Full Time
Negotiable - tell us your rate
50
May 8, 2026
We are a US-based consulting and distribution company looking for an experienced tax preparation specialist to help us get caught up on 7 years of unfiled federal and state tax returns.
This is a project-based role with strong potential to become ongoing. You will be responsible for the preparation and groundwork - gathering records, organizing financials, compiling data, and preparing returns for review. A senior CPA/EA will review and file.
SCOPE OF WORK:
- 7 tax years (
- 3 single-member LLCs (all disregarded entities flowing to one personal return)
- State filings for Oregon and North Carolina
- Contact US banks and financial institutions to obtain missing records/statements
- Compile income, expenses, and deductions from bank statements, invoices, and receipts
- Categorize and reconcile transactions across multiple accounts
- Prepare draft returns in tax software (TurboTax, Drake, UltraTax, or similar)
- Coordinate entity dissolution filings for inactive LLCs
- Research IRS requirements for late/amended filings and any applicable penalties
YOU ARE IDEAL IF YOU:
- Have direct experience preparing US federal + state tax returns (1040, Schedule C, Schedule E)
- Understand single-member LLC / disregarded entity treatment
- Have experience with multi-year back-filings
- Are comfortable contacting US banks and institutions via phone/email to retrieve records
- Can work independently with minimal supervision
- Have experience with US tax preparation software
- CPA, EA, or accounting degree is a strong plus
NICE TO HAVE:
- Experience with cannabis/hemp or agricultural businesses
- Familiarity with multi-state filing requirements (OR and NC)
- Experience with IRS penalty abatement or compliance resolution
WORK DETAILS:
- Full-time, up to 50 hours/week - this is an URGENT project that needs to be completed ASAP
- Remote / work from home
- Flexible hours, but must be available to make US business-hours calls to banks/institutions
- Long-term relationship preferred - we have ongoing bookkeeping and tax needs beyond this project
Please include in your application:
1. Your experience with US tax preparation (years + types of returns)
2. Software you have used
3. Whether you have done multi-year back-filings before
4. Your availability (hours per week)
5. Your desired rate