Schedule:

• 40 hours / week
• Monday to Friday from 9:00 am to 6:00 pm, Houston, TX

Primary Responsibilities:

• Prepare individual and small business tax returns (Forms 1040, Schedule C, basic K-1 exposure preferred)
• Organize and review client tax documents for completeness and accuracy
• Enter tax data into tax preparation software and flag missing or questionable items
• Assist with tax return amendments, extensions, and basic compliance filings
• Adhere to the Client’s established tax preparation standards and SOPs
• Communicate internally with CPAs and client associates regarding open items and questions
• Maintain confidentiality and adhere to IRS and firm compliance standards

Preferred Experience & Skills:

• 1–3 years of tax preparation experience (U.S. tax experience required)
• Familiarity with individual and small business tax concepts
• Experience with tax software (Drake, ProConnect, UltraTax, or similar preferred)
• Strong attention to detail and ability to follow written procedures
• Comfortable working with deadlines during tax season
• Ability to work independently in a remote environment

Nice to Have (Not Required):

• Experience with multi-state returns
• Exposure to bookkeeping or reviewing financial statements
• Prior experience working with a CPA firm

Independent Contractor Perks:

• Health Insurance Coverage for eligible locations
• Permanent work-from-home
• Immediate hiring