Full-time Remote Senior Acct or Manager-Fractional CFO & Advisory: Embrace Actual Work-Life Balance
Who says you can’t have it all? Are you career-driven individual who thrives on tackling new challenges, but feel burnt out by the expectation that career growth means more hours? Look no further!
At Reis & Reis, we prioritize a genuine work-life balance all while developing our staff to their highest individual potential.
What makes this different?
· Full‑time, normal job, 100% remote
· ≤ 50 hours during tax season (Jan–mid April)
· @ 36 hours/week the rest of the year
· 3‑day weekends from mid‑April through December
· No Fall 2nd busy extension season
· Hourly pay plus time and half for overtime
You want to join us because:
We invest heavily in our team.
• You’ll learn the “why,” not just the “do”
• Our work leads with advisory — tax and fractional CFO alike
The team is a close, high‑performing work family.
• We know who we are and the client niches we serve best
• We are intentional and selective about the clients we work with
· We thrive on solving complex client issues and technical challenges together
• We stay connected through in-person retreats each offseason
We support you by:
· Intentionally investing in you
· Making ourselves available so you can learn, grow and adapt quickly
· Providing the resources you need, including leading AI and other technologies
In this role, you’ll:
• Serve as a primary point of contact for small and mid‑sized business clients, providing ongoing accounting, tax and advisory support
• Oversee and review monthly and quarterly accounting processes, ensuring accurate and timely financial reporting
• Review bookkeeping, reconciliations, and financial statements prepared by staff or clients, and resolve accounting issues as they arise
• Work extensively in QuickBooks (Online and Desktop), including clean‑ups, process improvements, and system optimization
• Analyze financial statements and explain results, trends, and key metrics to business owners in a clear, practical manner
• Provide fractional CFO‑level support, including budgeting, cash flow forecasting, and profitability analysis
• Partner with clients on financial decision‑making, helping them understand their numbers and plan next steps for their business
• Collaborate closely with team members to align financial reporting with proactive tax planning and compliance
• Support business and individual tax engagements as needed, based on experience level and firm workload
• Participate in advisory and planning meetings focused on financial performance, operations, and growth
• Build strong, long‑term client relationships through consistent communication and trusted guidance
• Mentor and support staff working on client accounting engagements and contribute to a collaborative team environment
• Perform multiple tax and write-up engagements for small and medium sized businesses, and their owners, from mid to high level complexity
• Perform research on tax topics and analyze/draw conclusions
• Formulate and deliver innovative tax planning, strategy and client service
• Cultivate strong client relationships through collaboration and consistent communication
If you’re the right fit, you’ll have:
• A 4-year post-secondary education
• 5+ years of tax and accounting experience
• CPA or EA preferred
• Experience working in a Remote Environment
• Traits like being a fast learner, entrepreneurial spirit, and strong analytical skills driven by curiosity and a desire for continuous improvement
• Enthusiasm with delving into research to discover innovative solutions
• Strong desire to embrace AI and adapt to technology changes
• Willingness to support or lead Fractional CFO/Controller and tax work
• Experience being the main client contact for accounting and tax engagements, including high-net-worth clients
• Exposure to WI income tax and WI clients
• Expertise withAI, QuickBooks and Microsoft 365
• Working experience with Thomsen Reuters Products (CoCounsel Tax, Ultra Tax, SurePrep, SafeSend, Fixed Assets CS, Practice CS, Workpaper CS, and GoFileRoom)
We have a family first focus with our staff. It is our belief that when our staff are able to dedicate the necessary time to their families and personal lives, it allows them to focus and excel in the workplace. That ultimately allows our staff to go above and beyond when delivering services to our clients.
As a CPA and advisory firm based in Wisconsin, we excel in catering to the diverse needs of small and medium-sized businesses, as well as high net worth individuals and families associated with these enterprises. Our commitment to excellence drives us to seek dynamic individuals who embody our core values of leadership, integrity, teamwork, and family, while also prioritizing a harmonious work-life balance.
Join our team and become part of a workplace culture that values not just your professional contributions, but also your personal well-being and growth. We're seeking individuals who are not only experienced in tax and accounting but are also inquisitive, ready to tackle challenges with curiosity and innovation.
Pay: $45.00 - $60.00 per hour
Expected hours: 36.0 – 50.0 per week
Benefits:
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• On-the-job training
• Paid sick time
• Paid time off
• Professional development assistance
• Profit sharing
• Referral program
• Retirement plan
• Travel reimbursement
• Work from home
Application Question(s):
• 1. The following series of questions serve as our initial interview opportunity for you. Candidates will be selected for a follow-up video conference interview with us based on their application materials and their responses to these interview questions. Are you interested in this position to answer all of the following questions?
• 2. Have you worked in a fully remote capacity before? If so, how do you ensure productivity and effective communication in a remote work environment?
• 3. We have a forward-thinking approach with our clients’ broader financial and business needs beyond traditional tax and accounting compliance. We tend to invest deeply in people who see the bigger picture and want to shape it with us. What kind of impact are you hoping to make in your next role?
• 4. Walk us through your personal standards for your work and those you work with. How detail-orientated would you describe your work? What are your weaknesses when you work independently or with others?
• 5. Walk us through a specific, real example of how you’ve used AI in your work. What problem were you solving, what did the process look like before and after, and what measurable impact did it have on your knowledge, productivity, and/or a client-facing process? How do you validate AI-generated output before relying on it?
• 6. What software and tools, including AI, are you proficient with accounting, tax, workflow, files, and client management? What are your top favorites to use?
• 7. How proficient are you with QuickBooks? Can you share examples of how you've used it to streamline financial reporting or processes for your clients?
• 8. Walk us through how you’ve trained or guided clients on using QuickBooks? How do you ensure they maximize its features?
• 9. When you work with a client, what are the most important questions you ask to understand their industry and how their business makes money and decisions?
• 10. What indicators in a client’s financials signal to you that it’s time to proactively reach out—even if they haven’t asked a question?
• 11. Give an example of a business decision where you helped a client slow down, reframe the numbers, and make a better choice.
• 12. Walk us through how you prepare and analyze financial statements for a client? What key elements do you focus on, and how do you ensure the accuracy of the data?
• 13. Describe a time when your analysis of a financial statement uncovered significant insights or discrepancies for a client. What actions did you take, and what was the ultimate impact?
• 14. Walk us through a particularly complex tax problem you solved for a client. What strategies did you use, and what was the outcome?
• 15. How do you approach structuring a tax plan for a client to ensure both compliance and optimization of their tax liabilities?
Work Location: Remote
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At Reis & Reis, we prioritize a genuine work-life balance all while developing our staff to their highest individual potential.
What makes this different?
· Full‑time, normal job, 100% remote
· ≤ 50 hours during tax season (Jan–mid April)
· @ 36 hours/week the rest of the year
· 3‑day weekends from mid‑April through December
· No Fall 2nd busy extension season
· Hourly pay plus time and half for overtime
You want to join us because:
We invest heavily in our team.
• You’ll learn the “why,” not just the “do”
• Our work leads with advisory — tax and fractional CFO alike
The team is a close, high‑performing work family.
• We know who we are and the client niches we serve best
• We are intentional and selective about the clients we work with
· We thrive on solving complex client issues and technical challenges together
• We stay connected through in-person retreats each offseason
We support you by:
· Intentionally investing in you
· Making ourselves available so you can learn, grow and adapt quickly
· Providing the resources you need, including leading AI and other technologies
In this role, you’ll:
• Serve as a primary point of contact for small and mid‑sized business clients, providing ongoing accounting, tax and advisory support
• Oversee and review monthly and quarterly accounting processes, ensuring accurate and timely financial reporting
• Review bookkeeping, reconciliations, and financial statements prepared by staff or clients, and resolve accounting issues as they arise
• Work extensively in QuickBooks (Online and Desktop), including clean‑ups, process improvements, and system optimization
• Analyze financial statements and explain results, trends, and key metrics to business owners in a clear, practical manner
• Provide fractional CFO‑level support, including budgeting, cash flow forecasting, and profitability analysis
• Partner with clients on financial decision‑making, helping them understand their numbers and plan next steps for their business
• Collaborate closely with team members to align financial reporting with proactive tax planning and compliance
• Support business and individual tax engagements as needed, based on experience level and firm workload
• Participate in advisory and planning meetings focused on financial performance, operations, and growth
• Build strong, long‑term client relationships through consistent communication and trusted guidance
• Mentor and support staff working on client accounting engagements and contribute to a collaborative team environment
• Perform multiple tax and write-up engagements for small and medium sized businesses, and their owners, from mid to high level complexity
• Perform research on tax topics and analyze/draw conclusions
• Formulate and deliver innovative tax planning, strategy and client service
• Cultivate strong client relationships through collaboration and consistent communication
If you’re the right fit, you’ll have:
• A 4-year post-secondary education
• 5+ years of tax and accounting experience
• CPA or EA preferred
• Experience working in a Remote Environment
• Traits like being a fast learner, entrepreneurial spirit, and strong analytical skills driven by curiosity and a desire for continuous improvement
• Enthusiasm with delving into research to discover innovative solutions
• Strong desire to embrace AI and adapt to technology changes
• Willingness to support or lead Fractional CFO/Controller and tax work
• Experience being the main client contact for accounting and tax engagements, including high-net-worth clients
• Exposure to WI income tax and WI clients
• Expertise withAI, QuickBooks and Microsoft 365
• Working experience with Thomsen Reuters Products (CoCounsel Tax, Ultra Tax, SurePrep, SafeSend, Fixed Assets CS, Practice CS, Workpaper CS, and GoFileRoom)
We have a family first focus with our staff. It is our belief that when our staff are able to dedicate the necessary time to their families and personal lives, it allows them to focus and excel in the workplace. That ultimately allows our staff to go above and beyond when delivering services to our clients.
As a CPA and advisory firm based in Wisconsin, we excel in catering to the diverse needs of small and medium-sized businesses, as well as high net worth individuals and families associated with these enterprises. Our commitment to excellence drives us to seek dynamic individuals who embody our core values of leadership, integrity, teamwork, and family, while also prioritizing a harmonious work-life balance.
Join our team and become part of a workplace culture that values not just your professional contributions, but also your personal well-being and growth. We're seeking individuals who are not only experienced in tax and accounting but are also inquisitive, ready to tackle challenges with curiosity and innovation.
Pay: $45.00 - $60.00 per hour
Expected hours: 36.0 – 50.0 per week
Benefits:
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• On-the-job training
• Paid sick time
• Paid time off
• Professional development assistance
• Profit sharing
• Referral program
• Retirement plan
• Travel reimbursement
• Work from home
Application Question(s):
• 1. The following series of questions serve as our initial interview opportunity for you. Candidates will be selected for a follow-up video conference interview with us based on their application materials and their responses to these interview questions. Are you interested in this position to answer all of the following questions?
• 2. Have you worked in a fully remote capacity before? If so, how do you ensure productivity and effective communication in a remote work environment?
• 3. We have a forward-thinking approach with our clients’ broader financial and business needs beyond traditional tax and accounting compliance. We tend to invest deeply in people who see the bigger picture and want to shape it with us. What kind of impact are you hoping to make in your next role?
• 4. Walk us through your personal standards for your work and those you work with. How detail-orientated would you describe your work? What are your weaknesses when you work independently or with others?
• 5. Walk us through a specific, real example of how you’ve used AI in your work. What problem were you solving, what did the process look like before and after, and what measurable impact did it have on your knowledge, productivity, and/or a client-facing process? How do you validate AI-generated output before relying on it?
• 6. What software and tools, including AI, are you proficient with accounting, tax, workflow, files, and client management? What are your top favorites to use?
• 7. How proficient are you with QuickBooks? Can you share examples of how you've used it to streamline financial reporting or processes for your clients?
• 8. Walk us through how you’ve trained or guided clients on using QuickBooks? How do you ensure they maximize its features?
• 9. When you work with a client, what are the most important questions you ask to understand their industry and how their business makes money and decisions?
• 10. What indicators in a client’s financials signal to you that it’s time to proactively reach out—even if they haven’t asked a question?
• 11. Give an example of a business decision where you helped a client slow down, reframe the numbers, and make a better choice.
• 12. Walk us through how you prepare and analyze financial statements for a client? What key elements do you focus on, and how do you ensure the accuracy of the data?
• 13. Describe a time when your analysis of a financial statement uncovered significant insights or discrepancies for a client. What actions did you take, and what was the ultimate impact?
• 14. Walk us through a particularly complex tax problem you solved for a client. What strategies did you use, and what was the outcome?
• 15. How do you approach structuring a tax plan for a client to ensure both compliance and optimization of their tax liabilities?
Work Location: Remote
Apply tot his job
Apply To this Job