Tax Clerk (Individual or Business Tax) - Remote

Overview

We’re restructuring our tax team from siloed, CPA-heavy workflows to a more scalable, pod-based model. We’re hiring two experienced Tax Clerks—one focused on individual tax and the other on business tax. This is a great opportunity for someone with 3–5 years of hands-on U.S. tax preparation experience who thrives in a fast-paced, detail-oriented environment. You’ll be supporting licensed CPAs by handling tax prep, reconciliations, and documentation—freeing them to focus on review and strategy.

In Short

• Prepare individual tax returns (Form 1040 and supporting schedules)
• Reconcile W-2s, 1099s, K-1s, and investment summaries
• Summarize brokerage and capital gains activity
• Organize digital workpapers with clear references
• Assist with e-filing, extensions, and client documentation
• Prepare partnership and corporate tax returns (Forms 1065, 1120, 1120S)
• Generate and reconcile partner/shareholder K-1s
• Tie out accounting file balances to tax return inputs
• Prepare fixed asset schedules and depreciation entries
• Assemble complete workpaper packages for CPA review

Requirements

• 3–5 years of hands-on U.S. tax preparation experience
• Detail-oriented and able to thrive in a fast-paced environment
• Experience with individual and business tax returns
• Strong organizational skills
• Ability to work collaboratively with licensed CPAs

Benefits

• Opportunity to work in a scalable, pod-based tax model
• Supportive team environment
• Work from home flexibility
• Professional development opportunities