Join the Mission to Change Lives — One Conversation at a Time
At Dylan Cornelius Management, we help mid-career professionals and aspiring leaders accelerate their careers, find purpose, and create lives they love. We don’t just offer advice — we guide transformational journeys.
If you’re driven by service, excellence, and the belief that every client interaction is an opportunity to change a life, we’d love to meet you.
About the Role
As our Tax Preparer, you will ensure our coaching and consulting practice remains fully compliant while optimising our tax strategy.
You will go beyond mere data entry to provide proactive advice on deductions, credits, and filing requirements for a multi-faceted coaching brand.
This is a critical role that provides the founder with the peace of mind to focus on client transformation.
Type: Part-Time, Remote
Estimated Load: Once a year
Reports To: Founder
Key Responsibilities
- Prepare and file federal and state income tax returns for the business and the founder
- Review financial statements provided by the Bookkeeper to ensure tax-readiness
- Identify and implement tax-saving strategies specifically for coaching and digital service businesses
- Calculate and advise on quarterly estimated tax payments to avoid penalties
- Maintain up-to-date knowledge of tax law changes affecting small businesses and contractors
- Provide guidance on payroll tax compliance and 1099-NEC filings for other contractors
You’re a Fit If You
- Are a licensed CPA or Enrolled Agent (EA) with 5+ years of experience
- Have specific experience working with coaching, consulting, or online service-based businesses
- Can translate complex tax code into simple, actionable advice for the founder
- Are highly organized, meeting all filing deadlines with zero “last-minute” drama
- Align with our values of excellence, service, and strategic growth
Bonus Experience
- Familiarity with tax implications for digital products and international client payments
- Strategic knowledge of S-Corp elections and owner-draw optimizations
Tools We Use
- QuickBooks Online
- Stripe & PayPal (for revenue documentation)
- Google Suite (for secure document sharing)
- Asana (for deadline tracking)
Schedule & Compensation
- Project-based contract role
- Primarily remote, with peak hours occurring during tax season (January–April)
- Compensation based on the complexity of returns and hourly rate for advisory services
How to Apply
Send a brief written intro or a short video (2–3 mins) explaining:
- Your experience working with “expert-based” businesses (coaches/facilitators)
- One proactive tax strategy you frequently recommend to small business owners
- Your preferred method for secure document exchange and communication
👉 Submit to: [email protected].
📁 Learn more about us: https://dylancornelius.com/dylan-cornelius-management-llc/