Virtual Seasonal Tax Preparer

Overview

This role is a Seasonal Tax Preparer position supporting the organization during the Spring 2027 tax filing season. Work will run from late January through April 15 and is focused on drafting approximately 80 individual income tax returns, ensuring accuracy and compliance with federal and state tax laws.

The position is part-time and temporary, with flexible availability during Eastern time banking hours. Expected workload is between 10 and 15 hours per week for approximately 11 weeks, with the majority of work concentrated in March.

Responsibilities

• Draft approximately 80 individual federal and state income tax returns (Form 1040 and related schedules) in ProConnect tax.
• Use internal templates and 1099-Consolidated forms to calculate investment income that is exempt from state taxes, and accurately input this adjustment into ProConnect.
• Review client-provided financial information to identify eligible deductions, credits, and tax planning opportunities; enter details into ProConnect or escalate to the Tax Manager for further analysis.
• Maintain strict confidentiality of client financial and personal information.
• Collaborate with other staff to manage workflow and meet tax season deadlines.

Requirements

Required

• 1+ seasons working in tax preparation, including either paid or volunteer positions.
• Strong knowledge of federal individual income tax laws.
• Experience using professional tax preparation software (ProConnect preferred).
• Excellent analytical, organizational, and time management skills.
• Excellent team communication skills.
• Proficiency with Microsoft Excel and secure electronic document management systems.
• Secure, private internet connection.

Preferred

• Enrolled Agent (EA), CPA, or other tax-related education.
• Specific knowledge of income tax laws in any of the following states: Massachusetts, Maine, Vermont, New York, Pennsylvania, and/or California.

Compensation & Benefits

• Pay: $30–$35 per hour, depending on experience.

Location

Portsmouth, New Hampshire (seasonal, temporary role supporting the Spring 2027 tax filing season).