Remote Tax Preparer

Summary

The job is for a Tax Professional to work on an hourly basis with CPA firms through Paro's managed marketplace. The role involves preparing and reviewing tax returns, providing proactive tax planning advice, staying updated on changes in tax legislation, interacting with clients, and building strong client relationships.

Requirements

• Bachelor's degree in accounting, finance, or a related field
• Minimum of 2 years of experience in tax preparation and planning
• Strong knowledge of federal, state, and local tax regulations
• Proficiency in using tax software applications such as Lacerte, ProSystem fx, CCH, or similar platforms
• Strong attention to detail and accuracy
• Excellent analytical and problem-solving abilities
• Effective communication skills, both written and verbal
• Demonstrated ability to prioritize tasks, manage deadlines, and handle multiple engagements simultaneously
• Ability to adapt to changing tax laws and regulations, as well as evolving client needs and priorities
• Upholding the highest standards of professionalism, integrity, and confidentiality when handling sensitive client tax information
• At least 20 hours per week of availability

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, businesses, and organizations
• Provide proactive tax planning advice to clients
• Stay updated on changes in tax legislation and regulations
• Interact with clients to gather tax-related information
• Assist clients in meeting their tax compliance obligations
• Conduct thorough reviews of tax returns and related documentation
• Build and maintain strong client relationships

Preferred Qualifications

Professional certifications such as Certified Public Accountant (CPA) or Enrolled Agent (EA)