Talent.com
In-House Accountant (EA or CPA Candidate) Tax Preparation, Tax Planning & Bookkeeping Operations
In-House Accountant (EA or CPA Candidate) Tax Preparation, Tax Planning & Bookkeeping Operationsrebel Financial • Groveport, OH, US
In-House Accountant (EA or CPA Candidate) Tax Preparation, Tax Planning & Bookkeeping Operations

In-House Accountant (EA or CPA Candidate) Tax Preparation, Tax Planning & Bookkeeping Operations

rebel Financial • Groveport, OH, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

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.
    • [job_alerts.create_a_job]

    Accountant • Groveport, OH, US

    [internal_linking.similar_jobs]
    CDL-A OWNER OPERATOR / INDEPENDENT CONTRACTORS

    CDL-A OWNER OPERATOR / INDEPENDENT CONTRACTORS

    Freymiller • Delaware, OH, US
    [job_card.full_time]
    CDL-A Owner Operator Jobs | Independent Contractor Opportunities.And a company thatrespects your time and hustle?.AtFreymiller, we offer consistentOTR freight, industry-leadingfuel surcharge pay, a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry-Level Tax Preparer

    Entry-Level Tax Preparer

    Jackson Hewitt - FLN • Lewis Center, OH, US
    [job_card.full_time] +1
    Seeking a job that fits around your life? Look no further! We provide.Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!.You will also have...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager - Top 100 Public Accounting Firm!

    Tax Manager - Top 100 Public Accounting Firm!

    CyberCoders • Columbus, OH, US
    [job_card.full_time]
    Tax Manager - Top 100 Public Accounting Firm!.We are one of the premier Regional CPA firms in the region serving High Net worth clients and also industries like technology, construction, real-estat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Accounting Supervisor

    Accounting Supervisor

    ARS-Rescue Rooter • Westerville, OH, US
    [job_card.full_time]
    American Residential Services is the largest provider of residential services in the US, employing more than 7000 professionals across the country. ARS has been serving its customers with HVAC, Plum...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Staff Accountant

    Staff Accountant

    Vaco by Highspring • Columbus, OH, US
    [job_card.full_time]
    Manage underlying data, supporting documentation and spreadsheet-based calculations to support accounting accuracy and completeness. Create journal entries to reflect activities.Examples include : am...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager

    Tax Manager

    Blue & Co. • Westerville, OH, US
    [job_card.full_time]
    LLC, is a dynamic and innovative accounting firm that provides growth-committed entrepreneurial clients with accounting and consulting services. We are currently seeking a Tax Manager to join our Co...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Government Consultant

    Senior Government Consultant

    Julian & Grube Inc • Westerville, OH, US
    [job_card.full_time]
    Julian & Grube is Ohio’s leading accounting firm dedicated to delivering services for local Ohio Governments.We pride ourselves on fostering a collaborative and dynamic work environment t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDash • Ashville, OH, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a var...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AR / Accountant

    AR / Accountant

    Dawson • Columbus, OH, US
    [job_card.permanent]
    Accountant & AR Specialist.Rapidly Expanding CPG Brand – Achieved 4X growth over the last 3 years.Collaborative and Dynamic Team Environment – Work with passionate professionals who...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entrepreneurial Tax Professional

    Entrepreneurial Tax Professional

    Nichols & Company, CPAs • Westerville, OH, US
    [job_card.full_time]
    Are you an entrepreneurial CPA or EA ready to take full ownership of your client relationships and professional growth? We offer a unique opportunity to manage and expand your own dedicated book of...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry-Level Tax Preparer

    Entry-Level Tax Preparer

    Jackson Hewitt - GHU • Circleville, OH, US
    [job_card.full_time] +1
    Seeking a job that fits around your life? Look no further! We provide.Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!.You will also have...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager at Top 100 Firm | Remote Flex w / Salary up to $170k

    Tax Manager at Top 100 Firm | Remote Flex w / Salary up to $170k

    Levelociti • Columbus, OH, US
    [filters.remote]
    [job_card.full_time]
    Competitive Salary Range ($130k-170k+).Remote Options & Flexible Schedules.Match in addition to Profit Sharing Plan & Bonuses. PTO Starting at 4 weeks & Health benefits that kick in Day ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Entry-Level Tax Preparer

    Entry-Level Tax Preparer

    Jackson Hewitt - DRF • Columbus, OH, US
    [job_card.full_time] +1
    Seeking a job that fits around your life? Look no further! We provide.Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!.You will also have...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Seasonal Tax Preparer

    Seasonal Tax Preparer

    DWA Tax Consultants • Columbus, OH, US
    [job_card.temporary]
    Seasonal Tax Preparer – Mid-Level (Bonus at end of tax season).DWA Tax Consultants • Newark, Ohio.Seasonal Position – January through April. DWA Tax Consultants is looking for a det...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    ACCOUNTANT I

    ACCOUNTANT I

    Bernard J Schultz CPA LLC • Columbus, OH, US
    [job_card.full_time]
    This role is responsible for applying technical skills and working as part of a team carrying out tasks under limited supervision. Successful candidate possesses expert knowledge of.Monthly Close / ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Certified Occupational Therapist Assistant (COTA) - $1,349 to $2,032 per week in Wyoming, DE

    Travel Certified Occupational Therapist Assistant (COTA) - $1,349 to $2,032 per week in Wyoming, DE

    AlliedTravelCareers • Delaware, US
    [job_card.full_time]
    AlliedTravelCareers is working with CompHealth to find a qualified Certified Occupational Therapist Assistant (COTA) in Wyoming, Delaware, 19934!. CompHealth exists to make the locums process easier...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AP Accountant

    AP Accountant

    Cerelia Bakery Canada LP • Columbus, OH, US
    [job_card.full_time]
    REPORT TO : Director of Finance.The Accounts Payable (AP) Accountant is responsible for managing the end-to-end accounts payable process to ensure accurate and timely payment of vendor invoice...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager

    Tax Senior Manager

    Spartan Placements, LLC • Columbus, OH, US
    [job_card.full_time]
    Possess exceptional verbal and written communication skills.Have working knowledge of Microsoft Office programs (Excel, Word, Outlook and PowerPoint) as well as basic knowledge of operating systems...[show_more]
    [last_updated.last_updated_30] • [promoted]