SENIOR TAX PREPARER - REMOTE FOR NY BASED FIRM
ABOUT NOTCHBOOKS
At NotchBooks, we help individuals and small businesses navigate taxes and accounting with confidence. We believe professional services should be clear, kind, relaxed, and thoroughly professional. Our team values strong client relationships, thoughtful communication, and high-quality work.
As we continue to grow, we are looking for an experienced Tax Preparer who enjoys helping clients, solving problems, and working collaboratively with a supportive remote team.
POSITION SUMMARY
We are seeking an experienced Remote Senior Tax Preparer to join our growing tax and accounting firm. This role is responsible for preparing and reviewing tax returns, supporting client relationships, and serving as a resource for other members of the tax team.
The ideal candidate is organized, detail-oriented, and comfortable working independently while maintaining a client-first mindset. They take pride in producing accurate work, communicating clearly, and helping clients feel informed and supported throughout the tax preparation process.
This position follows the natural seasonality of the tax profession. Workloads are significantly heavier during tax season and extension season, with reduced hours and the potential for part-time work during slower periods of the year.
QUALIFICATIONS
- Minimum 5 years of experience preparing income tax returns
- CPA or EA preferred
- Experience working directly with individuals, entrepreneurs, and business owners
- Experience reviewing bookkeeping records and preparing year-end adjusting journal entries
- Strong proficiency with ProSeries tax software
- Experience preparing and reviewing federal and state tax returns, with a strong focus on the New York Metro area
- Ability to work independently in a remote environment and meet deliverables without supervision
- Strong organizational and time-management skills
- Commitment to providing exceptional client service
- Comfortable interacting with clients through video calls and email
- Ability to manage multiple priorities and deadlines during busy seasons
RESPONSIBILITIES
Tax Preparation and Review
- Prepare and review 1040, 1120S, 1065, and 990 federal and state income tax returns
- Review client documentation for completeness and accuracy
- Identify potential tax planning opportunities and areas requiring additional attention
- Ensure compliance with applicable tax laws and regulations
- Maintain high standards of accuracy, quality, and professionalism
Client Communication and Service
- Serve as a primary point of contact for assigned clients
- Communicate with clients regarding missing information, tax questions, and return status updates
- Conduct client review meetings
- Help clients understand their tax situation through clear and professional communication using Zoom and Google Meet
- Deliver a positive and supportive client experience throughout the engagement
Team Collaboration
- Assist with training and mentoring junior tax preparers
- Support internal quality control and review procedures
- Contribute ideas for improving workflows, processes, and client service
- Assist with extension season and year-round tax projects as needed
- Collaborate with team members to ensure deadlines and client expectations are met
WORK SCHEDULE
This is a fully remote position with a seasonal workload.
- January-April: Full-time schedule during peak tax season
- September-October: Increased workload during extension season
- May-August and November-December: Reduced hours, with part-time schedules available based on firm needs and workload
COMPENSATION
Senior Tax Preparer: $40-$60/hour
Hours fluctuate seasonally based on firm needs and workload.
WHAT WE OFFER
- Fully remote work environment
- Flexible scheduling
- Supportive and collaborative team culture
- Opportunity to help shape processes as the firm grows
- Meaningful client relationships and year-round impact
- A workplace and client base built around our values of being clear, kind, and professional
- A completely paperless work environment
- Customized workflow software designed to make tax preparation more efficient
- A team that leans into technology and continuous improvement
If you enjoy helping people, take pride in your work, and want to be part of a growing firm that values both clients and team members, we would love to hear from you.
