Senior Tax Associate

About Boyd Shoker

Boyd Shoker PLLC is a virtual CPA firm helping individuals and businesses with tax preparation, planning, and year-round support. Our work ranges from small business tax matters to cross-border taxation, estates, gifts, and trusts. We’re a small, collaborative team that values thoughtful client service, clear communication, and finding better ways to work.

About the Role

We’re looking for a Senior Tax Associate based in Washington State to prepare tax returns, communicate with clients, and help keep work moving through tax season. There is potential to transition to full-time as the firm grows. This remote role offers real flexibility to choose a schedule that works for you while meeting agreed deadlines and staying connected with the team. Whether you’re balancing family responsibilities, continuing your education, or looking for a part-time opportunity with room to grow, we’d love to hear from you.

Who Would Be a Good Fit?

You have hands-on experience preparing tax returns independently, from reviewing source documents and identifying missing information to completing a return for CPA review. You bring an established foundation in tax preparation and want to continue building your knowledge with support from experienced CPAs.

This could be a great fit for a parent seeking flexibility, someone returning to the profession, or an experienced preparer who prefers part-time work.

You’ll likely enjoy working with us if you:
• Have experience working remotely and staying organized without close supervision.
• Communicate clearly, ask questions, and keep teammates informed.
• Manage your time independently and follow through on deadlines.
• Are comfortable with technology and open to learning new tools.
• Take pride in accurate work and making the process easier for clients.
• Enjoy collaborating and sharing ideas for improving how things get done.

Why You’ll Enjoy Working Here
• A schedule that fits your life. Choose working hours that accommodate your other responsibilities, with coordination around deadlines and team needs.
• Work from home. Enjoy the convenience of a remote role based in Washington State.
• Room to keep learning. Build your tax knowledge while working closely with experienced CPAs.
• Opportunity to grow. Start part-time, with the possibility of transitioning to full-time as the firm grows.
• A team where you have a voice. Your questions, ideas, and contributions matter.

Anticipated Start Date: January 4, 2027

Expected Hours: Approximately 20-25 hours per week, with additional hours potentially available.

Compensation and Benefits
• $28–$40 per hour, depending on experience and qualifications
• Retirement plan with employer match
• Two weeks of paid time off for vacation and sick leave
• Stipend for remote work setup
• Referral program

What You’ll Do
• Prepare individual income tax returns (Form 1040 and related schedules)
• Prepare pass-through tax returns (Form 1065 & 1120-S)
• Prepare corporate tax returns (Form 1120 & 1120-F)
• Review source documents for completeness and identify missing information
• Organize and maintain electronic workpapers and supporting documentation
• Assist with client communication regarding document requests and missing information
• Escalate technical questions and complex tax issues to senior staff as needed
• Meet internal deadlines during tax season while maintaining accuracy and quality

Qualifications
• 1+ year of tax preparation experience preferred
• Experience preparing Form 1040, 1065, 1120 returns and related schedules
• Accounting, finance, or related educational background preferred; relevant experience may substitute for formal education
• Proficiency with Microsoft Office, including Word, Excel, and Outlook, and PDF editing tools
• Experience with CCH Axcess, TaxDome, QuickBooks, or similar software is a plus
• Ability to work independently and maintain confidentiality while collaborating effectively with a small remote team
• Reliable and self-motivated, with strong time management and problem-solving skills
• Reliable internet connection and a workspace suitable for confidential client work
• Must reside within Washington State