US Tax & Accounting Associate

MOVE Your Business is proud to represent our client, a values-driven CPA firm based in Ohio that provides tax, accounting, and consulting services to individuals and small to mid-sized businesses. Known for their responsiveness and integrity, they specialize in serving clients across industries such as healthcare, trades, biotech, and manufacturing. The firm takes a personalized, strategic approach to help clients navigate financial decisions with confidence. Their team fosters a culture of professionalism, accountability, and continuous growth.

On behalf of our client, we are seeking a detail-oriented and self-sufficient Tax & Accounting Associate to support their CPA office. In this role, you’ll be responsible for tax return preparation, financial reporting, and general accounting duties. You’ll operate independently while collaborating closely with the client’s internal team to ensure accuracy, compliance, and timely service delivery. This role is ideal for someone who communicates clearly, adapts quickly to team dynamics, and thrives in a structured remote work environment.

Benefits:

• Competitive salary
• Strong support system
• Salary increase starting in your first year of employment (based on performance)
• Monthly Performance Incentive (only for full-time roles | based on given metrics |can range from $40 - $50)
• Health benefit ($30/month)
• No computer activity monitoring
• Training materials for upskilling provided
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leaves (sick leave convertible to cash if perfect attendance)
• Paid planned leaves
• Internet Allowance ($25/month)
  
  
  

Key Responsibilities

• Tax Preparation & Accounting
• Prepare individual and business tax returns accurately and efficiently
• Assist with general accounting work throughout the year
• Stay current on relevant tax law changes and adapt quickly
• Financial Reporting & Bookkeeping
• Generate financial reports and perform bookkeeping using QuickBooks Online
• Maintain accurate financial records and documentation
• Use and manage client records in Canopy Pax/Accounting and CCH Access (Wolters Kluwer Core)
• Tools & Technology
• Collaborate with internal team members via Microsoft Teams
• Track assignments and progress using project management tools like Canopy
• Team Collaboration & Communication
• Work independently while staying aligned with team goals
• Communicate proactively with team members, raising blockers or questions clearly
• Learn and integrate into the company culture and operating norms quickly
• Research & Innovation
• Support light AI prompt work or research as needed
• Support miscellaneous or one-off tasks as assigned by leadership
• Flexibly contribute to emerging priorities or special projects as needed
  
  
  

Requirements

• Proven experience in U.S. tax preparation (individual and business returns)
• Strong attention to detail and accuracy
• Ability to work independently with minimal supervision
• Excellent verbal and written communication skills
• Proficiency in QuickBooks Online and Microsoft Office Suite (particularly Teams)
• Familiarity with Canopy Pax/Accounting and CCH Access (Wolters Kluwer Core)
• Solid understanding of U.S. tax laws and the ability to adapt to tax code changes
• Availability to work with an overlap in Eastern Time Zone hours
• High level of personal responsibility, professionalism, and follow-through
  
  
  

Preferred Qualifications

• Interest or background in AI tools and prompt engineering
• Experience in fast-paced or growth-focused organizations
• Completion of DISC assessment (required before placement)
• Previous experience in a remote work setup or managed staffing model
• Team-oriented mindset with a strong sense of work-life balance and integrity
  
  
  

Working Hours:

Full Time (40 hours per week)

Monday through Friday 8 AM - 5 PM Eastern Time

About Us:

MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.