Seasonal Tax Reviewer/Preparer

Dollars and Sense Tax Services, Inc. is a tax preparation and planning firm located in Santa Cruz, CA. We are currently seeking a Seasonal Tax Preparer/Reviewer. This position is a part-time position during the tax season (February – October), with the possibility for ongoing work during subsequent tax seasons.

The position can be in-office, hybrid, or fully remote (remote work requires a reliable high-speed internet connection, a written information security plan, and a computer and network that meet IRS security requirements).

This position will primarily involve reviewing, revising and analyzing prepared individual returns to ensure they are correct and complete for filing. You may also be responsible for preparing some entity returns such as trusts and partnerships/corporations.

Responsibilities

• Individual and Entity tax preparation and review
• Analysis of complex tax situations
• Email communication with clients and other preparers/staff
• Other tax and planning projects as needed (such as projections, etc.)

Required Minimum Qualifications

• Active EA or CPA credential (or EA/CPA candidate with substantially completed education)
• Active PTIN
• 3+ years experience preparing progressively complex individual and business income tax returns
• Strong organizational, detail-oriented, problem-solving & analytical skills
• Self-directed, able to complete projects and manage deadlines efficiently with minimal supervision
• Excellent verbal and written communication skills
• Experience with professional tax preparation software
• Experience with client platforms/trackers and general office software (such as Office, email/Gmail, time tracking)

Desired Skills and Qualifications

• Experience with Intuit Proseries tax software
• Extensive knowledge of California tax issues
• Experience with analyzing complex individual and small business return issues (including K-1s, 1065/1120S, other states, foreign tax issues, etc.)
• Experience with trust returns (Form 1041)
• Experience with nonprofit returns (Form 990 series)
• Completed Oregon tax licensing (if EA)

Job Types: Part-time, Seasonal, CA B2B Independent Contractor

Pay: $30.00 - $55.00 per hour depending on experience and credential

Job Types: Part-time, Temporary

Pay: $30.00 - $55.00 per hour

Benefits

• Flexible schedule

Work Location: Remote