About

Summary

We’re seeking a meticulous, client-focused Part-Time Tax Preparer to join our team. The ideal candidate is an Enrolled Agent (EA) or Certified Public Accountant (CPA) with hands-on experience preparing individual and small business returns. Drake Tax experience is preferred.

What You’ll Do

• Prepare and review federal and state income tax returns (primarily Forms 1040, with exposure to Schedule C/E/F and small-business returns such as 1065/1120-S).
• Conduct client intake, organize source documents, and resolve missing info.
• Research tax issues and document positions with appropriate citations.
• Identify credits, deductions, and planning opportunities.
• Respond to notices and support clients with amended returns when needed.
• Maintain accurate workpapers and e-file documentation in accordance with firm procedures.
• Communicate clearly with clients via email, phone, and secure portals.

What You’ll Bring

• Required: Current EA or CPA credential in good standing.
• Required: 2+ years of professional tax preparation experience (individual returns at minimum).
• Preferred: Experience with Drake Tax (or willingness to ramp quickly).
• Strong knowledge of federal and state tax law, including recent changes.
• Proficiency with document management, e-signature, and client portals.
• High attention to detail, confidentiality, and deadline discipline.
• Excellent client service and communication skills.

Nice-to-Haves

• Experience with small-business returns (1065/1120-S) and multi-state filings.
• Prior work in a seasonal/peak-volume environment.

Hours & Logistics

• Part-time: [e.g., 15–25 hours/week], with the option to increase during January–April.
• Hybrid/remote options available: ].
• Must be available for some evening or weekend hours during peak season.

Benefits & Perks

• Competitive hourly pay + performance incentives during tax season.
• Flexible schedule outside of peak periods.
• Paid training/CPE support and access to tax research tools.
• Supportive, organized team with efficient tech stack.

Job Type: Part-time

Pay: $29.11 - $35.05 per hour

Expected hours: 15 – 20 per week

Ability to Commute:

• Naples, FL 34102 (Required)

Ability to Relocate:

• Naples, FL 34102: Relocate before starting work (Required)

Work Location: In person