A US-based CPA firm is seeking an experienced Tax Preparer to join their team in a fully remote capacity. The primary focus of this role is the preparation of business and trust tax returns, specifically Form 1120-S (S-Corporation), Form 1065 (Partnership), and Form 1041 (Trust and Estate). The ideal candidate will have hands-on proficiency with CCH tax software, which is a mandatory requirement. This position demands a detail-oriented professional who thrives under deadline pressure and has experience working in a public accounting environment. The role is production-driven, managing a steady volume of returns throughout the tax season and beyond.
Key Responsibilities
- Prepare Form 1120-S, Form 1065, and Form 1041 returns accurately and in compliance with current tax laws.
- Input and organize client financial data within CCH tax software to generate complete, review-ready tax return packages.
- Review source documents, financial statements, and prior-year returns to ensure accuracy and consistency.
- Identify missing information and coordinate with clients or internal staff to obtain necessary documentation.
- Flag technical issues, complex items, or matters requiring CPA review, communicating these clearly to the appropriate parties.
- Manage multiple returns simultaneously, meeting internal preparation deadlines, especially during peak tax periods.
- Maintain organized and thorough workpapers for each return prepared.
- Respond promptly to reviewer feedback and make corrections as directed.
- Stay updated on changes to tax laws affecting S-Corporations, partnerships, trusts, and estates.
Required Qualifications
- Hands-on experience preparing Form 1120-S, Form 1065, and Form 1041 returns; proficiency in all three is essential.
- Proficiency with CCH tax software (Axcess or ProSystem fx) is a strict requirement; candidates without CCH experience will not be considered.
- Minimum of two years’ tax preparation experience within a public accounting or CPA firm environment.
- Strong understanding of pass-through entity taxation, fiduciary income tax, and related federal and state filing requirements.
- Ability to read and interpret financial statements, general ledgers, and K-1 forms accurately.
- High attention to detail with consistent, accurate, and complete workpaper documentation.
- Ability to manage multiple returns simultaneously and meet firm deadlines during tax season.
- Reliable high-speed internet connection and a quiet, professional home workspace suitable for remote work.
Preferred Qualifications and Benefits
- CPA license is preferred.
- Experience with multi-state filings for pass-through entities and trusts.
- Familiarity with CCH Axcess workflow and document management tools.
- Experience working in a paperless or cloud-based public accounting environment.
This is a 100% remote position offering competitive hourly compensation up to $12 per hour. The role provides an excellent opportunity to work with a reputable CPA firm while maintaining flexibility and work-life balance.