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

About rebel Financial

rebel Financial is a fee-only, B Corp wealth management firm based in Columbus, Ohio. For more than a decade, we’ve 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, you’ll join an organization with strong operations, established clients, and the freedom to build a tax practice the right way—with 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 accountant—someone 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 You’ll 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 clients—strategies 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

You’ll 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 We’re Looking For

Required Qualifications

• Enrolled Agent (EA), or CPA candidate.


• 6mo–3 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 builder’s 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?

• You’ll build a modern tax practice without legacy bureaucracy.


• You’ll have strong operational support—unlike many CPA firms.


• You’ll collaborate with advisors and leadership who value innovation and change.


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


• You’ll have the chance to eventually become the head of tax if you excel.