Company: Khalsa CPA Services LLC
Location: Remote (Office in Maui, Hawaii)
Job Type: Part-Time (25-35 hrs/week, with flexibility to expand as client demand grows)
Schedule: Flexible hours with a minimum commitment of three mornings per week on Hawaii time (9am – 12pm, including Monday, Tuesday, and Thursday).
About Us
Khalsa CPA Services LLC is a woman-owned, Maui-based CPA firm specializing in Client Accounting Services (CAS) and comprehensive tax planning, preparation, and advisory solutions. We are dedicated to providing exceptional service to our clients while fostering a supportive, growth-oriented work culture. Our team values flexibility, excellence, and continuous development, and we’re seeking an experienced Remote Accountant with a background in Client Accounting Services and tax services within a CPA or public accounting firm to join us in delivering high-quality client service.
Position Overview
As our Client Accountant, you’ll play a vital role in delivering Client Accounting Services (CAS) and tax planning, preparation, and advisory services to support our clients' financial success while building and maintaining lasting relationships. This role requires prior experience in a CPA firm providing CAS and tax advisory services directly to clients. You’ll have the flexibility to manage your schedule while working closely with other team members who value collaboration, integrity, and professional growth.
Key Responsibilities
- Conduct client onboarding by meeting with new clients, gathering financial data, and establishing project scopes, procedures and delivery outlines.
- Collaborate with clients to understand their business needs and provide accounting services and tax advisory support.
- Manage and process accounting transactions in QuickBooks (desktop and online), ensuring accuracy.
- Reconcile client accounts, prepare financial statements, and maintain records in line with CAS (Client Accounting Services) standards.
- Create tailored financial reports to provide clients with insights and actionable guidance.
- Provide responsive and ongoing support to client inquiries throughout the year.
- Assist in tax planning, preparation, and advisory services for clients, helping them navigate complex tax requirements and optimize their tax strategies.
- Partner with team members on accounting-related projects, keeping stakeholders informed.
- Contribute to process improvements that support efficient CAS and tax advisory service delivery.
- Assist the CPA with pre-tax preparation and tax advisory work.
Qualifications
- Education: Bachelor’s degree in Accounting or Finance or similar experience.
- Experience: 5-10+ years of accounting experience, including client-facing roles in a CPA firm, specifically delivering Client Accounting Services (CAS) and tax planning, preparation, and advisory services.
- Technical Expertise:
- Advanced knowledge of QuickBooks (desktop and online).
- Expertise in payroll processes.
- Demonstrated experience in tax planning, preparation, and advisory services for clients.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
- Proficiency with online software (Lacerte, Karbon and Teams is a plus)
- Ideal: CPA, EA or Tax Preparer certification is a ideal, with the higher range of compensation offered for these credentials.
Who We’re Looking For
The ideal candidate has prior experience providing Client Accounting Services and tax advisory services within a CPA firm, excels in client relationships, and values a flexible, supportive work environment. Key qualities include:
- Strong Communication Skills: A client-centered approach with an ability to understand and meet client needs.
- Organizational Prowess: Excellent time management, attention to detail, and the ability to manage multiple client accounts effectively.
- Problem-Solving Abilities: Skilled at analyzing complex financial situations and providing thoughtful solutions.
- Growth Mindset: Enthusiasm for continuous learning and development, with a proactive approach to personal and professional growth.
Our Values
- Integrity & Accuracy: We uphold the highest standards in ethics, professionalism, and precision.
- Prosperity & Collective Abundance: We are dedicated to helping our clients—and each other—thrive financially and professionally.
- Responsiveness: Our commitment to timely, thoughtful communication with clients and team members builds trust and fosters exceptional service.
- Growth-Oriented Culture: We embrace learning opportunities, view challenges as growth paths, and believe in taking responsibility for our development.
Why Join Us?
- Flexible Work Environment: Balance work with life in a role that offers flexibility and the opportunity to expand hours as our client base grows.
- Supportive Team Culture: Be part of a woman-led team that values empowerment, collaboration, and mutual support.
- Professional Growth Opportunities: We invest in our team’s ongoing learning, including Continuing Professional Education (CPE) for tax professionals, to keep up with best practices in the field.
This is a contract position with flexible hours and room for development and growth. Candidates must have prior experience delivering client accounting and tax services within an accounting or tax firm environment.
To apply, please submit your resume along with a cover letter or message addressing the following points:
- Relevant Experience: Describe in detail how your experience aligns with this position, specifically highlighting the client accounting and tax work you have performed within an accounting or tax firm environment.
- Current Work Situation: Provide insight into your current professional status—whether you’re seeking this role as an additional position alongside your current job, looking to transition from another role, or are otherwise available.
- Position Preferences: Outline the type of position you are seeking (e.g., full-time, part-time, seasonal, permanent, or short-term).
- Career Goals: Share your career aspirations and where you would like to grow professionally over the next 3-5 years.
- Software Expertise: Detail any specific expertise you have with tax, accounting, or workflow management software relevant to a CPA firm environment.
Thank you for your interest in joining our team! We look forward to hearing from you.
Job Type: Part-time
Pay: $30.00 - $45.00 per hour
Expected hours: 20 – 35 per week
Benefits:
Schedule:
- 4 hour shift
- Choose your own hours
Education:
Experience:
- QuickBooks: 5 years (Required)
- Payroll: 5 years (Required)
- Client Accounting Services: 3 years (Required)
License/Certification:
- Enrolled Agent (Preferred)
- CPA (Preferred)
- Tax Preparers License (Preferred)
Work Location: Remote
