Introduction
- Job Title: Tax Preparation & Workflow Specialist
- Work Hours: Full-time
- Schedule/Timezone: Standard Business Hours (US Timezones)
- Location: 100% Remote
Overview
Are you a tax-smart, tech-savvy professional looking to leverage cutting-edge AI tools to revolutionize modern tax preparation?
We are partnering with a forward-thinking professional services firm in the tax and accounting industry that specializes in delivering modern, tax-smart solutions for individuals and businesses. Built on a culture of efficiency, innovation, and client success, the organization seamlessly blends professional tax expertise with advanced technology to streamline complex return processes and ensure exceptional service delivery.
Key Responsibilities
- Manage the active inventory of individual and business tax returns while proactively tracking deadlines, missing client documents, and next steps.
- Prepare and process individual and business tax returns using modern professional software systems.
- Leverage technology and AI research tools to support detailed tax research and return reviews.
- Review return files thoroughly for accuracy, completeness, and potential inconsistencies prior to finalizing.
- Coordinate directly with clients to gather required documentation, answer routine inquiries, and provide clear status updates.
- Escalate complex tax matters to senior-level team members or attorneys when necessary.
Must-Have Requirements
- Strong knowledge of United States individual and business tax preparation standards.
- Hands-on experience preparing tax returns using professional tax software platforms.
- Excellent written and verbal English communication skills for professional client and internal interactions.
- Proven ability to manage multiple client files simultaneously with high attention to detail.
- Strong organizational skills paired with a proactive approach to workflow management and task completion.
- Willingness and ability to learn AI-powered tax research software and modern technology tools.
Nice-to-Have Requirements
- Prior experience using Drake Tax software or similar professional tax platforms.
- Exposure to AI-driven tax research platforms (such as TaxGPT).
Why Join Us
This is more than just a standard tax prep role—it is an opportunity to work at the forefront of tax preparation and modern artificial intelligence. You will join an innovative, technology-driven environment where your detail-oriented approach directly impacts business growth and client satisfaction. If you are looking for a role that values proactive ownership, continuous learning with AI, and a clear path to expand your professional expertise, this is the ideal place to take the next step in your career.