Tax Preparer

Tax Alchemy

Tax Preparer preparing complex partnership, corporate, and individual tax returns for Tax Alchemy. Managing client engagements, tax research, notices, reviews, and filing deadlines remotely.

Posted 8/5/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax preparation for various entities, including Partnerships, S-Corporations, and C-Corporations, while managing client engagements and ensuring compliance with federal and state regulations. Proficient in tax research, workflow improvement, and maintaining professional client relationships.

Highest-signal resume keywords

Tax Preparation ExperienceBachelor’s Degree in AccountingAdvanced Qualification (CAP, EA)Knowledge of Tax-Planning StrategiesAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationTax ResearchCompliance ManagementProject ManagementWorkflow Improvement

Soft Skills

Communication SkillsClient Relationship ManagementTeam Guidance

Tools & Technologies

G-SuiteCRM PlatformsUltraTax

Certifications & Qualifications

CAPEA

Industry Keywords

Federal Tax ReturnsState Tax ReturnsLocal Tax ReturnsComplex Individual ReturnsTax-Audit Support

About the role

Key responsibilities & impact

Prepare and manage federal, state, and local tax returns for a diverse client portfolio, primarily Partnerships (Form 1065), S-Corporations (Form 1120-S), C-Corporations (Form 1120), and complex individual (Form 1040) returns, schedules, and workpapers
Review less complex business and individual returns prepared by offshore teams for technical accuracy, consistency, and compliance
Conduct detailed tax research on complex technical issues
Prepare responses to federal and state taxing-authority notices and assist with tax-audit support
Own client engagements from document collection through final filing, managing deadlines and coordinating internal project support
Provide guidance and technical support to team members
Maintain professional client relationships, gather data, and communicate tax implications and filing status
Contribute to the company Knowledge Base with client FAQs and best practices

Requirements

What you’ll need

3–6 years of tax-preparation experience with increasing responsibility and complexity
Bachelor’s degree in Accounting, Finance, Taxation, or a related field
Advanced qualification (e.g. CAP, EA) in progress is required; completion is preferred
Familiarity with efficiency, workflow, communication, and tax-preparation software, including G-Suite, CRM platforms, and UltraTax
Knowledge of corporate and personal tax-planning strategies
Additional experience in accounting, finance advisory, and/or consulting services
Ability to manage projects independently and take responsibility for complex outcomes
Exceptional attention to detail in a high-volume, deadline-driven environment
Ability to communicate complex tax issues verbally to clients and in writing through research memos and review notes
Ability to improve and streamline workflow processes
Ability to manage communication and issue resolution with external teams, including offshore partners
High ethical standards; honesty and integrity

Benefits

Comp & perks

Remote work
Medical, dental, vision, life, and voluntary life insurance
401(k) with company match
Paid vacation and sick days
Paid holidays
Continuing education
Teambuilding events