
Licensed Tax Preparer Agent
Upwork
Remoto
•1 day ago
•No application
About
Licensed Tax Preparer Pay: $15–$25 per hour (based on experience) Location: Remote (India) Employment Type: Part-Time or Full-Time About the Role: We’re looking for a detail-oriented Licensed Tax Preparer to join our growing team. You’ll be responsible for preparing and reviewing individual and business tax returns, ensuring accuracy, compliance, and maximizing client savings. This role is perfect for someone who is passionate about helping clients understand their taxes and enjoys working in a fast-paced, professional environment. Key Responsibilities: Prepare and file individual (1040) and business (1120, 1120S, 1065) tax returns. Review financial statements, prior-year returns, and supporting documents for accuracy. Identify potential tax credits and deductions to minimize liabilities. Communicate effectively with clients to gather necessary information and explain tax matters clearly. Stay updated on current federal and state tax regulations. Collaborate with our bookkeeping and tax planning teams for seamless client service. Requirements: Active PTIN (Preparer Tax Identification Number). Proven experience preparing individual and small business tax returns. Strong knowledge of federal and state tax laws. Familiarity with tax software such as ProSeries, Drake, or Lacerte. Excellent attention to detail and organizational skills. Strong communication and client service skills. Preferred Qualifications: EA (Enrolled Agent) or CPA preferred, but not required. Experience with QuickBooks Online is a plus. Prior work with service-based businesses or dental/medical professionals is a bonus. Compensation: $15–$25 per hour, depending on experience and qualifications.