Seasonal Tax Specialist

This is a fully remote position, open to applicants in Alabama, +17 more states.

📋 Description

• Prepare individual (1040) and business tax returns (1120, 1120-S, 1065), along with the associated schedules and financial statements across various states and industries.

• Organize, research, and synthesize complex financial information from client data.

• Communicate with clients to collect necessary information for compliance and filing purposes.

• Collaborate within a pod structure, reporting to the Senior Tax Specialist.

• Work closely with the pod’s Business Advisor to ensure the timely and accurate submission of returns.

• Conduct in-depth self-reviews of intricate federal, state, and local returns utilizing AI-assisted diagnostics.

• Reconcile returns with client source documents, financial statements, general ledgers, K-1s, and W-2s.

• Ensure that filings comply with current IRS regulations, state laws, and applicable international tax treaties.

• Prepare Book-to-Tax workpapers, notes, and relevant supporting documentation.

• Identify opportunities for tax savings, credits, and deductions.

⛳️ Requirements

• Active PTIN is required.

• Enrolled Agent license or CPA is strongly preferred.

• A minimum of 4–6 years of experience in preparing and reviewing individual and entity-level tax returns.

• Proficient in cloud-based tax software; Lacerte is preferred.

• Strong skills in Excel.

• Comfortable using Teams, Slack, and Zoom.

• Broad knowledge of industry-specific tax treatment.

• Ability to work independently and meet tight deadlines with minimal supervision.

• Access to reliable high-speed internet.

• Dedicated private home office space.

• Experience in coordinating services across multiple departments or specialties.

• Excellent time management and multitasking abilities.

• Understanding of SaaS products, accounting, tax, payroll, or related services is a plus.

• Previous experience in fast-paced SMB environments is strongly preferred.

• Experience with Salesforce or equivalent CRM is preferred.

• Prior remote work experience is required.

• Must reside in and be authorized to work in the United States.

• Must live in one of the following states: Alabama, Arizona, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Iowa, Maryland, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Utah, or Washington.

• No visa sponsorship will be provided.

🏝️ Benefits

• Basic Life Insurance.

• Long-Term Disability.

• Optional medical, dental, vision, and disability insurance through United Healthcare.

• Short-Term Disability.

• Critical Illness Insurance.

• Accident Insurance.

• Flexible/Dependent Care Spending.

• Health Savings Accounts.

• Pet Insurance.

• Work/life balance.

• Opportunities for internal growth.

• Flexible fully remote work environment.

• Competitive compensation.

• Access to cutting-edge technology.