Remote Tax Preparer Job in New York

🌟 About the Opportunity

Imagine combining your love for numbers with the freedom to work from anywhere in New York. If the idea of transforming complex tax puzzles into simplified client wins excites you, then you're in the right place. As a Remote Tax Preparer, you will join a team that doesn't just crunch numbers—we craft tailored solutions, offer proactive advice, and deliver peace of mind to individuals and businesses navigating today’s fast-evolving tax landscape.

This isn’t just another tax season gig. This is your chance to become part of a forward-thinking organization where innovation meets integrity, and creativity fuels compliance. Whether you’re a seasoned tax guru or a rising star in the field, we offer the tools, collaboration, and autonomy to elevate your career.

🚀 Our Vision and Culture

We’re not your average tax preparation firm. We’re a team of tech-forward financial problem solvers who believe that taxes don’t have to be boring. From digital transformation projects to gamifying workflows, we’re shaking up traditional approaches to tax compliance. Here, every idea counts, and curiosity is a job requirement.

We’ve embraced the remote-first model not because it’s trendy, but because it fosters productivity, independence, and trust. From day one, you’ll find yourself surrounded by a virtual community of finance professionals who are as driven and quirky as they are client-obsessed.

🧾 What You’ll Do

As a Remote Tax Preparer, your work will touch every phase of the tax cycle. But more than that, you’ll empower clients to feel confident, calm, and even a little curious about their taxes.

📌 Your Key Responsibilities:

• Prepare and file federal, state, and local income tax returns for individuals, sole proprietors, and small businesses
• Conduct detailed tax interviews to understand each client’s unique situation and identify deductions, credits, and planning opportunities
• Offer real-time, virtual support to clients needing assistance with tax questions or audit notifications
• Stay aligned with current tax legislation and maintain up-to-date filing practices through diligent research and documentation
• Review financial records such as income statements, receipts, and prior year returns to verify accuracy and completeness
• Suggest personalized tax-saving strategies based on current rules and client goals
• Use tax software to streamline workflow, ensure consistency, and minimize errors
• Maintain confidentiality and secure data handling across all digital platforms

💻 Tools & Technology You’ll Use

We’re serious about making life easier for our tax pros. We’ve invested in innovative solutions that eliminate administrative friction, allowing you to focus on your superpowers: analysis, communication, and precision.

Your Daily Toolkit Includes:

• Cloud-based tax software platforms (such as ProConnect, Drake, or TaxSlayer Pro)
• Encrypted communication channels for client interactions
• Shared project dashboards for easy file tracking and case updates
• Built-in tax law update modules
• Remote collaboration tools for secure team interaction and client engagement

🏡 Your Work Environment

Work doesn’t have to mean fluorescent lights and cubicles. You’ll join a thriving remote culture where video chats are casual, ideas flow freely, and performance is measured by results, not time spent in a chair.

Here’s What We Mean by Remote Done Right:

• Flexible working hours that revolve around client needs and your life schedule
• Weekly team touchpoints, but zero micromanaging
• Access to an active Slack community of fellow tax preparers for advice and laughs
• Project-based work with clear expectations and room for creativity
• A feedback-first environment that values growth over perfection

🎓 What We’re Looking For

While certifications are helpful, what matters most here is your curiosity, precision, and client-first mindset. If you’re the kind of person who loves decoding IRS language and turning chaos into clarity, you’ll fit right in.

Must-Haves:

• Experience preparing personal and business tax returns
• Solid understanding of the U.S. tax code, especially for NY residents
• Comfortable working remotely and navigating virtual tools
• Strong attention to detail and organizational skills
• Ability to explain tax matters in plain language to non-tax-savvy clients
• High-speed internet and a distraction-free workspace

Bonus Points:

• Registered Tax Preparer (PTIN) or Enrolled Agent status
• Prior work with cloud-based tax filing systems
• Familiarity with multi-state filings and tax planning for freelancers or small businesses

🌱 Growth Opportunities

We believe careers should evolve with your passions. This role isn’t a tax-season-only gig—it’s a launchpad for a rewarding remote finance career.

• Gain access to ongoing tax law training and software certification programs
• Get mentored by senior tax strategists who love to share knowledge
• Take on leadership roles in special projects or pilot new software
• Grow into specialized fields such as audit support, estate planning, or business consulting

💸 Salary and Benefits

• Annual salary: $40,580
• Performance-based bonuses during peak seasons
• Flexible schedule with work-life harmony
• Paid professional development hours
• Tax software license reimbursements
• Collaborative and uplifting remote team culture

🎯 Why Join Us?

Because you deserve more than just a job—you deserve a role that excites you. If your dream workspace includes a cozy home office, an espresso within reach, and the freedom to get things done your way, this opportunity is calling your name.

We’re not here to check boxes. We’re here to build a team of creative problem solvers who geek out over numbers, love a good spreadsheet pun, and want to make taxes feel a little less taxing.

📢 Ready to Apply?

If you’ve read this far and you’re nodding with enthusiasm, we’re excited to meet you. Apply now and let’s rewrite the rules of remote tax work together.

🎯 Take your talent to new heights—apply today and make your mark in the future of remote finance!