Position Summary The Tax Staff role is focused on tax return preparation. You'll take client files from source documents to a complete, review-ready return, working directly with our Tax Manager, who will review and finalize the return. This is a contract position to start, with the opportunity to transition into a full-time role for the right person.

We're looking for someone who has done this work for years, can move through a file independently, and knows how to hand off a clean return with clear notes on anything that needs a second look.

Key Responsibilities

- Prepare federal and state income tax returns for individuals and businesses, including Forms 1040, 1065, 1120-S, and 1120
- Review client source documents (W-2s, 1099s, K-1s, financial statements, prior-year returns) and organize supporting workpapers
- Identify missing or inconsistent information and document open items clearly for follow-up
- Prepare returns to a review-ready standard, with notes that explain key judgments, adjustments, and open questions
- Respond to review notes and make corrections promptly
- Roll forward prior-year returns and set up recent clients in our tax software ahead of tax season
- Prepare extensions and estimated payment calculations as needed
- Assist with year-end information returns (1099s) during the December–January filing window




- Track time and task status in our practice management system so the team always knows where each file stands
- Maintain strict confidentiality of all client information and follow firm data security procedures

Requirements

- 5+ years of hands-on tax preparation experience, including both individual and business returns
- Strong working knowledge of Forms 1040, 1065, 1120-S, and 1120, including common schedules and K-1 flow-through
- Experience preparing multi-state returns
- Experience with professional tax software; CCH Axcess strongly preferred
- Comfortable reading financial statements and working from QuickBooks Online reports
- Excellent written English and clear, professional communication
- Highly organized, detail-oriented, and able to manage a full workload with minimal supervision
- Reliable high-speed internet and a dedicated, secure workspace
- Availability during standard U.S. Central Time business hours, with extended availability during peak season (February–April)

Preferred

- Bachelor's degree in accounting or a related field
- Experience with Karbon or a similar practice management platform
- Experience with small business clients in construction, real estate, or professional services
- Familiarity with IRS notices and correspondence

📌 Tax Staff (Contract) (India)
🏢 White Glove CPAs u0026 Business Solutions
📍 India