Remote UltraTax CS Specialist — Tax Workflow Expert

YO AI Labs; New York (NY); Remote; USD 55,000 - 96,000; Part time

Job summary

YO AI Labs is seeking an experienced UltraTax CS Specialist to support a remote project focused on completing and documenting real-world tax workflows within UltraTax CS. You will apply hands-on tax preparation knowledge to finalize tasks and contribute high-quality data for AI development.

The role involves preparing and reviewing federal and state returns, entering and verifying taxpayer information, and clearly explaining steps used to complete workflows.

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.

Responsibilities

• Complete tax workflows in UltraTax CS and document results.
• Prepare and review federal and state returns from provided scenarios.
• Enter and review taxpayer data including income, deductions, credits.
• Review tax calculations for missing or incorrect data.
• Work with individual, business, corporate, and partnership returns.
• Explain steps used to complete workflows.
• Review completed work for accuracy and compliance.
• Create realistic examples based on professional tax workflows.
• Document processes and provide written feedback per guidelines.

Skills

UltraTax CS experience

Tax preparation experience

US tax forms knowledge

Attention to detail

Tools

UltraTax CS

Job description

YO AI Labs is seeking an experienced UltraTax CS Specialist to support a remote project focused on completing and documenting real-world tax workflows within UltraTax CS. You will apply hands-on tax preparation knowledge to finalize tasks and contribute high-quality data for AI development.

The role involves preparing and reviewing federal and state returns, entering and verifying taxpayer information, and clearly explaining steps used to complete workflows.