In-House Accountant (EA or CPA Candidate) Tax Preparation, Tax

Job Description

Salary: $45,000 $60,000 salary + benefits + company bonus + performance bonus

About rebel Financial

rebel Financial is a fee-only, B Corp wealth management firm based in Columbus, Ohio. For more than a decade, weve delivered high-quality financial planning, investment management, and retirement planning services. We are now rapidly expanding our tax and bookkeeping divisions, integrating advanced AI and automation tools, and creating a modern, efficient, client-centric tax practice.

We are not a traditional accounting firm weighed down by legacy partners or rigid structures. Instead, youll join an organization with strong operations, established clients, and the freedom to build a tax practice the right waywith innovation, efficiency, transparency, and technology at the center.

This is a rare opportunity to get in at the ground floor of a growing tax division within an already-established advisory firm.

Position Overview

We are seeking an ambitious, forward-thinking in-house accountantsomeone with an Enrolled Agent credential (EA) and/or actively pursuing a CPA. This role blends hands-on tax preparation, tax planning, and oversight of bookkeeping operations, with the expectation that you will help expand and modernize these services.

This role is ideal for someone early in their accounting career who wants:

A leadership track

Autonomy to build processes and systems

Exposure to integrated financial planning + tax work

A place where innovation is welcomed, not resisted

A long-term opportunity to eventually lead the tax division

What Youll Do

Tax Preparation & Tax Planning (Primary Focus)

Prepare individual, small business, trust/estate, and retirement-related tax returns (1040, Schedule C, Schedule F, 1065/1120 preferred but not required).

Lead proactive tax planning for clientsstrategies for retirement, investments, small business, and real-estate related matters.

Identify ways to reduce tax liability using within-the-law optimization strategies.

Research tax issues and propose well-supported solutions.

Maintain compliance with IRS requirements and monitor tax law changes.

Bookkeeping Oversight & Expansion

Oversee outsourced bookkeeping team and perform monthly review for accuracy and compliance.

Ensure bookkeeping ties to tax planning (Schedule C, Schedule F, entity returns, depreciation, etc.).

Implement and standardize bookkeeping workflows in QuickBooks and TaxDome.

Help expand our bookkeeping service line and develop scalable processes.

Process Modernization & Technology Integration

Youll work with our existing stack and help modernize it:

Drake Tax

TaxDome (workflows, organizers, client communication, automations)

Gruntworx

TaxGPT & AI tools

QuickBooks

Responsibilities include:

Enhancing efficiency through automation

Developing standardized procedures for tax prep & bookkeeping

Improving the integration of the tax practice with our advisory team

Contributing ideas for innovation, AI implementation, and workflow design

Cross-Department Collaboration

Work directly with financial advisors to synchronize planning and tax strategies.

Collaborate with operations to ensure a smooth client onboarding and tax-season workflow.

Participate in year-round tax advisory meetings with clients.

What Were Looking For

Required Qualifications

Enrolled Agent (EA), or CPA candidate.

6mo3 years of professional experience in accounting, taxation, or bookkeeping.

Strong understanding of basic tax principles and interest in tax planning.

Experience with QuickBooks or similar bookkeeping software.

Ability to manage deadlines, stay organized, and produce accurate work.

Preferred Skills

Experience preparing tax returns in Drake or another major tax software.

Familiarity with TaxDome or willingness to learn quickly.

Interest or experience in AI-driven tools (e.g., Gruntworx, TaxGPT).

Prior exposure to small business or personal financial planning concepts.

Strong communication and client-facing skills.

Ideal Candidate Traits

We are looking for someone who is:

Ambitious and looking for a long-term home to grow

Entrepreneurial with a builders mindset

Tech-forward, curious, and excited about AI tools

Process-oriented, organized, and detail-driven

Collaborative but able to work independently

Motivated to eventually lead a modern tax practice within a larger firm

Compensation & Benefits

Salary: $45,000 $60,000 (depending on experience)

Performance bonuses

Company profit-sharing bonus

401(k) with employer contributions

Health, dental, vision & disability benefits

Generous PTO

Professional development support

EA/CPA exam reimbursement

Continuing education

Conferences, tax training, and technology training

Long-term opportunities for leadership and growth

Why Join rebel Financial?

Youll build a modern tax practice without legacy bureaucracy.

Youll have strong operational supportunlike many CPA firms.

Youll collaborate with advisors and leadership who value innovation and change.

Youll work in a firm that is small, agile, and tech-forward, but has the stability of a long-established client base.

Youll have the chance to eventually become the head of tax if you excel.

Full-time