Complex Tax Return Preparer

About Ritterband Tax & Accounting Solutions

Ritterband Tax & Accounting Solutions, LLC is a multi-office CPA firm headquartered in Georgia, providing tax, audit, bookkeeping, and advisory services to individuals, businesses, nonprofits, and trusts across the United States. Our client base includes high-net-worth individuals, closely held businesses, estates and trusts, multi-entity structures, and nonprofit organisations.

Role Overview

We are looking for an experienced Tax Preparer to join our team on a remote basis, with a strong focus on complex return preparation across multiple entity types. This is a technical role for someone who is confident preparing a wide variety of returns — from complex individual 1040s with multiple schedules to business returns, partnerships, trusts, and nonprofit filings.

You will work as part of a collaborative tax team, preparing returns that are then reviewed by a senior reviewer. You are expected to take ownership of the returns you prepare — reviewing the prior year return, checking your own work against the Tax Summary, and submitting work that is accurate, complete, and well-organised.

This role is for: A preparer who takes pride in the quality of their work and is comfortable working independently on complex returns with minimal hand-holding.

Return Types You Will Prepare

Return Type

What It Covers

Form 1040

Complex individual returns including Schedule C, D, E, K-1 income, rental properties, foreign assets, AMT, NIIT, and multi-state

Form 1041

Estates and trusts including DNI calculations and fiduciary accounting income

Form 1065

Partnerships including income allocation, capital accounts, and Schedule K-1 preparation

Form 1120

C-Corporation returns including deductions, carryforwards, and multi-state filings

Form 1120-S

S-Corporation returns including shareholder basis tracking, AAA, and Schedule K-1 preparation

Form 990 / 990-EZ / 990-PF

Nonprofit and private foundation returns including applicable schedules

Multi-state returns

State and local tax filings across multiple jurisdictions where required

What You Will Do

• Prepare complex tax returns across the return types listed above

• Review prior year returns and carry forward relevant information accurately into the current year return

• Enter prior year comparison data (Tax Summary) and review it for accuracy before submitting for review

• Identify and flag missing information, unusual items, or potential issues and communicate clearly with the admin or client services team

• Check your own work before submitting — including estimates, penalties, carryovers, and consistency across schedules

• Respond promptly and thoroughly to reviewer notes, making all requested corrections before re-submitting

• Maintain accurate Karbon work item statuses throughout the preparation process

• Meet internal turnaround deadlines and flag any at-risk returns early

• Stay current with tax law changes affecting the return types you prepare

Requirements

• Minimum 5–10 years of experience preparing complex tax returns in a public accounting environment

• CPA or EA

• Demonstrated experience preparing the majority of the following: 1040 (complex), 1041, 1065, 1120, 1120-S, and 990 returns

• Strong working knowledge of federal and multi-state tax law across individual, business, estate, and nonprofit return types

• Proficient in Lacerte or equivalent professional tax software — Lacerte experience strongly preferred

• Comfortable working independently in a remote environment and managing your own workload

• Detail-oriented with strong self-review habits — you check your own work before submitting it

• Able to communicate clearly and proactively when information is missing or an issue arises

• Responsive and reliable — meets deadlines and keeps Karbon updated accurately

Nice to Have

• Experience with high-net-worth individual clients, family offices, or multi-entity groups

• Background in partnership tax, S-corporation basis tracking, or trust accounting income

• Familiarity with Karbon, ShareFile, SafeSend, or similar practice management and client portal tools

• Experience preparing returns converted from another software into Lacerte

Who Will Thrive in This Role

You are an experienced tax preparer who is comfortable with complexity and takes genuine ownership of the returns you work on. You do not just enter numbers — you read the prior year return, look at the Tax Summary, understand what changed and why, and ask questions when something does not add up. You are reliable, communicative, and organised. You meet your deadlines, keep your Karbon statuses current, and submit work that is ready to be reviewed — not work that needs to be rebuilt.

Compensation & Benefits

• Remote / flexible working arrangement

• Professional development support including CPE and licence fees

• Collaborative, high-performing team environment

• Opportunity to work across a genuinely broad and varied client portfolio

Work Location: Remote