Overview

Our client is looking for a U.S. Tax Preparation Specialist (Drake Tax & UltraTax CS) to take complete ownership of preparing and filing federal and state tax returns for individuals, partnerships, and sole proprietors. In this role, you will analyze financial statements, reconcile general ledgers to tax workpapers, and handle essential filings such as Form 1040, Form 1065, Schedule C, and Schedule E. You will join a dynamic team supporting U.S. CPA firms, ensuring full compliance with IRS guidelines and tax regulations during peak filing seasons.

Schedule:

• 8:30 AM to 5:30 PM Bend, OR Time, with a 1-hour unpaid break (40 hours per week/8 hours per day)

Responsibilities

• U.S. Tax Preparation & Filing: Independently prepare and finalize U.S. federal and state income tax returns for individuals (Form 1040) and partnerships (Form 1065), including Schedule C, Schedule E, and K-1 distributions.
• Sole Proprietor & Small Business Taxes: Analyze financial statements and profit & loss (P&L) reports to accurately complete Schedule C calculations, self-employment tax schedules, and allowable deductions.
• Book-to-Tax Reconciliation: Review trial balances, general ledgers, and QuickBooks Online/Desktop data to make necessary tax-adjustment entries and reconcile accounting records with tax returns.
• Document & Schedule Audit: Review client tax documents (W-2s, 1099s, K-1s, 1098s, balance sheets) to ensure complete data integrity, flag missing information, and identify applicable deductions and credits.
• Tax Workpaper Management: Organize, maintain, and document clear, audit-ready supporting workpapers, client communication logs, and source documents inside tax management software.
• Quality Assurance & Compliance: Ensure strict adherence to IRS guidelines, federal tax regulations, state-specific filing mandates, and firm quality control standards.

Requirements

• Direct U.S. Tax Experience: Minimum 3–5+ years of hands-on experience preparing U.S. individual and business tax returns within a U.S. accounting firm or outsourcing environment.
• Core Form Expertise: Demonstrated proficiency in preparing Form 1040, Form 1065, Schedule C, and associated tax schedules (candidates without direct U.S. tax filing experience will not be considered).
• Tax Software Stack: Proficient with major U.S. tax preparation software (e.g., Drake Tax, UltraTax CS, Intuit ProConnect, Lacerte, or TurboTax Business) and accounting tools (QuickBooks Online).
• Meticulous Attention to Detail: Exceptional accuracy in detecting data mismatches, misclassified expenses, or missing tax documentation.
• Fluent English Communication: Strong written and verbal English skills to collaborate effectively with U.S. tax managers, CPA leads, and team members.
• Independent Execution: Able to manage multiple client return files simultaneously, track IRS filing deadlines, and maintain productivity during peak tax seasons.

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.

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.