Temporary Tax Preparer - BT Prep

Overview

This role involves joining a seasonal tax preparation team to prepare individual or fiduciary tax returns (Form 1040 and/or 1041, including related schedules) in a fully paperless, remote environment. It is suited for candidates with foundational tax knowledge seeking to deepen their experience in a fast-paced, quality-focused 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
• 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 document questions internally
• Maintain organized electronic files and documentation
• Meet productivity, accuracy, and turnaround expectations during peak filing periods

Qualifications

• Prior participation in a similar seasonal tax preparation program is required
• Associate’s or Bachelor’s degree preferred
• Ability to obtain an IRS-issued PTIN prior to 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 ranges from $18.00 to $41.00 per hour, depending on skills, experience, qualifications, certifications, work arrangements, and geographic location
• Comprehensive compensation and benefits package available to eligible employees

Location

• Fully remote position
• Work hours aligned with local time zone

Employment Details

• Seasonal position from January 2027 through April 2027
• Non-client-facing role focused on tax return preparation
• Requires adherence to confidentiality and firm standards