US-Based Tax Return Data Entry Support, Seasonal Contract

Posted 2 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

We are a Miami based CPA firm looking for a US-based tax preparer to handle return input under CPA review. We are starting with a small test batch now through October 15, 2026, with regular ongoing work beginning January 2027. *About the work* You will input business and individual returns from client-provided documents or financial statements into our tax software which you will log into our office. All returns are reviewed and signed by the CPA. You are not the signing preparer. Return mix business (1120-S, 1065, 1120) and individuals (1040 with Schedule A, C, D, E). We provide written procedures showing where most items get entered, so you do not need to know Drake going in if you have used comparable professional software. *What you will do* -Enter return data from organizers, financial statements, W-2s, 1099s, K-1s, and source documents -Build a missing items list for each return -Flag classification questions, unclear items, and missing basis for CPA determination rather than deciding them -Clear CPA review notes and finalize for signature *Requirements* -Physically located in the United States. All work performed on US soil. No offshore subcontracting. -1 to 2 years of professional tax return preparation experience -Comfortable with both business and individual returns -W-9 required *Software* Drake Tax is a plus. Written procedures provided. Video may be available for training purposes. *Confidentiality and data security* This role handles taxpayer information, so security is not optional here. Before any access is granted, you will sign a confidentiality and data security agreement covering the following: -You will work through a dedicated user login on our system, with access limited only to the specific clients assigned to you -No client data is downloaded, copied, printed, screenshotted, emailed, or stored on your personal device at any time -No sharing of credentials with anyone -No offshore subcontracting of any portion of the work -Confidentiality obligations continue after the engagement ends ***Please do not apply if you are not willing to sign this.*** *Structure* Test batch: a few returns between now and October 15, 2026 Ongoing: higher and steadier volume beginning January 2027 through tax season Work is performed by remote login into our office system during our access window,

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Entry level
    Experience Level
  • $10.00

    -

    $18.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Tax Preparation
Tax Return
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:yesterday
  • Interviewing:
    1
  • Invites sent:
    3
  • Unanswered invites:
    2
About the client
Member since Jan 7, 2013
  • United States
    Miami8:47 PM
  • $14K total spent
    55 hires, 13 active
  • 2,171 hours

Explore similar jobs on Upwork

Crypto accountant neededHourly‐ Posted 3 weeks ago
Intuit QuickBooks
Accounting Basics
Accounting Software
Bookkeeping
Crypto Asset
Accounting
Blockchain, NFT & Cryptocurrency
Crypto Exchange Platform
Account Reconciliation
US Taxation
Crypto Wallet
Accounting Report
Finance & Accounting
Tax Preparation Software
Tax Return Australia Sole TraderFixed-price‐ Posted 1 month ago
Tax Preparation
Accounting
Tax Return
Accounting Principles & Practices
Tax Preparation Software
Tax Law

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo