Job description
About the Role
We’re restructuring our tax team from siloed, CPA-heavy workflows to a more scalable, pod-based model. We’re hiring two experienced Tax Clerks—one focused on individual tax and the other on business tax. This is a great opportunity for someone with 3–5 years of hands-on U.S. tax preparation experience who thrives in a fast-paced, detail-oriented environment. You’ll be supporting licensed CPAs by handling tax prep, reconciliations, and documentation—freeing them to focus on review and strategy
Key Responsibilities
Individual Tax Clerk:
• Prepare individual tax returns (Form 1040 and supporting schedules)
• Reconcile W-2s, 1099s, K-1s, and investment summaries
• Summarize brokerage and capital gains activity
• Organize digital workpapers with clear references
• Assist with e-filing, extensions, and client documentation
Business Tax Clerk:
• Prepare partnership and corporate tax returns (Forms 1065, 1120, 1120S)
• Generate and reconcile partner/shareholder K-1s
• Tie out accounting file balances to tax return inputs
• Prepare fixed asset schedules and depreciation entries
• Assemble complete workpaper packages for CPA review
Requirements
• 3–5 years of U.S. tax preparation experience (individual or business)
• Solid understanding of U.S. tax forms and workflows
• Detail-oriented with strong self-review habits
• Ability to work independently and meet remote deadlines
• Familiarity with CPA firm tax support roles and processes
Job Type: Full time
Schedule: Monday to Friday 8:00am 5:00pm EST
