Tax Preparer (Remote, Full-Time)

Job Overview

We are seeking a highly detail-oriented and experienced Tax Preparer to join our growing team. This role focuses on the accurate preparation and review of U.S. tax returns, with a strong emphasis on precision and quality.

The ideal candidate is meticulous, process-driven, and committed to producing error-free work. This is not just about completing tax returns—it’s about ensuring every return is prepared correctly the first time, with minimal to no rework.

• Prepare and review U.S. individual and business tax returns
• Ensure full compliance with federal, state, and local tax regulations
• Gather, organize, and validate financial documents from clients
• Communicate with clients to clarify tax-related information as needed
• Identify potential tax-saving opportunities and provide basic recommendations
• Adhere to internal quality standards to ensure zero-error submissions
• Stay current with U.S. tax laws and industry best practices

• Minimum of 2+ years of experience as a U.S. Tax Preparer
• Must have prepared at least 100 tax returns (individual and/or business)
• Valid PTIN (Preparer Tax Identification Number) required
• Strong knowledge of U.S. tax regulations and filing processes
• Experience with tax software:
• Preferably ProSeries, OR
• Experience with 2–3 major tax software platforms (e.g., Drake, Lacerte, UltraTax, etc.) with the ability to learn ProSeries within 1 month
• Exceptional attention to detail and organizational skills
• Strong written and verbal communication skills
• Ability to work independently in a fully remote environment

• CPA or EA certification
• Experience working in a high-volume or multi-client environment

• Remote (Work from Home)
• Full-Time Position
• Final interview will be conducted directly by the client

What We’re Looking For

We are specifically looking for someone who:

• Is a perfectionist when it comes to accuracy
• Takes full ownership of their work and quality standards
• Is committed to producing error-free tax returns
• Is coachable and willing to learn and follow established processes
• Thrives in a structured, quality-driven environment