Trail CPA is a fast-growing multi-state accounting and advisory firm. We're looking for a Tax Accountant II who is ready to take on more than entry-level work someone who can prepare and review returns, manage client correspondence with professionalism and responsiveness, and contribute to the operational rhythm of our tax team.

This is a role for someone earlier in their tax career who has already proven themselves as a preparer and is ready for the next step. An EA or CPA designation (or active progress toward it) is a strong signal we look for. You don't need decades of experience you need drive, detail orientation, and a genuine interest in tax that goes beyond the job description.

Key Responsibilities

Tax Preparation & Review

• Prepare individual, business, trust, and exempt organization tax returns accurately
• Begin reviewing returns prepared by junior staff, providing feedback and catching errors before they reach senior reviewers
• Research tax questions and escalate complex issues appropriately
• E-file returns and ensure all submissions meet accuracy and timeliness standards

Client Correspondence & Service

• Manage client correspondence with a 24–48 hour response standard
• Handle routine client questions with confidence and escalate when appropriate
• Support client onboarding and ensure a smooth, professional experience at every touchpoint

Operations & Team Support

• Handle invoicing for assigned team members and ensure billing accuracy
• Support seamless day-to-day tax operations including document management, workflow tracking, and deadline monitoring
• Contribute to process improvement and help build out Trail CPA's internal best practices as the team grows

Qualifications

Required

• 2–5 years of tax preparation experience, ideally in a public accounting environment
• Demonstrated ability to prepare individual and small business returns
• EA or CPA designation or actively working toward it
• Strong attention to detail and ability to manage multiple client files simultaneously
• Clear, professional written communication skills
• Bachelor's degree in Accounting or Taxation
• Comfortable working independently in a fully remote environment
• Must be US Based

Preferred

• Comfortable in a growing or fast-paced firm where you've had to figure things out on the fly
• Background in financial services or financial planning brings useful client-facing instincts
• Familiarity with multi-state filing requirements
• Experience with CCH, UltraTax, or similar tax preparation platforms

Why Trail CPA

• This is a firm where people grow. Our Tax Accountant II role is a real stepping stone not a ceiling. We invest in our team's development and promote from within. If you come in hungry to learn and willing to do the work, there's a clear path forward here.
• • 100% remote work from anywhere
  • Real mentorship from experienced tax professionals
  • Clear path for growth as Trail CPA scales
  • Employee benefits to support your professional development
  • Collaborative, high-trust team that refers their friends because they actually want to work here
  • Competitive salary plus benefits
    
    Must be US Based