US-Based Tax Return Data Entry Support, Seasonal Contract
Only freelancers located in the U.S. may apply.U.S. located freelancers only
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/weekHourly
- 6+ monthsDuration
- Entry levelExperience Level
$10.00
-
$18.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:Less than 5
- Last viewed by client:yesterday
- Interviewing:1
- Invites sent:3
- Unanswered invites:2
About the client
- United StatesMiami8:47 PM
- $14K total spent55 hires, 13 active
- 2,171 hours
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