Job Overview:

Are you the kind of person who finds a sense of satisfaction in a perfectly organized tax folder? Do you enjoy the puzzle of a complex 1040 and the rhythm of a busy tax season? If you’re looking for a remote-first role where your attention to detail is celebrated and your expertise in U.S. tax is put to good use, we should talk.

Our client is looking for a Tax Associate to join their team. This isn't just about data entry; it’s about ensuring accuracy, maintaining the highest standards of compliance, and helping our clients navigate the complexities of tax season with ease.

Schedule:

• Mondays to Fridays, 9:00 am to 6:00 pm (US Central Time, 40 hours per week)

Responsibilities:

• Prepare individual and small business tax returns (Forms 1040, Schedule C, basic K-1 exposure preferred)
• Organize and review client tax documents for completeness and accuracy
• Enter tax data into tax preparation software and flag missing or questionable items
• Assist with tax return amendments, extensions, and basic compliance filings
• Adhere to the Client’s established tax preparation standards and SOPs
• Communicate internally with CPAs and client associates regarding open items and questions
• Maintain confidentiality and adhere to IRS and firm compliance standards

Requirements:

• 1–3 years of tax preparation experience (U.S. tax experience required)
• Experience with tax software (Drake, ProConnect, UltraTax, or similar preferred)
• Familiarity with individual and small business tax concepts
• Strong attention to detail and ability to follow written procedures
• Comfortable working with deadlines during tax season
• Ability to work independently in a remote environment

Nice-to-Have (Not Required):

• Experience with multi-state returns
• Exposure to bookkeeping or reviewing financial statements
• Prior experience working with a CPA firm

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health insurance coverage for eligible locations

Note:

Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.