Tax Preparer

Part-time, flexible hours year-round, increased during tax season (Jan–Apr) up to 40 hours/week during peak time but no overtime required.

Solo CPA practice seeks an experienced tax and accounting professional for a behind-the-scenes hybrid role — part accountant, part tax preparer, part practice support. You'll bridge the gap for business clients between bookkeeping and final tax return review while keeping workflows organized and on deadline.

You will:

• Support month-end and year-end close: review data entry and reconciliations, create journal entries to produce tax-prep ready financial statements

• Prepare 1120S, 1065, some 1120 returns using Drake tax software for CPA review

• Prepare shareholder returns (1040), prepare/review Schedule C & E individual returns, assist team by reviewing other 1040 returns during busy season

• Train clients and staff on accounting procedures and software as needed

• Prepare sales tax, payroll, 1099, and insurance audit filings

• Calculate tax estimates; analyze financials and assist in preparing discussion points for client meetings

• Manage client workflows in TaxDome, including building document checklists and organizers; help other staff manage workflow

• Maintain firm-level SOPs in Notion

You have:

• 3-5 years business entity tax prep experience

• Individual tax prep experience

• Sales tax, payroll, 1099, and insurance audit experience

• Strong organizational skills and attention to deadlines

• Comfortable working independently on assigned work; not a client-facing role

• Tech-forward — comfortable with various bookkeeping softwares, current on new technology, including AI tools, and help identify opportunities to improve firm processes

• Drake and TaxDome experience strongly preferred

• New York State tax experience preferred

• CPA, EA, or working toward credential preferred but open to strong non-credentialed candidates with relevant experience

Potential for long-term growth up to full time.

This role involves regular access to sensitive client financial and tax information. Candidates must be able to maintain strict confidentiality and follow the firm's data handling practices; an NDA will be required as part of onboarding.

Pay: From $40.00 per hour

Expected hours: 8.0 – 32.0 per week

Benefits:

• Flexible schedule

Application Question(s):

• How many years of business income tax preparation (1065, 1120S) do you have?

Work Location: Remote