About Graphite Financial

Graphite Financial is a growing boutique finance, accounting, tax, and strategy firm (www.graphitefinancial.com) built to help startup and high-growth companies scale efficiently and sustainably. We are redefining the "finance department" for early-stage companies and VC-backed startups, delivering high-caliber accounting and finance leadership and support.

Engagement Overview

Graphite Financial is seeking an experienced independent tax contractor to deliver partnership tax work product on a large, active client engagement running through September 15. This is a project-based independent contractor engagement, not an employment relationship.

The contractor will be responsible for delivering defined tax work product—accurately, completely, and by agreed deadlines—using their own professional judgment and expertise.

Note: This engagement requires genuine partnership tax experience. Contractors must be capable of delivering quality work product with minimal instruction.

Contractors who deliver strong work product throughout the engagement may be considered for a full-time employment offer with Graphite Financial's Tax Service Line at the conclusion of the project.

Engagement Terms

Engagement type: Independent contractor (1099)
Duration: Immediate start through September 15
Estimated scope: 600 hours over the engagement period
Work location: Fully remote
Schedule: Contractor sets their own schedule; deliverables are due by agreed dates
Rate: Commensurate with experience

Engagement Deliverables

Partnership Tax Returns & Compliance

Completed federal and state partnership tax returns (Form 1065) and supporting schedules, prepared to a standard suitable for senior review and filing.
Accurate, reconciled K-1 packages reflecting correct partner allocations consistent with partnership agreement terms.
Book-to-tax adjustment workpapers, trial balance reconciliations, and organized, labeled workpaper files ready for review.
Basic 704(b) capital account maintenance schedules and book-tax difference documentation.
State and local partnership filings, composite returns, and withholding calculations as scoped.

Workpaper & Documentation Deliverables

Complete, organized workpaper files for each return.
Written responses to any review questions, resolved completely and returned by agreed turnaround.
Clear written documentation of any technical issues, data gaps, or open items identified during preparation.

Research & Technical Support (As Scoped)

Written tax research summaries on specific issues, as requested and scoped.
Supporting analysis and documentation for technical positions taken on returns.

What We Are Looking For

This engagement requires a contractor who can deliver professional-quality partnership tax work product independently.

Partnership Tax Experience: You have prepared Form 1065 returns, processed K-1 packages, and worked with allocation schedules.
Deliverable Accountability: You own your deadlines and communicate proactively.
Technical Self-Sufficiency: You resolve technical questions through your own research and expertise.
Accuracy at Volume: Your work product must be accurate even when the pace is high.
Professional Communication: You communicate clearly and professionally in writing.
Immediate Availability: You are available to deliver work product without delay.

Qualifications

Bachelor's degree in Accounting, Finance, or a related field required.
CPA or active CPA candidacy strongly preferred.
1–4 years of tax experience with direct, hands-on partnership tax compliance experience (Form 1065 preparation and K-1 processing are required).
Proficiency in at least one professional tax software platform (CCH Axcess, UltraTax, Lacerte, or similar).
Demonstrated ability to deliver accurate, complete tax work product on deadline.
Strong written communication skills in English.
Currently authorized to work in the United States as an independent contractor.
Immediately available to begin the engagement.

Measures of Engagement Success

This is an outcomes-based engagement. Success is defined by the quality and timeliness of delivered work product.

Partnership tax returns and workpapers are delivered accurately, completely, and by agreed deadlines.
K-1 packages and allocation schedules are technically sound and require minimal revision upon review.
Open items and technical issues are identified and communicated promptly.
Workpaper files are organized, labeled, and structured to a standard that supports efficient review and filing.
The overall quality of work product supports a full-time employment conversation at project close.

Before You Apply

Please review these firm requirements:

Do you have direct experience preparing partnership tax returns, including Form 1065 and K-1 packages?
Are you available to begin delivering work product immediately?
Can you commit to delivering approximately 600 hours of work product through September 15?
Are you currently authorized to work in the United States as an independent contractor?

Associate Tax Contractor

Job summary

Work model