Overview
A growing boutique finance, accounting, tax, and strategy firm is seeking an experienced independent tax contractor to deliver partnership tax work product on a large, active client engagement running through September 15. This is a project-based independent contractor role, not an employment relationship. The contractor will be responsible for delivering defined tax work product accurately, completely, and by agreed deadlines using their own professional judgment and expertise.
This engagement requires genuine partnership tax experience. Contractors must be capable of delivering quality work product with minimal instruction on technical matters. This project demands expertise, not a learning opportunity.
Contractors who deliver strong work product throughout the engagement may be considered for a full-time employment offer with the firm's Tax Service Line at the conclusion of the project.
Engagement Terms
- Engagement type: Independent contractor — 1099
- Duration: Immediate start through September 15
- Estimated scope: 600+ hours over the engagement period
- Work location: Contractor’s own location — fully remote
- Schedule: Contractor sets their own schedule; deliverables are due by agreed dates
- Rate: Commensurate with experience — competitive with current market rates for contract partnership tax professionals
Responsibilities
Partnership Tax Returns & Compliance
- Prepare completed federal and state partnership tax returns (Form 1065) and supporting schedules to a standard suitable for senior review and filing
- Produce accurate, reconciled K-1 packages reflecting correct partner allocations consistent with partnership agreement terms
- Prepare book-to-tax adjustment workpapers, trial balance reconciliations, and organize labeled workpaper files ready for review
- Maintain basic 704(b) capital account schedules and book-tax difference documentation
- Handle state and local partnership filings, composite returns, and withholding calculations as scoped
Workpaper & Documentation Deliverables
- Deliver complete, organized workpaper files for each return, structured to support efficient review and filing
- Provide written responses to any review questions, resolved completely and returned by agreed turnaround
- Submit clear written documentation of any technical issues, data gaps, or open items identified during preparation promptly upon discovery
Research & Technical Support (As Scoped)
- Provide written tax research summaries on specific issues as requested and scoped, delivered by agreed deadlines
- Supply supporting analysis and documentation for technical positions taken on returns, where applicable
Requirements
- Direct partnership tax experience: preparation of Form 1065 returns, processing K-1 packages, and working with allocation schedules
- Ability to deliver professional-quality partnership tax work product independently
- Ownership of deadlines with timely and accurate delivery; proactive communication if deadlines are at risk
- Technical self-sufficiency to resolve questions through research and expertise without step-by-step direction
- Accuracy under high volume and compressed timelines
- Strong professional written communication skills in English
- Immediate availability to begin delivering work product
- Bachelor’s degree in Accounting, Finance, or related field
- CPA or active CPA candidacy strongly preferred
- 1–4 years of tax experience with direct, hands-on partnership tax compliance experience
- Proficiency in at least one professional tax software platform (e.g., CCH Axcess, UltraTax, Lacerte)
- Currently authorized to work in the United States as an independent contractor
Measures of Engagement Success
- Partnership tax returns and workpapers delivered accurately, completely, and by agreed deadlines
- K-1 packages and allocation schedules technically sound with minimal revision upon review
- Prompt identification and communication of open items and technical issues
- Organized, labeled, and structured workpaper files supporting efficient review and filing
- Overall quality of work product supports consideration for full-time employment at project close
Compensation & Benefits
- Pay range: $25 - $45 USD per hour (United States Remote)
Location
- Fully remote; contractor works from their own location
- Must be authorized to work in the United States as an independent contractor
Before You Apply
Please ensure you meet the following firm requirements:
- Direct experience preparing partnership tax returns, including Form 1065 and K-1 packages
- Immediate availability to begin delivering work product
- Ability to commit to approximately 600+ hours of work through September 15
- Authorization to work in the United States as an independent contractor