CPA, EA Tax Preparer

This is a fully remote position, open to applicants in New York.

📋 Description

• Evaluate personal and corporate tax returns utilizing client-provided documents and work papers prepared by staff.

• Gain a comprehensive understanding of each client’s tax circumstances.

• Draft and send emails regarding tax outcomes and outstanding items to clients.

• Examine data submitted by clients and prepared by staff to optimize client results.

• Stay updated on tax laws and regulatory changes.

• Deliver exceptional service to clients.

• Uphold the organization's rigorous standards.

⛳️ Requirements

• CPA or EA with a minimum of 7 years of experience in reviewing and approving individual and business tax returns.

• PTIN is mandatory.

• Must be a licensed Enrolled Agent or CPA based in the United States.

• CPA License or Enrolled Agent certification is required.

• Work authorization is essential.

• 5–7 years of pertinent experience in tax preparation.

• Familiarity with tax laws and regulations is necessary.

• Proficient in technology.

• Experience with Drake Tax, Google Sheets, and Google Drive/Dropbox for document sharing is preferred.

• Must have a personal laptop or desktop computer and high-speed internet connection.

• Excellent communication skills are required.

• Ability to work both collaboratively in a team and independently in a remote setting.

• A passion for collaborating with freelancers and small businesses is preferred.

• A Bachelor’s degree is required.

• Proficiency in English is necessary.

• A driver's license is preferred.

🏝️ Benefits

• Flexible work schedule.

• Option to work from home.

• Opportunities for bonuses.

• Approximately 15 hours of work per week during tax season, with the possibility of extending beyond the season.

• Ongoing tax-season work if the partnership is mutually beneficial.

• Utilization of personal laptop or desktop and high-speed internet for remote work.