UltraTax CS Specialist - Remote

Overview

This contractor role involves supporting a customer project focused on completing and documenting real-world tax workflows within UltraTax CS. The work uses hands-on tax preparation expertise to complete realistic tasks and contribute high-quality data for AI development.

Responsibilities

• Complete realistic tax preparation and compliance workflows using UltraTax CS
• Prepare and review federal and state tax returns based on provided scenarios
• Enter and review taxpayer information, income, deductions, credits, and other tax data
• Review tax calculations and identify missing, incorrect, or inconsistent information
• Work with individual, business, corporate, and partnership tax scenarios
• Explain the steps used to complete workflows in UltraTax CS
• Review completed tax work for accuracy and compliance
• Create realistic examples based on professional tax preparation workflows
• Document processes and provide clear written feedback according to project guidelines

Preferred Qualifications

• Strong hands-on professional experience with UltraTax CS
• Background in tax preparation, tax accounting, or tax compliance
• Experience preparing or reviewing U.S. federal and state tax returns
• Familiarity with individual and business tax returns, including corporate and partnership returns
• Strong understanding of U.S. tax forms, terminology, and filing processes
• Ability to independently navigate UltraTax CS and complete common workflows
• Strong attention to detail and ability to identify tax or data-entry errors
• Ability to clearly explain tax preparation processes and decisions

Location

Remote