Finance Pals provides bookkeeping, tax and CFO help for startups and small business clients. We all wanted more than traditional jobs offered, so we built flexible, remote work that leaves room for life beyond work. We're looking for an experienced tax reviewer to join us as a contract Tax Manager. You'll mainly review returns prepared by our senior tax associates, clear review notes, sign and file them, and prepare a few returns of your own. Some of you run your own firm and want to keep your clients while filling out your workload without the billing and admin. Some of you want to scale back, or want part-time work around family. All of you are welcome. Desired result: our clients and our team love working with you. Returns go out accurate and on time, our preparers learn from your feedback, and you get time to enjoy your life. What you'll do

• Review returns prepared by our senior tax associates (individual and high net worth 1040s, trusts and estates 1041, nonprofits 990 and some business returns)
• Give clear, constructive review notes and help our preparers grow
• Sign returns as preparer with your active PTIN and file them, including extensions
• Prepare a few returns of your own
• Answer technical questions and flag planning opportunities

Awesome things about working with us

• Part-time, remote, flexible: you choose your schedule and your volume
• Autonomy: say yes or no to work based on your interests and availability
• No billing, collections or client chasing: we handle the admin, you do the tax work
• Keep your own practice: this works alongside it
• A friendly, responsive team and a variety of interesting clients

What we're looking for

• Several years of experience reviewing individual and business tax returns
• CPA or EA, with an active PTIN
• Experience with 1041, 990 and high net worth 1040 returns
• Intuit ProConnect review experience preferred; other professional tax software is fine if you learn quickly
• Bonus: tax planning, 1120, 1120S, 1065, Delaware and other state returns
• Bonus: comfort with AI tools (for example ChatGPT, Claude or Copilot) for research and drafting, plus the judgment to check their output. Not required.
• Availability of about [hours per week] during busy season

How to apply (we're doing something different) Indeed makes it easy to click apply, which makes it hard to tell who is truly interested. If you are, email admin@financepals.com with the subject Part-Time Tax Manager and answer these for your last position: 1. What were your successes, and what were your areas of improvement? 2. Which return types have you reviewed most, and roughly how many returns did you review in a season? 3. Describe an error or issue you caught in review. What was it and how did you handle it? 4. How do you give feedback to preparers? 5. How many hours a week could you commit in busy season and off-season? 6. Anything else from our nice-to-have list that applies (ProConnect, tax planning, state returns, business returns) 7. Optional: do you use AI tools in your work or day to day? If so, how, and how do you check what they produce? Want to stand out? Include a short video link (no attachments) telling us a story about how you've shown one of our core values (Communication, Adaptable, Growth Mindset, Problem Solving, Team Passion, Sparkle; learn more at https://www.financepals.com/core-values/), why you're interested, and a little about your tax experience. Shorter is better. We promise to reply to every video. Job Types: Part-time, Contract Pay: $80.00 - $100.00 per hour Benefits:

• Flexible schedule

Work Location: Remote Apply To This Job