Tax Preparer Virtual Assistant

Job Summary: We're actively seeking a detail-oriented Tax Preparation Virtual Assistant to help prepare individual and small business tax returns. You'll review client tax documents, enter information accurately into tax software, flag missing items, and prepare returns for final review before filing. Strong applicants will have prior U.S. tax preparation experience, speak up clearly when something looks wrong, and feel comfortable researching tax questions on their own. Key Responsibilities: Prepare individual (1040) and small business tax returns ahead of final review and filing

• Examine incoming client tax documents for completeness and accuracy
• Key tax data accurately into Intuit ProConnect Tax Online
• Identify and flag any missing documents, forms, or information needed to finish a return
• Work on returns involving Schedule C businesses, S corporations (1120S), and K-1sPrepare multi-state returns where applicable

Apply depreciation

schedule

• s and basic bookkeeping concepts during return preparation
• Research tax questions as they come up and escalate anything uncertain
• Flag promptly when figures, documents, or client information don't add up
• Maintain organized records and carry the workflow through to final review
• Mandatory Skills: Prior U.S. tax preparation experience
• Working knowledge of individual (1040) and small business return preparation
• Comfortable reviewing tax documents and entering data with a high degree of accuracy
• Understanding of basic bookkeeping concepts
• Ability to research tax questions and work through unfamiliar situations
• Careful, consistent, and able to work without supervision
• Strong communication skills, especially when raising discrepancies early
• Willingness to learn and follow established review processes
• Preferred Skills: Hands-on experience with Intuit ProConnect Tax Online
• Experience with Schedule C businesses, S corporations and 1120S filings
• Experience preparing and interpreting K-1sMulti-state return experience
• Exposure to depreciation

schedule

• s and fixed asset tracking
• Experience supporting a CPA, EA, or tax practice
• Ability to manage multiple returns together during peak periods

Why Join Us: This is a great opportunity to work closely with an experienced tax professional and expand your U.S. tax knowledge across a wide mix of individual and business returns. You'll have a clear review structure behind your work, room to grow your responsibilities over time, and a collaborative environment where questions are always welcome.