US Tax Accountant (Part-Time)
About The Position
Visory is rebuilding how SMBs run their financial back-office by combining an agent-first workflow platform, frontier AI, and expert judgment. They are a Service-as-a-Software business that delivers the work itself, with agents at the core of every workflow. Visory is VC-backed and scaling fast with a global team. This role is part of their growing US tax practice. The role is for an experienced US tax professional to join Visory on a part-time basis, delivering both tax filing and tax strategy work to their US customer base. The professional will prepare and review returns and advise clients on proactive, forward-looking tax planning to help small and medium business owners keep more of what they earn and stay compliant. This is a flexible, part-time engagement for a practitioner who wants meaningful client work without the overhead of running their own business, and who is curious about working with an AI-powered platform that handles repetitive compliance tasks, allowing more time for judgment and client relationships.
Requirements
- CPA or Enrolled Agent (EA) required
- 3+ years of experience preparing US individual and business tax returns
- Demonstrated experience in tax planning/advisory work, not just filing alone
- Strong working knowledge of federal and multi-state tax rules
- Comfortable working with cloud-based accounting and tax software (e.g., QuickBooks, Xero)
- Excellent written and verbal communication skills for direct client interaction
Nice To Haves
- Experience serving small business or professional services clients ($1M–$10M revenue range)
- Prior remote or contract/fractional work experience
- Curiosity about how AI is changing accounting and compliance work
Responsibilities
- Prepare and review federal and state tax returns for individuals and small businesses (1040, 1120/1120-S, 1065, and related schedules)
- Ensure accuracy and completeness of working papers and supporting documentation ahead of filing
- Stay current on IRS and state tax law changes and apply them correctly across client work
- Identify tax-saving opportunities and proactive planning strategies for clients across entity structuring, deductions, credits, and timing of income/expenses
- Advise clients on the tax implications of business decisions (entity election, compensation structuring, retirement planning, etc.)
- Translate complex tax concepts into clear, actionable guidance for non-technical business owners
- Review AI-assisted draft returns and workpapers for accuracy before client delivery, flagging errors or edge cases
- Share practitioner feedback that helps improve Visory's AI-powered workflow platform over time
- Maintain professional standards consistent with IRS Circular 230 and applicable state requirements
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
