Tax Preparer

About the Role 

A US-based CPA firm is seeking an experienced Tax Preparer to handle the preparation of business and trust returns for its client portfolio. This role focuses primarily on Form 1120-S (S-Corporation), Form 1065 (Partnership), and Form 1041 (Trust and Estate) returns. The position is fully remote and requires hands-on proficiency with CCH tax software, which is a hard requirement for this role. 

The ideal candidate is detail-oriented, organized under deadline pressure, and experienced working within a public accounting environment. This is a production-oriented role with a consistent volume of returns across tax season and beyond. 

Key Responsibilities 

• Prepare Form 1120-S (S-Corporation), Form 1065 (Partnership), and Form 1041 (Trust and Estate) returns accurately and in accordance with current tax law 

• Input and organize client financial data within CCH tax software to produce complete, review-ready return packages 

• Review source documents, financial statements, and prior-year returns to ensure accuracy and consistency 

• Identify missing information and follow up with clients or internal staff to obtain required documentation 

• Flag technical issues, complex items, or items requiring CPA review and communicate these clearly 

• Meet internal preparation deadlines and manage a queue of returns simultaneously during peak periods 

• Maintain organized, complete workpapers for each return prepared 

• Respond to reviewer feedback promptly and make corrections as directed 

• Stay current with changes to tax law affecting S-Corporations, partnerships, and trusts and estates 

Qualifications 

Required 

• Hands-on experience preparing Form 1120-S, Form 1065, and/or Form 1041 returns — all three are in scope for this role 

• Proficiency with CCH tax software (Axcess or ProSystem fx) is a hard requirement; candidates without CCH experience will not be considered 

• Minimum 2 years of tax preparation experience in a public accounting or CPA firm environment 

• Strong working knowledge 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-1s 

• High attention to detail and a consistent habit of accurate, 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 

Preferred 

• CPA licensed 

• Experience with multi-state filings for pass-through entities and trusts 

• Familiarity with CCH Axcess workflow and document management tools 

• Experience in a paperless or cloud-based public accounting environment 

Requirements:

This is a 100% Remote

Up to 12/hr