Remote Tax Preparation Specialist

Summary

Join our team as a Tax Preparation Specialist, working closely with project managers and Senior Tax Accountants to ensure accurate tax preparation and timely filing for clients.

Requirements

• 3-5 years of experience in preparing US federal and state tax returns
• Experience with professional tax software (experience with Drake Tax Software is a bonus)
• Strong understanding of US federal and state tax laws and regulations
• Excellent attention to detail with a focus on accuracy and efficiency
• Ability to manage workload and meet deadlines in a high-pressure environment
• Strong communication skills, both written and verbal, for effective client interaction
• Problem-solving skills and the ability to provide clear tax-related solutions

Responsibilities

• Prepare federal and state tax returns for individual and business clients
• Review and analyze tax documents provided by clients, ensuring completeness and accuracy
• Communicate with tax clients to clarify information and answer questions related to their tax returns
• Collaborate closely with the project manager, who is responsible for collecting all necessary tax documents and information from clients, ensuring tax preparation can start smoothly
• Work with the Senior Tax Accountant to resolve any complex tax issues and ensure all filings comply with relevant tax laws and regulations
• Submit completed tax returns with backup documentation to the Senior Tax Accountant for review
• Accept feedback and constructive criticism from the Senior Tax Accountant, making necessary corrections to ensure accuracy
• Meet deadlines for filing tax returns, ensuring that all work is completed accurately and efficiently within the set timelines
• Handle the stress and workload associated with tax season while maintaining a high standard of work
• Focus on providing tax solutions and finding the most beneficial outcomes for clients
• Use professional tax software to complete tax filings; experience with Drake Tax Software is a bonus but not mandatory

Benefits

• Work from the comfort of your own home
• Competitive pay. $9-$12 USD an hour