Virtual Seasonal Tax Preparer

Simply Paraplanner; United States; On-site; USD 41,000 - 48,000; Part time

Job summary

Saltbox Financial in Portsmouth, NH seeks a detail-oriented Seasonal Tax Preparer to support the Spring 2027 tax filing season. The role drafts about 80 federal and state returns using ProConnect, with 10–15 hours weekly and flexible schedule during Eastern hours.

Temporary, non-exempt position from late January through April 15th; pay $30–$35 per hour, depending on experience. Strong knowledge of tax laws and accurate client communication are essential.

Qualifications

• 1+ seasons working in tax preparation, including paid or volunteer positions.
• Strong knowledge of federal individual tax laws.
• Experience using professional tax preparation software (ProConnect preferred).
• Excellent analytical, organizational, and time management skills.
• Excellent team communication skills.
• Proficiency with Microsoft Excel and secure electronic document management systems.
• Secure, private internet connection.
• Enrolled Agent (EA), CPA, or other tax-related education.
• Specific knowledge of income tax laws in Massachusetts, Maine, Vermont, New York, Pennsylvania, and/or California.

Responsibilities

• Draft approximately 80 individual federal and state income tax returns (Form 1040 and related schedules) in ProConnect tax.
• Use internal templates and 1099-Consolidated forms to calculate investment income that is exempt from state taxes. Accurately input this adjustment into ProConnect.
• Analyze financial information provided by the clients to identify eligible deductions, credits, and tax planning opportunities. Enter these details into ProConnect, or raise them to the Tax Manager for further analysis.
• Maintain strict confidentiality of client financial and personal information.
• Collaborate with other staff members to manage workflow and meet tax season deadlines.

Skills

Tax knowledge

Analytical thinking

Timely communication

Team collaboration

Attention to detail

Education

EA or CPA certification

Tax-related education

Tools

ProConnect

Microsoft Excel

Electronic document management systems

Job description

Saltbox Financial is a boutique, women-owned, fee-only fiduciary financial planning firm in Portsmouth, New Hampshire. We offer creative, values-based planning to clients of all backgrounds, and we advise on impact investing across the spectrum, from ESG funds to community development investments.

We're an LGBTQ+ friendly firm and a safe haven for people historically underrepresented in financial services, as clients and as colleagues. We run on cooperative principles and continuous improvement, so everyone on our small team has a voice in how we work.

About this Role

We are seeking a detail-oriented Seasonal Tax Preparer to support our firm during the Spring 2027 tax filing season. This temporary position will run from late January through April 15th and will focus on drafting approximately 80 individual income tax returns while ensuring accuracy, compliance with federal and state tax laws, and exceptional internal communication.

This position will require between 10 and 15 hours of work per week, for ~11 weeks. The majority of the workload is concentrated in the month of March.

• Position Title: Seasonal Tax Preparer
• Employment Type: Part-Time, Temporary, Hourly W-2
• Hours: 10 - 15 hours per week. Flexible hours, with availability during Eastern time banking hours.
• Pay: $30 - $35, depending on experience.
• Term: Late January through April 15th

Responsibilities

• Draft approximately 80 individual federal and state income tax returns (Form 1040 and related schedules) in ProConnect tax.
• Use internal templates and 1099-Consolidated forms to calculate investment income that is exempt from state taxes. Accurately input this adjustment into ProConnect.
• Analyze financial information provided by the clients to identify eligible deductions, credits, and tax planning opportunities. Enter these details into ProConnect, or raise them to the Tax Manager for further analysis.
• Maintain strict confidentiality of client financial and personal information.
• Collaborate with other staff members to manage workflow and meet tax season deadlines.

Qualifications

Required

• 1+ seasons working in tax preparation, including either paid or volunteer positions.
• Strong knowledge of federal individual tax laws.
• Experience using professional tax preparation software (ProConnect preferred).
• Excellent analytical, organizational, and time management skills.
• Excellent team communication skills.
• Proficiency with Microsoft Excel and secure electronic document management systems.
• Secure, private internet connection.
• Enrolled Agent (EA), CPA, or other tax-related education.
• Specific knowledge of income tax laws in any of the following states: Massachusetts, Maine, Vermont, New York, Pennsylvania, and/or California.

Saltbox Financial is an equal opportunity, welcoming employer. We especially encourage applications from people who are not well represented in financial services, including people of color, LGBTQ and queer people, women, trans and non-binary people, and people with disabilities.

We are committed to fair employment opportunities for all team members and prospective employees, regardless of race, ethnicity, religion, gender, sexual orientation, gender presentation, country of origin, age, genetic background, disability, or military service history. We believe a diverse range of viewpoints, life experiences, and skills makes our firm stronger.