Seasonal Tax Preparer (Remote)

Overview

This role involves preparing individual and business tax returns for clients, including returns prepared for a trust or estate. The Seasonal Tax Preparer supports clients in complying with federal, state, and local tax laws while aiming to minimize tax liabilities and maximize potential tax savings.

Responsibilities

• Prepare and file 1040 forms for individual income tax returns
• Prepare tax returns for individuals, businesses, and on behalf of trusts or estates
• File tax returns electronically or by mail
• Maintain accurate records of tax returns and related documentation
• Ensure tax return compliance with applicable 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 to the taxpayer’s situation
• Perform detailed reviews on tax returns and conduct research related to compliance and calculations
• Maintain technical tax skills through continuing professional education, on-the-job training, and 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 source 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

Preferred Qualifications

• Associate’s degree preferred

Compensation & Benefits

Compensation is competitive and based on factors such as geography, experience, education, skills, and knowledge.

Compensation range:

• California: $28.20 - $45.50
• Colorado: $26.00 - $41.00
• Washington: $26.00 - $42.50

Benefits include comprehensive options such as health, dental, vision, and 401(k), among others.

Location

• California
• Colorado
• Washington

Equal Opportunity

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities