~2mo ago

Tax Admin & Preparer -63327493984

Remotemid

Finance & AccountingTax

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Quick Summary

Key Responsibilities

Accurately prepare a variety of US tax returns, including: 1040s (Individual Income Tax) 1041s (Estates and Trusts) Business Tax Returns (Partnerships,

Requirements Summary

Proven background in US tax return preparation (prior experience handling high-volume workloads of 500+ returns is a strong plus). Recognized accounting credentials or equivalent experience (e.g.,

Technical Tools

Finance & AccountingTax

Tax Preparer (US Tax)

Location: Remote

Working Hours: US Eastern Standard Time (8:00 AM – 5:00 PM EST)

Employment Type: Full-time Independent Contractor

About the Role

We are a premier US financial advisory firm managing $1.5B in assets under management (AUM). We are seeking a detail-oriented Tax Preparer to join our growing tax division.

In this role, you will play a critical part in executing high-volume tax return preparation, allowing our domestic team to scale operations and expand financial advisory services. You will work fully integrated as a core member of our team using internal systems and standard company email domains.

Responsibilities

~1 min read

→Tax Preparation: Accurately prepare a variety of US tax returns, including:
- →1040s (Individual Income Tax)
- →1041s (Estates and Trusts)
- →Business Tax Returns (Partnerships, S-Corps/C-Corps)
→System Integration: Execute tax workflow tasks within company software systems and adhere strictly to internal standard operating procedures.
→Communication: Handle client correspondence via email (non-voice/email-only) professionally and efficiently when clarifications or documents are needed.
→Compliance & Security: Operate securely within a virtual browser environment, following strict data privacy protocols and logging daily activities/timesheets accurately.

Requirements

~1 min read

Experience:
- Proven background in US tax return preparation (prior experience handling high-volume workloads of 500+ returns is a strong plus).
- Recognized accounting credentials or equivalent experience (e.g., CPA/CA qualifications aligned with US tax standards).
Technical Skills:
- Strong familiarity with US tax structures (1040, 1041, and business returns).
- Proficiency with US tax software, secure virtual browser tools, and remote workplace tech.
Soft Skills:
- Schedule Alignment: Ability to reliably work full US Eastern Standard Time (8:00 AM – 5:00 PM EST).
- Communication: Excellent written English for clear, professional email communication.
- Security Mindset: High integrity and strict adherence to data security guidelines.