Source Job

US

  • Prepare individual and business tax returns and advise clients through video calls.
  • Manage the full client experience from document collection to communication, building trust through expertise.
  • Meet or exceed goals for customer satisfaction, service quality, and operational efficiency.

Tax Preparation Tax Software Communication

14 jobs similar to Tax Expert (Preparer)

Jobs ranked by similarity.

US

  • Help customers complete their taxes using Intuit TurboTax products.
  • Provide tax advice, full service return preparation, and tax calculations.
  • Utilize government websites and professional resources to deliver accurate answers.

Intuit is a financial software company known for products like TurboTax and QuickBooks. They are committed to building an inclusive and just employment ecosystem and prioritize candidates from diverse backgrounds.

$22–$38/hr
US

  • Enter client data into tax prep software and prepare individual tax returns.
  • Adhere to firm policies, tax practice standards, and 1040 procedure manual.
  • Ensure client confidentiality and handle information with a professional demeanor.

Baker Tilly is a leading advisory, tax and assurance firm providing services coast-to-coast in the U.S. and globally. They are part of Baker Tilly International, a network of 43,000 professionals in 141 territories with combined revenue of $5.2 billion.

US Unlimited PTO 16w maternity 16w paternity

  • Manage a portfolio of customers, review and file federal and state tax returns including Form 1040 and 1120-S.
  • Serve as a tax subject matter expert, researching laws and ensuring compliance with federal and state requirements.
  • Mentor junior tax staff and collaborate with leadership to align on tax-related matters.

Collective aims to empower self-employed individuals by providing an integrated platform for business incorporation, accounting, bookkeeping, and tax services. The company is a growing startup backed by top investors and featured in major media outlets, with a mission-driven culture focused on supporting freelancers.

$120,000–$180,000/yr
US

  • Maintain strong client relationships, ensuring quality control standards.
  • Lead and mentor the tax team, including a senior tax manager and 3 accountants.
  • Prepare personal and corporate tax planning, returns, and projections.

Revel CPA helps creative individuals and organizations navigate business and taxes, ensuring compliance and maximizing opportunities. The company is a small, collaborative team that values professional development, responsibility, and fun.

Tax Staff

GR8
Global

  • Assist in preparing US individual, business, and corporate tax returns.
  • Collect and analyze tax data to prepare supporting work papers.
  • Research tax legislation to ensure compliance with federal, state, and local regulations.

GR8 is a collaboration of Top 100 CPA firms in the US that redefines talent acquisition best practices. They connect talented individuals outside the US with work opportunities in audit, accounting, and financial areas.

$40–$48/hr
US

  • Lead the buildout of income tax services for existing clients in a calm, low-stress environment.
  • Work 40 hours/week January–May and 15 hours/week the rest of the year, with flexible scheduling.
  • Collaborate with clients and team members, using your leadership and strategic thinking to grow the tax service.

LedgerGurus is a remote outsourced accounting company specializing in eCommerce accounting. Employee satisfaction is a top priority, earning recognition as a best place to work, with a supportive culture and flexible scheduling.

$85,000–$92,000/yr
US Canada

  • Research and pitch tax topics aligned with LumiQ's learning roadmap, scoping episodes for depth and relevance.
  • Host interviews with senior accounting and finance professionals, guiding conversations to be educational and engaging.
  • Edit raw audio, write episode copy (descriptions, quiz questions, glossary terms), and coordinate subject matter experts.

LumiQ is an audio-first learning platform that makes professional education enjoyable for accounting and finance professionals. With over 1,000 corporate and accounting firms across North America and a 2025 Deloitte Fast 50 win, LumiQ is a certified Great Place to Work that values transparency, ownership, innovation, and empathy.

$73,000–$133,500/yr
US

  • Review and analyze tax notices and prepare responses to tax authorities.
  • Assist in preparing clients for tax audits and develop defense strategies.
  • Conduct legal research and prepare legal documents such as appeals and petitions.

Aprio is a Top 20 CPA and advisory firm that provides accounting and advisory services for fast-growing industries. It has 40 U.S. office locations, international offices, and over 3,200 team members speaking 60+ languages, with a top-rated culture.

Tax Supervisor

MGO
$110,000–$130,000/yr
US

  • Prepare engagement work papers and tax returns for clients across various industries.
  • Research tax issues and recognize potential problems within engagements.
  • Maintain command of GAAP, GAAS, and other common audit and tax techniques.

MGO is a top CPA and advisory firm serving clients across the U.S. and internationally, helping innovative organizations navigate complex business challenges. The company fosters an inclusive, collaborative, and growth-oriented culture.

US

  • Prepare and file routine non-income tax returns accurately and on time.
  • Reconcile tax data with general ledger accounts and resolve discrepancies.
  • Research taxability questions and support audits and notice responses.

EQT is an organization that prioritizes transparent leadership and collaboration. They aim to create impact through critical business decisions and provide supported growth opportunities for their employees.

$85,000–$92,000/yr
US Canada

  • Research and develop U.S. and Canadian tax topics for professional education content.
  • Host interviews with senior accounting experts and produce engaging podcast episodes.
  • Manage multiple workflows and improve content development processes.

The company creates tax-focused learning curriculum for CPA and accounting professionals across North America. It is a fast-growing organization with an entrepreneurial and collaborative culture.

Canada

  • Provide tax compliance and consulting to privately held companies and high net worth individuals.
  • Oversee complex tax research projects for a variety of clients and diverse industries.
  • Supervise tax professionals and manage day-to-day delivery of tax consulting services.

BPM is a public accounting firm that provides tax compliance and consulting services to privately held companies and high net worth individuals. The company fosters a caring and entrepreneurial culture where colleagues are valued and supported.

US

  • Own tax notice issues end-to-end across federal, state, and local agencies.
  • Communicate directly with partners about notices and tax accounts, translating complex agency interactions into clear updates.
  • Act as the direct point of contact with agencies, using portals, email, or phone to drive resolution.

Check is an embedded payroll platform that simplifies how businesses pay employees and manage taxes. It has a distributed team across the US that values ownership, collaboration, and creative problem-solving.

$80,237–$139,077/yr
Global 3w PTO

  • Oversee end-to-end client case management including tracking, prioritization, and documentation across multiple systems.
  • Support year-end tax form processing by validating, formatting, QA'ing, and delivering files for various tax forms.
  • Serve as primary client contact, leading status meetings and providing high-touch communication and client-facing summaries.

Experian is a global data and technology company operating across multiple markets including financial services, healthcare, automotive, agribusiness, and insurance. The company has a team of 25,200 people across 32 countries with a culture that invests in people and advanced technologies.