We're a small, advisory-focused firm that prepares a very limited number of tax returns. We are not a high-volume tax office. We are looking for an experienced tax preparer to support:
Standard filing season
Extension filings
Occasional off-season returns or amendments
This is an ongoing, low-volume role.
Responsibilities:
Prepare small business tax returns using ProConnect
Review completed organizers and identify missing information
Clearly document questions for follow-up
Send client-facing written return summaries
Prepare returns for e-signature
E-file returns and confirm acceptance
Client Communication (Important):
Communication is primarily written (email)
All emails are sent from the firm’s email
Client meetings are not routine and occur only as needed
Requirements:
3+ years of tax preparation experience
Experience with ProConnect or similar professional software
Strong written communication skills
Comfortable following defined SOPs and templates
Availability during tax season, extension deadlines, and occasional off-season needs
Nice to Have:
Experience with professional services clients
Familiarity with working alongside admin and QC reviewers
Prior remote firm experience
Compensation
Per-return or hourly (to be discussed)
To Apply Please include:
Your tax preparation background
Software you’ve used
Confirmation you’re comfortable with a low-volume, process-driven role with written client communication
Apply Now
Apply Now