Tax Return Preparer

Overview

This role involves preparing high-volume US personal and business tax returns with a strong focus on accuracy, deadline management, and independent execution.

The position is full-time (40+ hours per week, up to 60 during tax season/as needed) and requires working US Central Time hours Monday–Friday (9:00 AM – 6:00 PM), with extended hours and/or weekends during tax season as needed.

Responsibilities

Tax Return Preparation

• Prepare accurate US individual and business tax returns
• Primarily prepare 1040, 1120S, and 1120 returns, with additional return types as needed
• Review financial statements, tax documents, prior-year returns, and supporting documentation
• Accurately enter and reconcile tax information
• Prepare required schedules, forms, and supporting documentation
• Identify missing, inconsistent, or questionable information before submissions for review
• Research tax questions and apply current federal and state tax rules
• Review completed returns for accuracy and completeness before submission
• Meet established production and turnaround deadlines

Business Tax Returns

• Prepare returns for business owners, including S-Corporations and C-Corporations
• Understand how business income, deductions, distributions, and other activity impact the owner’s individual return
• Review business financial information and supporting documentation
• Identify potential tax issues or inconsistencies to escalate to the appropriate team member

Client & Team Communication

• Request missing tax documents and information from clients
• Communicate professionally with clients regarding tax return preparation
• Respond promptly to questions and follow-up requests
• Clearly communicate issues or missing information to the tax team
• Collaborate with reviewers, tax planners, and other team members
• Maintain professional, organized communication throughout the preparation process

Organization & Workflow

• Maintain organized client files and supporting documentation
• Follow tax preparation processes and workflows
• Accurately track work and update return status
• Manage multiple returns simultaneously while maintaining attention to detail
• Take ownership of assigned returns from preparation through completion
• Follow firm deadlines and escalation procedures

Requirements

• 5+ years of professional US tax preparation experience
• Experience preparing 50+ US tax returns within the last 6 months
• Experience preparing business tax returns, particularly 1120S and/or 1120
• Strong knowledge of US federal tax preparation
• Strong attention to detail and accuracy
• Ability to work independently
• Ability to meet strict deadlines and production expectations
• Professional written and verbal communication
• Ability to work a minimum of 40 hours per week
• Availability for extended hours and weekends during tax season

Preferred Qualifications

• Experience working for a US CPA firm or tax preparation firm
• Experience working remotely for a US-based company
• Experience with CCH or Canopy Tax
• Experience preparing 1065 partnership returns
• Bachelor’s degree or relevant accounting/tax education
• Enrolled Agent (EA), CPA, or other relevant tax credential (strong preference)

Compensation & Benefits

• $12/hr (USD)

Location

• Remote (India or Pakistan)

Schedule

• Full-Time: 40+ hours per week (up to 60 during tax season/as needed)
• Required working hours: 9:00 AM – 6:00 PM US Central Time, Monday–Friday (extended during tax season/as needed)