Only candidates who complete the assessment will be considered.
Role Overview
We are seeking a detail-focused Tax Preparer (CPA) to support federal, state, and local tax compliance work. This role is execution-driven, with responsibility for preparing accurate tax returns, supporting IRS matters, and maintaining clean documentation. You will work independently within defined processes and deadlines.
Position Responsibilities
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Prepare federal, state, and local tax returns for individuals and business entities
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Ensure accuracy, completeness, and compliance of all filings
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Assist with tax planning by identifying deductions, credits, and compliance issues
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Research tax regulations as needed to support return preparation
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Support IRS resolution matters, including notices and documentation
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Maintain organized workpapers and tax records
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Use Lacerte for tax preparation and Canopy for workflow and document management
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Communicate clearly with internal stakeholders regarding missing data or tax issues
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Stay current on changes in tax laws and filing requirements
Position Qualifications
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CPA license required
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Bachelor’s degree in Accounting or Finance required
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5+ years of experience in tax preparation or related tax roles
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Strong understanding of federal, state, and local tax regulations
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IRS tax resolution experience preferred
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Prior experience with Lacerte tax preparation software preferred
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High attention to detail and accuracy
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Ability to manage multiple returns and deadlines, especially during peak season
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Ability to work independently in a remote environment
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Clear written and verbal communication skills
What Success Looks Like
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Accurate, compliant, and on-time tax filings
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Minimal rework or review corrections
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Complete and well-organized tax documentation
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Consistent output and reliability during peak tax periods