Seasonal Tax Preparer - EA/CPA

Job Summary

To support small business clients during the tax season, an actively credentialed Seasonal Tax Preparer - EA/CPA will work remotely on a full-time basis, preparing and filing federal and state tax returns while managing client communications and ensuring compliance with tax regulations.

Key responsibilities

• Prepare and e-file federal and state individual and business tax returns, managing the entire process from intake to finalization
• Communicate directly with clients regarding their tax needs, including consultations and document requests
• Research tax-related questions and manage administrative tasks while meeting performance and quality expectations

Required qualifications

• Active, unrestricted U.S.-based Enrolled Agent (EA) or Certified Public Accountant (CPA) license with an active 2027 PTIN
• At least 3 years of professional experience preparing small business tax returns, including pass-through entity returns
• Proficiency in CCH Axcess and working knowledge of Google Sheets and Excel
• Ability to read and reconcile customer-provided financial statements into accurate tax returns
• Experience with Salesforce or similar CRM systems is preferred