Seasonal Tax Preparer (Remote)

Overview

The organization is seeking an experienced Seasonal Tax Preparer to join the tax team. This role prepares tax returns for clients as individuals or businesses, and on behalf of a trust or estate. You’ll help clients comply with tax laws and regulations while minimizing tax liabilities and maximizing available tax savings.

Responsibilities

• Prepare 1040 forms for individual income tax returns
• File tax returns electronically or by mail
• Maintain accurate records of tax returns and related documents
• Ensure tax return compliance with federal, state, and local tax laws and regulations
• Calculate tax liabilities and refunds based on client-provided information
• Identify and apply available tax deductions, credits, or exemptions that may apply
• Perform detailed reviews on tax returns, and conduct research and compliance work with an emphasis on calculations, accounting theory, and tax law compliance
• Maintain technical tax skills through continuing professional education, on-the-job training, and participation in internal tax training sessions
• Perform tax research where appropriate
• Collect and organize tax-related documents (e.g., income statements, expense receipts, investment records)
• Enter data from documents into tax preparation software
• Communicate directly with clients to answer questions and provide tax-related guidance
• Record billable time in the billing system to support timely client billing/invoicing

Requirements

• 1 year of relevant experience in tax return preparation preferred
• High School Diploma or equivalent required
• Associate’s degree preferred

Compensation & Benefits

• Competitive wages; pay may vary based on geography, experience, education, skills, and knowledge within the posted ranges.
• Compensation range for this position in California: $28.20 - $45.50.
• Compensation range for this position in Colorado: $26.00 - $41.00.
• Compensation range for this position in Washington: $26.00 - $42.50.

Benefits may include health, dental, vision, 401(k), and other comprehensive options.

Location

• California
• Colorado
• Washington

Equal Opportunity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.