Full Time
$16/hour
40
Oct 10, 2026
US Tax Return Preparer for Entity and/or Individual Tax Returns & Client Delivery Specialist.
Our ideal client will be able to:
- Manage the intake process by gathering and organizing client source documents, identify missing items, and follow up with clients.
- Prepare Federal, State, and local income tax returns for Individuals and entities/corporations.
- Route completed returns for review and clear all review notes and diagnostics.
- Deliver final returns through the client deliver system and collect e-signatures.
- Transmit e-files, monitor acknowledgments and resolve rejections.
- Manage extension and filing deadlines.
- Research tax issues and document position in the workpapers.
- Keep Status current in our practice management software program.
Requirements:
- Licensed CPA or EA credentials
- Accounting Degree
- Experience using tax software and electronic delivery system