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

Originally posted on Himalayas