Tax Preparer

Overview

Remote contract opportunity for a Tax Preparer serving individuals and small businesses. This role involves reviewing client financial information, gathering required documentation, and preparing federal, state, and local tax returns. Work is completed independently using remote tools and secure digital platforms to collect information, prepare returns, and deliver results.

Responsibilities

• Review client financial information and supporting documents
• Gather and organize necessary tax documentation for individuals and small businesses
• Prepare federal, state, and local tax returns
• Analyze income and expense records to support accurate reporting
• Identify eligible deductions and credits
• Ensure tax filings comply with current tax laws and regulations
• Communicate with clients to clarify tax-related questions and document needs
• Advise on tax implications and support appropriate tax planning discussions
• Maintain secure and organized client records
• Stay updated on tax law changes
• Assist clients with tax planning strategies, as needed

Requirements

• Strong skills in tax preparation, including accurate preparation and review of individual and small business tax returns
• Knowledge of tax law, including current regulations and compliance requirements relevant to federal and state filings
• Ability to interpret and work with financial statements (including income statements and balance sheets) to support tax reporting
• Foundational understanding of finance to assess tax implications and support basic tax planning recommendations
• Experience using tax preparation software and secure digital tools for document management and e-filing
• Strong attention to detail, analytical thinking, and problem-solving abilities
• Clear written and verbal communication skills
• Ability to work independently in a remote setting
• Commitment to confidentiality, professional ethics, and client service

Preferred Qualifications

• Relevant certification such as Enrolled Agent (EA), CPA, or completion of recognized tax preparation courses