Remote Tax Preparer Job in NYC (Remote Position)

Introduction: Shape Your Future in Remote Tax Expertise

Are you a detail-oriented professional with a passion for numbers and tax law? Do you thrive in a flexible, virtual environment where your expertise directly contributes to client success? As a Remote Tax Preparer, you will join a forward-thinking team that values accuracy, efficiency, and proactive problem-solving. This is your opportunity to help individuals and businesses navigate complex tax requirements while developing professionally from anywhere in NYC.

With an annual salary of $69,561, this position offers an ideal combination of competitive compensation and professional autonomy. You'll become an integral part of a team dedicated to financial excellence and client satisfaction—all from the comfort of your home.

Key Responsibilities: Impact That Goes Beyond Numbers

As a Remote Tax Preparer, you'll play a critical role in maintaining tax compliance and optimizing returns for a diverse clientele. Your day-to-day tasks will directly support financial transparency and strategic planning:

Tax Preparation and Compliance

• Prepare and file individual, business, and trust tax returns in compliance with federal and state tax codes.
• Review client financial data to ensure complete and accurate documentation
• Utilize remote tax filing platforms to process and submit returns efficiently

Client Communication and Support

• Offer tax-saving strategies and personalized consultations via video calls or secure messaging.
• Answer tax-related inquiries with clarity and professionalism
• Maintain client confidentiality and handle sensitive financial information with care

Audit Assistance and Research

• Assist clients with IRS correspondence, audits, or compliance issues
• Conduct ongoing tax law research to stay current with federal and state changes
• Document findings and update internal knowledge bases

Collaborative Problem Solving

• Coordinate with remote accounting teams to cross-check data and implement quality control measures.
• Offer feedback on digital tax tools and suggest improvements for workflow efficiency.y

Work Environment: Your Office, Your Terms

This position is entirely remote, designed for high-performing individuals who seek a balance between productivity and personal life. Whether you're stationed at a home office or a coworking space, you'll work independently while remaining virtually connected to a collaborative support network.

What You Can Expect:

• Structured yet flexible working hours during standard Eastern Time business hours
• Cloud-based systems and real-time collaboration tools for seamless communication
• Performance-driven culture with transparency and mutual respect
• Regular virtual team meetings, training sessions, and skill-sharing forums

Tools and Technology: Tax Tech at Your Fingertips

We believe in working smarter with the best digital tools that enhance accuracy and speed. As part of our tax team, you’ll gain access to industry-leading platforms that optimize every phase of the tax process:

• Drake Tax, ProConnect, or UltraTax CS for return preparation
• QuickBooks Online and Xero for client bookkeeping and financial insights
• SecureDrop or SmartVault for document management
• Zoom, Slack, and Trello for remote communication and task tracking

Our cloud-based infrastructure ensures all systems are accessible, secure, and always up to date.

Qualifications: Who Thrives in This Role

The ideal candidate is a self-starter who is passionate about tax services and remote work efficiency. Your attention to detail and love for problem-solving will be invaluable in this role.

Required Qualifications:

• Minimum of 2 years of experience preparing U.S. federal and state tax returns
• Bachelor's degree in Accounting, Finance, or a related discipline (or equivalent work experience)
• Active PTIN (Preparer Tax Identification Number)
• Proficiency in remote tax software platforms and cloud-based bookkeeping tools
• Strong written and verbal communication skills

Preferred Skills:

• Enrolled Agent (EA) or CPA designation is a plus
• Familiarity with self-employment, small business, and freelance tax scenarios
• Experience managing multiple client files in a paperless environment
• Consistent history of meeting deadlines and handling tasks with agility to client requests

Career Development: A Path Toward Tax Leadership

We believe that professional growth is an ongoing journey. As part of our remote tax team, you’ll gain access to mentorship programs, continuing education stipends, and opportunities for upward mobility.

Growth Highlights:

• Annual performance reviews with salary growth opportunities
• Sponsorship for EA or CPA exam preparation and licensing
• Access to tax webinars and virtual accounting workshops
• Opportunities to lead projects and mentor junior preparers

Why This Role Matters: More Than Just Filing Returns

This is not just another remote job—it’s an opportunity to empower people financially. Your expertise will guide individuals and small businesses to maximize deductions, avoid penalties, and plan better for the future. Every return you file contributes to a broader mission: enabling our clients to thrive in an increasingly complex financial landscape.

What You’ll Gain: Benefits That Add Up

We go beyond the basics to support your personal and professional well-being. Enjoy a competitive compensation package alongside additional perks:

• Work-from-home stipend for office setup
• Flexible PTO and paid holidays
• Health, dental, and vision coverage
• Annual learning and development allowance
• Access to virtual wellness programs

Call to Action: Apply and Build Your Remote Tax Career

Are you ready to grow your tax expertise while working from the place you feel most productive? Do you envision a career where your financial acumen helps real people make smarter money decisions? If so, this is the perfect role for you.

Step into your future—apply today to become our next Remote Tax Preparer and make your mark from anywhere in NYC. Your next career chapter starts here.