Role Name: Tax Preparation Specialist
Schedule: Part-time (20 hours per week) flexible during business hours
Client Timezone: Eastern Time (Florida)
Client Overview: A thriving family-owned tax preparation business that has experienced significant growth serving both individual and business clients. They’re expanding their team for the first time due to increased demand and are looking for a skilled professional to help manage their seasonal workload while maintaining their commitment to quality service and client relationships.
Job Description: You’ll join a growing tax preparation practice where your expertise directly impacts client satisfaction and business success. This role offers the opportunity to work with a dedicated team that values quality and precision, while providing the flexibility of remote work and the potential for increased hours during peak season. You’ll handle the full spectrum of tax preparation work, from individual returns to complex business filings, using industry-standard software in a supportive environment.
Responsibilities
- Prepare accurate personal and business tax returns for a diverse client base
- Review and organize client tax documents including W-2 forms, deductions, and supporting materials
- Ensure completeness and accuracy of all documentation before processing returns
- Utilize Drake software for efficient tax preparation and filing
- Maintain detailed records and follow established quality control procedures
- Participate in regular check-ins with management to review progress and address questions
- Handle increased workload during peak tax season with professionalism and efficiency
- Provide support for various tax-related inquiries and client needs
Requirements
- 2-5 years of hands-on experience with US tax preparation
- Strong knowledge of US tax forms, regulations, and filing requirements
- Experience with tax preparation software (Drake software experience strongly preferred)
- Ability to work independently in a remote environment with minimal supervision
- Exceptional attention to detail and commitment to accuracy
- Availability to work during US Eastern business hours
- Bonus if you have experience with both individual and business tax returns
- It helps if you’re comfortable with seasonal workload variations and can handle increased hours during tax season
Why Join This Team?:
- Flexible remote work arrangement with company-provided software access
- Opportunity to scale from part-time to full-time based on performance and business needs
- Work directly with business owners who value quality and professional growth
- Seasonal variety keeps the work engaging with clear busy and preparation periods
- Competitive compensation with transparent, all-inclusive pricing structure
- Join a family business that’s experiencing genuine growth and expansion
Independent Contractor Perks
- Permanent work from home
- Immediate hiring