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. The position is suited for candidates with foundational tax knowledge seeking to deepen their experience in a fast-paced, quality-focused setting. It is a non-client-facing role emphasizing 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 document questions internally as needed
- Maintain organized electronic files and documentation
- Meet productivity, accuracy, and turnaround expectations during peak filing periods
Requirements
- Prior participation in a seasonal tax preparation program with the organization
- 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
- Fully remote position
- Work hours aligned with local time zone between 8:00 AM and 5:00 PM, Monday through Friday
Employment Policy
The employer is an equal opportunity/affirmative action organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis in accordance with applicable federal, state, or local law.