Note: The job is a remote job and is open to candidates in USA. Clergy Financial Resources is hiring a seasonal Tax Preparer as an independent contractor for the Winter/Spring 2027 tax season. The role prepares Form 1040 returns using UltraTax, reviews client files for completeness and accuracy, follows up on missing documentation, and meets filing deadlines while protecting client information.

Responsibilities

• Prepare Form 1040 individual income tax returns using client source documents, including W-2s, 1099s, and other supporting tax records
• Accurately enter tax information into UltraTax software
• Review tax returns for completeness and accuracy before submission for final review
• Review client documentation to identify missing information, discrepancies, or incomplete records
• Communicate with clients and internal team members to obtain required documentation and resolve outstanding issues
• Maintain detailed notes regarding missing items and follow-up actions
• Complete assigned tax preparation work within agreed-upon turnaround expectations and seasonal filing deadlines
• Prepare internal file documentation and return summaries as needed
• Maintain confidentiality and security of all client financial and personal information
• Comply with applicable IRS requirements, firm procedures, and data security standards

Skills

• High school diploma or GED
• Enrolled Agent
• Minimum one year of experience preparing individual (Form 1040) tax returns
• Minimum one year of recent hands-on UltraTax experience
• Minimum two years of professional data-entry experience with demonstrated accuracy
• Active IRS PTIN required
• Strong attention to detail, organizational skills, and ability to meet deadlines
• 1040 Preparation: 1 year (Required)
• Ultratax: 1 year (Required)
• PTIN (Required)
• Degree or coursework in Accounting, Tax, Finance, or a related field
• Experience with clergy tax returns, housing allowances, and minister tax issues
• Experience communicating directly with clients regarding missing documentation or tax-related questions
• Clergy Tax Return: 1 year (Preferred)
• Tax Client Communication: 1 year (Preferred)

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