Subject Matter Expert -- U.S. Tax, Accounting, Payroll, Business Planning & Forecasting

Job Description

This is a remote position.

About Business Financial Group (BFG)

Business Financial Group (BFG) is a U.S.-based tax, accounting, payroll, and advisory firm serving small business clients across the United States. We are building a network of experienced Subject Matter Experts in India to support specialized client projects on a flexible consulting basis.

Position Summary

BFG is seeking experienced professionals with expertise in U.S. tax, accounting, payroll, financial reporting, forecasting, and advisory services. Selected experts will join BFG’s approved expert network and may be assigned project-based, part-time, or consulting engagements based on expertise and availability.

This is primarily an internal technical support role and not a traditional full-time position.

Areas of Expertise
U.S. Tax

• Form 1040, 1120S, 1065, 1120
  
• Partnership, S Corp, and C Corp taxation
  
• Tax planning and entity structuring
  
• IRS notices and transcript analysis
  
• Sales tax and payroll tax support
  

Accounting & Bookkeeping

• QuickBooks Online/Xero cleanup
  
• Reconciliations and month-end close
  
• Financial statement review
  
• Accounts payable/receivable
  
• Controller-level review
  

Payroll

• Payroll setup and compliance
  
• W-2 and 1099 support
  
• Payroll reconciliations
  

Advisory & CFO Support

• Financial forecasting
  
• Cash flow modeling
  
• Budgeting and KPI reporting
  
• Business planning and profitability analysis
  

Key Responsibilities

• Review tax, accounting, and financial documents
  
• Prepare or review workpapers and reconciliations
  
• Support BFG’s internal delivery team
  
• Identify risks, errors, and corrective actions
  
• Deliver work within agreed timelines
  
• Maintain confidentiality and documentation standards
  

Engagement Type

• Project-based contractor
  
• Part-time consultant
  
• Hourly SME
  
• Retainer-based advisor
  

Requirements Required Qualifications

• Experience in U.S. tax, accounting, payroll, or advisory work
  
• Strong technical expertise in at least one specialization
  
• Excellent attention to detail and communication skills
  
• Ability to work independently and meet deadlines
  
• Willingness to sign NDA and contractor agreements
  

Preferred Qualifications

• CPA, EA, CA, CMA, MBA Finance, or similar
  
• Experience with U.S. CPA firms or outsourcing firms
  
• Experience with U.S. small business clients
  
• Prior review or advisory experience
  

Preferred Software Experience

• Drake Tax
  
• QuickBooks Online/Desktop
  
• Xero
  
• CCH Axcess
  
• UltraTax
  
• ProConnect
  
• Microsoft Excel
  
• Zoho
  

Mandatory Assessment: Please complete the assessment form as part of your application. Only candidates who submit a fully completed assessment form will be considered for this role.

Benefits

Benefits

• Flexible work arrangements
  
• Project-based and part-time opportunities
  
• Work with a U.S.-based CPA and advisory firm
  
• Exposure to U.S. tax and accounting projects
  
• Remote work opportunity
  







Compensation will depend on expertise, experience, project complexity, availability, and quality of work.







Requirements
U.S. Taxation Tax Preparation Tax Review Accounting Bookkeeping Financial Reporting Payroll Processing Payroll Tax QuickBooks Online QuickBooks Desktop Drake Tax Xero Microsoft Excel Financial Forecasting Financial Modeling Business Advisory Cash Flow Forecasting Reconciliation General Ledger Month-End Closing IRS Compliance Multi-State Tax Tax Planning CPA EA CA