virtual vocationsNew York, NY
Seasonal Tax Preparer - EA/CPA
Seasonal Tax Preparer - EA/CPA
Seasonal Tax Preparer - EA/CPA
virtual vocationsNew York, NY
Apply for this role (opens in a new tab)3 days ago
To support small business clients during the tax season, an actively credentialed Seasonal Tax Preparer - EA/CPA will work remotely on a full-time basis, preparing and filing federal and state tax returns while managing client communications and ensuring compliance with tax regulations.
Key responsibilities:
Prepare and e-file federal and state individual and business tax returns, managing the entire process from intake to finalization
Communicate directly with clients regarding their tax needs, including consultations and document requests
Research tax-related questions and manage administrative tasks while meeting performance and quality expectationsRequired qualificationsActive, unrestricted U.S.-based Enrolled Agent (EA) or Certified Public Accountant (CPA) license with an active 2027 PTIN
At least 3 years of professional experience preparing small business tax returns, including pass-through entity returns
Proficiency in CCH Axcess and working knowledge of Google Sheets and Excel
Ability to read and reconcile customer-provided financial statements into accurate tax returns
Experience with Salesforce or similar CRM systems is preferred
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Tax Preparers
Industry
Tax Preparation Services
Posted
3 days ago