CPA /Floater

Position Overview

Higher View Legacies (HVL) is seeking experienced Certified Public Accountants (CPAs) and highly experienced tax preparation professionals to join our network of contract-based tax preparers in the CPA Floater role.

CPA Floaters provide tax preparation support to multiple participating tax offices within the HVL network. Rather than being assigned exclusively to one office, floaters may accept individual tax preparation assignments from different offices based on their expertise, availability, and the needs of each office.

This role is designed for tax professionals who possess a strong understanding of U.S. tax preparation principles, can work confidently across multiple tax preparation software platforms, and can independently prepare returns in accordance with applicable IRS requirements.

Assignments are offered through an internal bidding process, allowing qualified floaters to indicate the flat fee they are willing to accept for a particular tax return. HVL selects a preparer for each assignment based on the submitted bids and applicable assignment requirements.

Key Responsibilities

• Tax Return Preparation: Prepare individual and business tax returns accurately and in accordance with applicable IRS requirements and tax regulations.
• Cross-Office Support: Accept and complete tax preparation assignments for multiple participating tax offices within the HVL network.
• Complex Return Assistance: Provide specialized tax preparation support for returns that require advanced tax knowledge, technical expertise, or assistance beyond an office's existing capabilities.
• Multi-Platform Adaptability: Navigate and work efficiently within different tax preparation software platforms, adapting to the systems used by individual offices.
• Tax Documentation and Data Entry: Review tax documents, accurately enter relevant information, and ensure required forms and supporting information are properly completed.
• Accuracy and Quality Control: Review completed returns for accuracy, consistency, completeness, and compliance with applicable tax requirements before submission.
• Assignment Management: Review available assignments, participate in the bidding process, and complete accepted assignments within established deadlines.
• Professional Collaboration: Coordinate with the designated office owner or manager regarding assignment requirements, missing documentation, and work-related questions.
• Confidentiality and Data Protection: Protect confidential taxpayer information and comply with applicable privacy, security, and company policies.
• Professional Development: Participate in required onboarding, training, and platform familiarization activities established by HVL.

Qualifications

• Active CPA credential or substantial, demonstrated experience and expertise in professional tax preparation.
• Strong knowledge of U.S. federal tax preparation requirements, applicable IRS guidelines, and tax return preparation procedures.
• Demonstrated ability to prepare tax returns independently, including complex individual and/or business returns appropriate to the candidate's experience.
• Experience using multiple tax preparation software platforms. Familiarity with more than one system is strongly preferred.
• Ability to understand tax preparation concepts and workflows independently of any one software platform.
• Strong attention to detail, accuracy, and quality control.
• Ability to interpret tax documents, identify missing or inconsistent information, and resolve preparation issues within the scope of the assignment.
• Ability to manage multiple assignments and meet established deadlines.
• Strong written and verbal communication skills for professional coordination with office owners and managers.
• Ability to maintain strict confidentiality and handle sensitive taxpayer information responsibly.
• Willingness to work within a contract-based, assignment-driven model with variable workloads and per-return compensation.

Compensation and Earning Potential

• Contract based compensation and opportunities for each accepted and completed tax return obtained through bid system.
• Compensation varies by assignment and is established through HVL's bidding process.
• Opportunities to accept assignments from multiple participating tax offices, subject to availability and assignment requirements.
• Earning potential depends on assignment availability, the preparer's accepted bids, the complexity of assigned returns, and the preparer's capacity to complete work.

Contract-Based Compensation and Opportunities

Compensation is established through mutually agreed-upon terms for each accepted tax preparation assignment. Independent contractors may submit bids on available assignments, with compensation determined by the accepted bid and applicable contract terms. Additional tax preparation opportunities may offer alternative compensation arrangements based on the services performed.

Earning potential varies based on assignment availability, accepted compensation terms, and the volume of completed work. No minimum assignments or earnings are guaranteed.

Work Arrangement

• Engagement Type: Contract-based, assignment-driven engagement.
• Work Allocation: Tax preparation assignments may come from multiple participating HVL offices.
• Workload: Variable, based on office demand, available assignments, and the preparer's availability.
• Software: Preparers must be willing and able to work across different tax preparation software platforms.
• Client Interaction: The primary responsibility is tax preparation and technical support. Client pricing and direct client communication are generally handled by the designated office owner or manager, subject to the procedures established for each assignment.

Ideal Candidate Profile

The ideal CPA Floater is an experienced, adaptable tax professional who understands tax preparation beyond the mechanics of a particular software program. This individual can independently evaluate tax information, prepare accurate returns, navigate unfamiliar systems, and support multiple offices without requiring extensive day-to-day supervision.

Successful candidates are comfortable working in a flexible, assignment-based environment, understand the importance of taxpayer confidentiality, and can deliver reliable, high-quality work within established deadlines.

About Higher View Legacies

Higher View Legacies supports a network of tax preparation offices and tax professionals through structured operational support and access to tax preparation resources. The CPA Floater program is intended to expand access to experienced tax preparation professionals, help participating offices address specialized preparation needs, and create additional opportunities for qualified preparers to work across the network.

Interested candidates are encouraged to apply if they have the tax expertise, adaptability, and professionalism required to support a growing network of tax offices.

Pay: $20,000.00 - $83,000.00 per year

Benefits:

• Flexible schedule
• On-the-job training
• Professional development assistance
• Referral program
• Work from home

Work Location: Remote

Plata: $20,000 - $83,000 a year

Rad na daljinu: Da

Izvor: https://indeed.com/viewjob?jk=d553e12bf8c9dbba

Nivo: mid level