About the Role
We’re restructuring our tax team from siloed, CPA-heavy workflows to a more scalable, pod-based model. We’re hiring two experienced Tax Clerks—one focused on individual tax and the other on business tax. This is a great opportunity for someone with 3–5 years of hands-on U.S. tax preparation experience who thrives in a fast-paced, detail-oriented environment. You’ll be supporting licensed CPAs by handling tax prep, reconciliations, and documentation—freeing them to focus on review and strategy
Key Responsibilities
Individual Tax Clerk:
• Prepare individual tax returns (Form 1040 and supporting schedules)
• Reconcile W-2s, 1099s, K-1s, and investment summaries
• Summarize brokerage and capital gains activity
• Organize digital workpapers with clear references
• Assist with e-filing, extensions, and client documentation
Business Tax Clerk:
• Prepare partnership and corporate tax returns (Forms 1065, 1120, 1120S)
• Generate and reconcile partner/shareholder K-1s
• Tie out accounting file balances to tax return inputs
• Prepare fixed asset schedules and depreciation entries
• Assemble complete workpaper packages for CPA review
Requirements
• 3–5 years of U.S. tax preparation experience (individual or business)
• Solid understanding of U.S. tax forms and workflows
• Detail-oriented with strong self-review habits
• Ability to work independently and meet remote deadlines
• Familiarity with CPA firm tax support roles and processes
Job Type: Full time
Schedule: Monday to Friday 8:00am 5:00pm EST
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.