Retirement Tax Specialist (EA) — Flexible 1099 Schedule

American Tax & CPA Services

Florida

On-site

USD 28,000 - 41,000

Full time

9 days ago

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Job summary

American Tax & CPA Services in Central Florida seeks an experienced Tax Preparer with a strong background in retirement income taxation, investment reporting, and accurate tax liability determination. You will work with our premier client roster to collect financial data, calculate liabilities, and optimize deductions.

We offer a flexible 1099 schedule with a $25/hour rate or a $25 per-return model during peak periods, focusing on 1099-R and 1099-INT processing for local clients in The Villages

Qualifications

10+ years of hands-on, professional tax preparation experience.
Active Enrolled Agent credential required; Series 65 license preferred.
Deep knowledge of retirement taxation, investment reporting, and tax liability optimization.
Strong federal and state tax compliance with high accuracy.
Ability to explain complex tax data to local clients.

Responsibilities

Prepare federal, state, and local tax returns (1040, Schedule Cs, retirement accounts).
Process Form 1099-R and 1099-INT statements to maximize client savings.
Precisely calculate tax liabilities, deductions, credits, and estimated payments.
Engage with clients to clarify financial records and explain tax-saving opportunities.
Ensure accurate eFile or mail preparation within deadlines.

Skills

Tax expertise

Client communication

Education

Enrolled Agent (EA)

Series 65 license

Job description

We offer a flexible 1099 schedule with a $25/hour rate or a $25 per-return model during peak periods, focusing on 1099-R and 1099-INT processing for local clients in The Villages

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