Temporary Tax Preparer - BT Prep

Overview

This role is a seasonal remote position from January 2027 to April 2027 focused on preparing individual or fiduciary tax returns (Form 1040 and/or 1041, including related schedules) in a fully paperless environment. It is suited for candidates with foundational tax knowledge seeking to deepen their experience in a fast-paced, quality-driven setting. The position is non-client-facing and emphasizes accuracy, consistency, and efficiency.

Responsibilities

• Prepare individual income tax returns (Form 1040 and/or 1041) accurately and efficiently in a high-volume environment
• Process client financial data using tax preparation software
• Apply firm policies, tax regulations, and standardized procedures to ensure high-quality returns
• Maintain strict confidentiality of client information according to firm standards
• Collaborate within a centralized, fully remote team while managing individual productivity goals
• Demonstrate continuous learning and adaptability throughout the tax season
• Identify missing, inconsistent, or incomplete information and internally note questions as needed
• Maintain organized electronic files and documentation
• Meet productivity, accuracy, and turnaround expectations during peak filing periods

Qualifications

• Prior participation in a previous preparer tax season with the organization is required
• Associate’s or Bachelor’s degree preferred
• Ability to obtain an IRS-issued Preparer Tax Identification Number (PTIN) before the start date
• Availability to work a minimum of 30 hours per week, Monday through Friday, 8:00 AM to 5:00 PM local time; schedule must cover at least 4 days per week with a minimum of 4 consecutive hours per day
• Commitment to work from early February through early April 2027
• Strong attention to detail and ability to follow structured processes
• Solid reading comprehension and ability to interpret tax documentation
• Critical thinking skills
• Basic understanding of tax and accounting terminology

Compensation & Benefits

• Pay rate range: $18.00 to $41.00 per hour
• Actual compensation depends on factors including skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location
• Comprehensive compensation and benefits package available to eligible employees

Location

• Remote position
• Work hours aligned with local time zone, Monday through Friday

This opportunity is open to qualified applicants without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity, sexual orientation, or any other legally protected basis in accordance with applicable laws.