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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

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