Temporary Tax Preparer, BT Prep

About the Role

• Temporary position from February 1, 2027 – April 15, 2027.
• Remote, seasonal role preparing individual or fiduciary tax returns.
• Focus on accuracy, consistency, and efficiency in a fully paperless environment.
• Ideal for candidates with foundational tax knowledge eager to deepen experience.
• Non-client-facing role.

Key Responsibilities

• Prepare individual income tax returns (Form 1040 and/or 1041, along with related schedules) with accuracy and efficiency in a high-volume environment.
• Process client financial data using tax preparation software.
• Apply firm policies, tax regulations, and standardized procedures.
• Maintain strict confidentiality of client information.
• Collaborate within a centralized, fully remote team environment.
• Demonstrate continuous learning and adaptation.
• Identify missing, inconsistent, or incomplete information and note questions internally.
• Maintain organized electronic files and documentation.
• Meet productivity, accuracy, and turnaround expectations during peak filing periods.

Requirements & Tech Stack

• Tax preparation software
• IRS-issued PTIN (ability to obtain prior to start date)

Qualifications

• Previous tax preparation experience highly preferred.
• High School degree required; Associate’s or Bachelor’s degree preferred.
• Availability to work minimum 30 hours/week (Monday–Friday, 8:00 AM–5:00 PM local time; schedule must span at least 4 days/week with minimum 4 consecutive hours/day).
• Commitment to work early February through early April 2027.
• Strong attention to detail.
• Ability to follow structured processes.
• Solid reading comprehension and ability to interpret tax documentation.
• Critical thinking skills.
• Basic understanding of tax and accounting terminology.