Overview
This seasonal remote position involves preparing individual or fiduciary tax returns (Form 1040 and/or 1041, including related schedules) in a fully paperless environment. The role is suited for candidates with foundational tax knowledge seeking to deepen their experience in a fast-paced, quality-driven setting. It is a non-client-facing role focused on 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 adaptation 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
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, experience, qualifications, certifications, work arrangements, and geographic location
- Comprehensive compensation and benefits package available to eligible employees
Location
- Remote
- Seasonal position from January 2027 through April 2027