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Remote Proconnect Jobs in Ohio (NOW HIRING)

Upsourced Accounting

Senior Tax Associate

Columbus, OH · On-site +1

$78K - $97K/yr

Experience with ProConnect Tax is a plus. * Proficient in Microsoft Excel and comfortable working ... Flexible, remote work environment. * Flexible Paid time off and company holidays. * Opportunities ...

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Remote Proconnect information

What is a Remote Proconnect?

A Remote Proconnect typically refers to a professional who provides remote technical support or consulting services, often using specialized software to connect to clients' systems. These professionals assist with troubleshooting, setup, configuration, and ongoing support for various IT or software platforms. The role is commonly found in companies that offer cloud services, tax preparation software, or remote IT support. Remote Proconnects use secure connections to access client environments and resolve issues efficiently without needing to be physically present.

How does a Remote Proconnect typically collaborate with team members and clients given the remote nature of the role?

As a Remote Proconnect professional, you will primarily use digital communication tools such as video conferencing, instant messaging, and project management platforms to stay connected with your team and clients. Regular virtual meetings, clear documentation, and proactive communication are essential for ensuring alignment and project progress. You may also participate in scheduled check-ins or stand-up meetings to discuss updates, address challenges, and share feedback. Building strong virtual relationships and being responsive to messages are key to successful collaboration in this remote environment.

What are the key skills and qualifications needed to thrive as a Remote Proconnect, and why are they important?

To thrive as a Remote Proconnect specialist, you generally need expertise in tax preparation, strong problem-solving abilities, and a background in accounting or finance, often supported by relevant certifications like CPA or EA. Familiarity with Intuit ProConnect Tax software and secure remote communication tools is typically required. Excellent customer service, attention to detail, and strong organizational skills are vital soft skills in this role. These competencies ensure accurate tax filings, satisfied clients, and effective remote collaboration in a deadline-driven environment.

What is the difference between Remote Proconnect vs Remote Tax Preparer?

AspectRemote ProconnectRemote Tax Preparer
Required CredentialsPTIN, EFIN, possibly CPA or EAPTIN, EFIN, no advanced certifications required
Work EnvironmentRemote, often seasonal, tax season focusedRemote, year-round or seasonal, tax preparation
Industry UsageTax software development, tax firms, accountingTax preparation services, accounting firms
Common Search/ComparisonYesYes

Remote Proconnect is a tax software platform used primarily by tax professionals and firms, requiring specific credentials like PTIN and EFIN. Remote Tax Preparer refers to individuals who prepare taxes remotely, often with similar credentials but may not be involved in software development. Both roles are common in the tax industry and often searched together, but they serve different functions within the tax preparation process.

What are popular job titles related to Remote Proconnect jobs in Ohio?

For Remote Proconnect jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Remote Proconnect jobs in Ohio look for?

The top searched job categories for Remote Proconnect jobs in Ohio are:

Remote Proconnect jobs near you

Senior Tax Associate

Upsourced Accounting

Columbus, OH • On-site, Remote

$78K - $97K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

About Upsourced
Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. We combine strong accounting fundamentals with great technology, clear processes, and real financial leadership. Our goal is simple: give our clients clarity and confidence, and give our team a place where smart people can do their best work without burning out.
We move fast. We try new things. We work with interesting businesses. And we don't believe in busy season.
The Role
We're looking for an experienced Senior Tax Associate to join our growing tax practice. This role is ideal for someone with a strong accounting foundation, excellent attention to detail, and experience preparing both business and individual tax returns. You'll play a key role in delivering high-quality tax compliance services while supporting our commitment to accuracy, efficiency, and client service.
What you'll do:
  • Prepare and review business and individual tax returns with accuracy and efficiency.
  • Complete tax compliance work for partnerships, S corporations, C corporations, and individuals.
  • Prepare tax workpapers, reconciliations, and supporting schedules.
  • Analyze financial statements and make necessary tax adjustments.
  • Convert accrual-basis financial statements to cash basis when required.
  • Identify discrepancies and proactively resolve accounting and tax issues.
  • Collaborate with team members to ensure client deadlines are met and deliverables are completed accurately and on time.
  • Assist with tax planning projects and other client advisory initiatives as opportunities arise.

Required Qualifications
  • 3+ years of experience in business and individual tax compliance and preparation.
  • Strong understanding of U.S. federal tax law and accounting best practices.
  • Solid accounting foundation with the ability to read and interpret financial statements.
  • Experience with accrual-to-cash adjustments and book-to-tax differences.
  • Experience with ProConnect Tax is a plus.
  • Proficient in Microsoft Excel and comfortable working with accounting software such as QuickBooks Online.
  • Exceptional attention to detail, organization, and time management.

Nice to haves
  • CPA, CPA candidate, or Enrolled Agent (EA) is a plus.
  • Experience working with small businesses and business owners.
  • Familiarity with tax planning concepts beyond compliance.
  • Experience in a public accounting environment.

What We're Looking For
We're looking for someone who is a self-starter and thrives in an autonomous work environment. The ideal candidate takes ownership of their workload, manages priorities effectively, and consistently delivers high-quality work with minimal oversight. You should be proactive, dependable, and comfortable asking questions when needed while maintaining accountability for meeting deadlines.
Just as importantly, we're looking for someone who enjoys being part of a collaborative team, is eager to continue learning, and genuinely cares about delivering an exceptional experience for our clients.
What We Offer
  • Competitive salary based on experience.
  • Performance-based raises and promotion opportunities
  • Medical, dental, and vision insurance
  • 401(k) retirement plan - 4% match
  • Paid parental leave
  • Company-paid laptop and home office environment
  • Flexible, remote work environment.
  • Flexible Paid time off and company holidays.
  • Opportunities for professional development and career growth.
  • The opportunity to help build and shape a growing tax practice where your ideas and contributions make a real impact.

Apply