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