Tax Preparer

Remote Jobs; United States; Remote; USD 80,000 - 110,000; Full time

Benefits offered by this job

Remote work

Medical and dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid vacation and sick days

Paid holidays

Continuing education

Job summary

Remote Jobs seeks a highly motivated Tax Preparer with strong business tax experience to handle complex returns for a diverse client base. The role focuses on partnerships, S-corps, C-corps, and complex individuals, with supervision by the Tax Manager.

The ideal candidate has 3–6 years of tax prep experience, a bachelor’s in a related field, and progress toward advanced credentials (e.g., CAP, EA). Remote work is available with a collaborative team environment.

Qualifications

• 3–6 years of tax preparation experience with increasing responsibility and complexity.
• Bachelor’s degree in Accounting, Finance, Taxation, or related field; Master’s in Taxation is a plus
• Advanced qualification (e.g. CAP, EA) in progress is required, completion is preferred
• Familiarity with tax software and client communication tools (G-Suite, CRM, UltraTax)

Responsibilities

• Prepare federal, state, and local tax returns for Partnerships (Form 1065), S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individuals (Form 1040).
• Review less complex returns prepared by offshore teams for accuracy and compliance
• Conduct detailed tax research on complex issues
• Prepare responses to notices from federal and state tax authorities and assist with audits
• Own client engagements from document collection to final filing, coordinating with internal teams
• Provide guidance and technical support to team members
• Maintain professional client relationships and clearly communicate tax implications
• Contribute to Knowledge Base with FAQs and Best Practices

Skills

Tax preparation

Client communication

Tax research

Project management

Attention to detail

Education

Bachelor's degree in Accounting/Finance/Taxation

Master’s degree in Taxation (preferred)

Tools

G-Suite

CRM platforms

UltraTax

Job description

We are seeking a highly motivated and technically proficient Tax Preparer with heavy business tax preparation experience to work on complex tax preparation for our clients. The ideal candidate will be a knowledgeable tax professional with experience preparing personal and business tax returns, conducting tax research, and communicating with clients. A key focus of this role will be to prepare complex business tax returns involving a variety of entity structures. The position will work with other members of the Tax Preparation department, under the direction and supervision of the Tax Manager.

Minimum Qualifications

• 3-6 years of experience in tax preparation, with increasing responsibility and complexity
• Bachelor’s degree in Accounting, Finance, Taxation, or a related field; Master’s degree in Taxation is a plus
• Advanced qualification (e.g. CAP, EA) in progress is required, completion is preferred
• Familiarity with efficiency, workflow, communication, and tax preparation software (G-Suite, CRM platforms, UltraTax, etc.)
• Knowledge of corporate and personal tax planning strategies
• Additional experience in accounting, finance advisory, and/or consulting services

Key Responsibilities

• Prepare and manage federal, state, and local tax returns for a diverse client portfolio, with primary emphasis on Partnerships (Form 1065) , S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individual (Form 1040) returns, various schedules, and workpapers
• Perform review of less complex business and individual returns prepared by offshore teams, ensuring technical accuracy, consistency, and compliance
• Conduct detailed tax research on complex technical issues
• Prepare responses to notices from federal and state taxing authorities and assist with tax audit support
• Own client engagements from document collection to final filing, managing deadlines and coordinating with internal teams for project support
• Provide guidance and technical support to other team members
• Maintain professional client relationships, gather necessary data efficiently, and clearly communicate tax implications and filing status
• Contribute to company Knowledge Base for client FAQS and company Best Practices

Skills, Knowledge and Expertise

• Ability to manage projects independently and take responsibility for complex outcomes
• Exceptional attention to detail in a high-volume, deadline-driven environment
• Proven ability to communicate complex tax issues both verbally to clients and in writing in research memos and review notes
• Demonstrated ability to improve and streamline existing workflow processes
• Skill in effectively managing communication and issue resolution with external teams (e.g. offshore partners)
• High ethical standard, conducts self with honesty and integrity

Benefits

• Remote work
• Medical, dental, vision, life, and voluntary life insurance
• 401(k) with company match
• Paid vacation and sick days
• Paid holidays
• Continuing education
• Teambuilding events