Tax Preparation Assistant

Careerscape is recruiting on behalf of our client, a growing tax and accounting practice, for a Tax Preparation Assistant to join their fully remote team. This is an excellent entry point into the tax profession, with hands-on exposure to individual and small business returns, structured training, and a clear path toward Tax Preparer and Senior Preparer roles.

Day to day, you will work closely with experienced preparers and reviewers, gathering client documents, entering data, and helping returns move smoothly from intake to filing. You will thrive in this role if you are detail-oriented, comfortable working independently from home, and eager to learn tax software and regulations while communicating clearly with clients and teammates.

Responsibilities

• Collect and organize client tax documents such as W-2s, 1099s, and receipts
• Enter client data accurately into tax preparation software
• Assist preparers with individual and small business tax return drafts
• Perform basic checks for missing information and data entry errors
• Communicate with clients by phone, email, and secure portal to request missing items
• Track return status and maintain organized digital client files
• Support e-filing and confirm acceptance of submitted returns
• Help respond to routine client questions about deadlines and document needs
• Protect client confidentiality and follow data security procedures
• Assist with year-round tasks such as extensions, amended returns, and notices

Requirements

• High school diploma or equivalent required; associate or bachelor's degree in accounting or finance preferred
• No prior tax experience required; coursework or internship experience is a plus
• Strong attention to detail and accuracy with numbers
• Basic proficiency with Microsoft Excel and general office software
• Clear written and verbal communication skills
• Ability to manage deadlines and priorities during busy tax season
• Reliable high-speed internet and a quiet home workspace
• Willingness to obtain a PTIN and pursue tax credentials
• Reside in the United States and be authorized to work

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Paid training and support for tax certifications
• Fully remote work with flexible scheduling outside of peak season
• Home office or internet stipend
• Tuition and continuing education assistance
• Clear career advancement path

Job Type: Full-Time | Work Type: Remote | Industry: Accounting & Finance | Experience: Entry