Tax Clerk

Summary

Join our growing tax team and help us transition to a more efficient, pod-based model! We are seeking two experienced Tax Clerks, one specializing in individual tax and the other in business tax, to support our licensed CPAs. This full-time position requires 3–5 years of hands-on U.S. tax preparation experience. You will play a vital role in tax preparation, reconciliations, and documentation, allowing CPAs to focus on higher-level tasks. The ideal candidate is detail-oriented, works independently, and thrives in a fast-paced environment. This is a fantastic opportunity to contribute to a dynamic team and make a significant impact on our tax operations.

Requirements

• 3–5 years of U.S. tax preparation experience (individual or business)
• Solid understanding of U.S. tax forms and workflows
• Detail-oriented with strong self-review habits
• Ability to work independently and meet remote deadlines
• Familiarity with CPA firm tax support roles and processes

Responsibilities

• Prepare individual tax returns (Form 1040 and supporting schedules)
• Reconcile W-2s, 1099s, K-1s, and investment summaries
• Summarize brokerage and capital gains activity
• Organize digital workpapers with clear references
• Assist with e-filing, extensions, and client documentation
• Prepare partnership and corporate tax returns (Forms 1065, 1120, 1120S)
• Generate and reconcile partner/shareholder K-1s
• Tie out accounting file balances to tax return inputs
• Prepare fixed asset schedules and depreciation entries
• Assemble complete workpaper packages for CPA review