Job Overview

You will serve as a core team member responsible for accurate, timely, and compliant US tax return preparation for our growing firm. In this role, you will handle data gathering, financial account reviews, and tax preparation while maintaining strong client records. Working closely with senior managers and CPAs, your work directly ensures quality service delivery and client satisfaction in a collaborative, remote environment.

Schedule

Monday - Friday, 9:00 AM - 6:00 PM CST, with 1 hour unpaid break (40 work hours per week)

Responsibilities

• Tax Preparation: Prepare accurate individual, corporate, and partnership US tax returns under the guidance of Tax Manager.
• Document Gathering & Intake: Collect, organize, and review client tax documents, receipts, W-2s, 1099s, and financial statements for completeness.
• Accounting & Bookkeeping Sync: Utilize QuickBooks to review client financial data, post necessary journal entries, and ensure books are tax-ready.
• Software Execution: Input tax data accurately into ProConnect tax software following established firm protocols.
• Client & Team Communication: Communicate professionally with clients to request missing information, clarify tax details, and provide status updates.
• Quality & Compliance: Double-check work for mathematical accuracy, compliance, and adherence to firm quality standards before supervisor review.
• Record Maintenance: Maintain organized, complete workpapers and detailed notes within the firm’s digital filing systems.

Requirements

• Experience: Minimum 1–2 years of hands-on US tax preparation experience within an accounting firm setting.
• Software Mastery: Hands-on proficiency with QuickBooks (Online/Desktop) and direct experience using ProConnect (or similar tax software like UltraTax, Drake, or Lacerte).
• Fluent English: Clear, professional written and verbal English skills for internal team collaboration and client correspondence.
• Attention to Detail: Meticulous approach to data entry, math verification, and client record hygiene.
• Tax Knowledge: Solid foundational understanding of US individual and small business tax rules and schedules.
• Remote Reliability: Dependable home office setup with a high-speed internet connection and a commitment to long-term growth.

Qualifications

• Credentials: CPA license preferred, or hold a Bachelor's degree in Accounting/Finance are strongly encouraged to apply.
• Experience preparing multi-state tax returns (Desirable Plus).
• Familiarity with client portal platforms and digital document workflows (Desirable Plus).

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage

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.