig platforms or the rigid track of a Big Four firm. You’ll be joining a supportive network of accountants already thriving in our ecosystem. Specific requirements:

• EA and/or CPA certification (required)
• Bachelor’s degree (required)
• Master’s degree (preferred)
• Experience with individual taxes, especially for individuals that have 1099 income or other complex needs
• Experience with business tax filings and business formations - ideally S-Corps and Partnerships

Compensation

Initially, compensation will be based on a rate table for services rendered, plus billable hours: (There is an image referenced here showing the rate table but no text details available) After 6 months, there will be opportunities to transition this role into a full-time employee position with profit-sharing incentives, if you’d like. The role will start off as a contracting position paid at $125 per hour.

Interview structure

• Interview with Rob (30 min). Rob is a Sr Operations Manager who you’d be reporting to. He’ll ask about the volume and types of returns you’ve prepared, the tax software you’re familiar with, and your experience working directly with clients. You’ll also have the opportunity to ask Rob questions about Keeper and the role!
• 2-part paid assessment ($250 flat fee compensation)
• Mock client call. 20 min call with Jillian (a customer experience manager at Keeper) who will be pretending to be a client seeking a call with a tax pro about her tax situation.
• Mock tax return preparation. After the mock client call, you’ll be sent a mock intake form and then asked to prepare a mock tax return.
• Another call with Rob (30 min), This is a casual conversation where you’ll have the chance to ask any questions you may have about Keeper and how this role could evolve over the next six months.
• Offer! The role will start off as contracting position paid at $125 per hour. You’ll sign an NDA, complete a background check, and have a chance to meet other team members—like our CX team—who you’ll collaborate with to help build and improve our processes.

How to apply

Email david@keepertax.com