Tax Preparer - Individual & Business

The Winston CPA Group is looking for two part-time tax preparers: one for individuals and one to handle business/entity returns.

As a Tax Preparer, you're responsible for preparing, reviewing and submitting income tax returns for our individual and/or business clients. We focus on providing a next-level client experience in addition to accurate and timely services. This requires a high degree of accuracy, working with a sense of urgency, and responding promptly to client inquiries. We want you to prepare the returns, but also go beyond data entry and be able to tell the story of the client's tax position. You'll have to be proactive in providing updates or requesting documents from clients. We understand tax season can be very "taxing" so we'll ensure the firm does it part in (1) setting expectations for clients and (2) providing you with the tools and resources you need to do your work. Our busy season typically runs from February through April but off-season work may be available based on tax season performance.

Your Deliverables & Expectations

• Prepare and review Form 1040 + state and local returns

• Process timely and accurate tax returns

• Contact & respond to clients in a timely manner

• Respond to any IRS or State inquiries or letters

• Proactively communicate tasks and availability

• Peer-review other tax returns as part of quality assurance

• Provide weekly updates on your workload & deliverables

• Ensure tax prep process is documented and current

Experience & Requirements

• Active PTIN required

• Understanding of tax laws, concepts, and compliance

• Maintain professionalism and confidentiality in all aspects

• Comfortable working with tax software and Microsoft Office

• 3-5 years of tax preparation experience - EA or CPA is a plus

• Remote work experience is a plus

Why do tax prep for us?

• Can be 100% remote

• Flexible working hours

• Team-oriented environment

• Black-owned, woman-owned firm

Compensation: $20-$25 per hour | $40,000.00 - $50,000.00 per year FT

The job description is not all-inclusive and certain activities, duties or responsibilities may be required as needed. These roles will start as part-time and we expect them to grow to full-time as our tax clientele grows. This is a U.S.-based role and can be either 1099 contract or employee.