Job Overview

Our client is seeking a detail-oriented US Tax Preparer - Forms 1040 1120 1065 (ProSeries / Lacerte) with an accounting degree and 2–5 years of hands-on experience preparing US tax returns. The successful candidate will support individual and business tax preparation, organize supporting financial records, and communicate effectively within a US firm working environment. Knowledge of ProSeries or Lacerte tax software is required. This role requires sound technical knowledge, reliable follow-through, confidentiality, and integrity in recording and billing time worked.

Schedule: Flexible between business hours (California Time); required overlap with the US team to be agreed upon before commencement

Responsibilities

• Prepare US tax returns involving Forms 1040, 1120, and 1065, together with relevant schedules and supporting workpapers, for review by the designated supervisor.
• Review financial records and source documents for accuracy, completeness, and consistency before preparing returns.
• Organize tax documentation and maintain clear, accurate workpapers and client files.
• Identify missing information, discrepancies, and questions requiring clarification, and communicate them promptly to the appropriate team member.
• Assist with account reconciliations and supporting accounting schedules needed for tax preparation.
• Apply working knowledge of US taxation to assigned work and flag unfamiliar or complex matters for senior review.
• Manage assigned tasks and agreed deadlines, providing timely progress updates and raising potential delays early.
• Respond professionally to requests for information and collaborate effectively with the US-based team.
• Maintain accurate, transparent time records reflecting actual work performed and follow agreed billing and time-tracking procedures.
• Protect confidential financial and taxpayer information and follow the firm’s data-handling procedures.
• Provide additional support during busy periods, subject to agreed availability and approval of additional hours.

Requirements

Technical Skills

• US tax preparation: Ability to prepare accurate individual and business tax returns and supporting schedules within the assigned scope.
• Accounting fundamentals: Understanding of financial statements, account classifications, reconciliations, and supporting financial records.
• Tax software proficiency: Practical experience using professional US tax preparation software, knowledge of ProSeries or Lacerte, and the ability to learn the firm’s chosen platform.
• Spreadsheet skills: Ability to use Microsoft Excel or equivalent tools to organize financial data, prepare schedules, and check calculations.
• Document management: Ability to maintain organized, traceable workpapers and supporting documentation.
• Quality control: Strong attention to detail and the ability to identify errors, missing information, and inconsistencies before review.

Professional Skills

• Integrity and accountability: Honest, accurate time recording and responsible use of billable hours.
• Communication: Clear updates, well-framed questions, and prompt escalation of issues.
• Organization and time management: Ability to prioritize assignments and meet agreed deadlines.
• Independent execution: Ability to complete routine work with appropriate initiative while recognizing when guidance is needed.
• Confidentiality: Sound judgment when handling sensitive financial and taxpayer information.
• Reliability and adaptability: Consistent follow-through and flexibility to accommodate agreed changes in workload.

Qualifications

• A degree in Accounting.
• 2–5 years of relevant experience preparing US tax returns, including hands-on experience with Forms 1040, 1120, and 1065.
• Working knowledge of US taxation and the documentation required to support individual and business tax returns.
• Knowledge of ProSeries or Lacerte tax software.
• Familiarity with the US firm working environment, including professional communication, review processes, deadlines, and time tracking.
• Strong written and verbal English communication skills.
• Availability for a part-time arrangement and willingness to discuss additional hours as business needs arise.

Measures of Success

• Accurate, complete tax preparation work submitted on time for review.
• Organized workpapers that clearly support the figures used in returns.
• Prompt identification and communication of missing information or issues.
• Accurate time records aligned with completed work and approved hours.
• Professional communication and dependable collaboration with the team.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

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.

One application, multiple possibilities:

When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.