Remote Tax Preparer (CPA) with Lacerte Experience

Overview

Our client, a US-based public accounting firm, is hiring a remote Tax Preparer (CPA) to prepare and review individual, business, and trust tax returns in full compliance with federal and state tax regulations.

In Short

• Prepare federal and state tax returns using Lacerte software.
• Communicate directly with US clients regarding tax documentation and filing questions.
• Ensure compliance with tax laws and regulations.
• Self-review returns and maintain organized digital workpapers.
• Assist with tax planning and estimated tax calculations.
• Work in a remote-first environment with async communication.
• Handle increased workload during peak tax season.
• Document tax positions clearly for reviewer sign-off.
• Respond to IRS and state notices.
• Maintain professional client service standards.

Requirements

• Experience in public accounting and tax preparation.
• Proficiency in Lacerte tax software.
• Fluency in written and verbal English.
• Strong understanding of federal and state tax laws.
• Ability to manage deadlines and work independently.
• Excellent communication skills with clients.
• Detail-oriented with strong organizational skills.
• Ability to identify deductions and tax planning opportunities.
• Experience with various tax forms (1040, 1120, 1065, etc.).
• Commitment to maintaining client confidentiality.

Benefits

• Work remotely from anywhere.
• Flexible work hours outside of peak season.
• Opportunity to work with a diverse client base.
• Professional development opportunities.
• Supportive team environment.
• Potential for long-term engagement.
• Access to resources and tools for tax preparation.
• Engagement in tax planning and advisory work.
• Competitive compensation based on experience.
• Work-life balance with async communication.