Overview
Join a dynamic tax team as a vital support pillar, managing the administrative aspects of tax return extensions and filings to ensure total accuracy and deadline compliance. This role is ideal for an organized professional with Intuit ProConnect expertise who thrives in a fast-paced environment while maintaining clear communication with clients and internal teams. By handling a diverse portfolio of federal and state filings, you will deliver high-level service and precision within a professional CPA setting.
Schedule:
- Mondays to Fridays, 10:00 am to 7:00 pm, Pacific Time (Los Angeles, CA), with 1-hour unpaid break
Responsibilities
- Prepare and file federal, state, and local tax return extensions for individual, corporate, partnership, trust, and estate clients
- Track and monitor extension deadlines to ensure timely submissions across all jurisdictions.
- Communicate with clients and internal teams to gather necessary information for extension preparation
- Maintain and update the firm’s tax management systems, tracking logs, and workflow tools.
- Coordinate with tax preparers and managers to ensure all documentation and payments align with compliance requirements
- Assist with processing tax payments, verifying electronic filing acknowledgments, and maintaining accurate records
- Support general tax administrative functions such as e-filing, document management, and correspondence handling during busy seasons
- Ensure confidentiality and compliance with firm policies and IRS regulations
Requirements
- Must have: 2+ years of hands-on experience with Intuit ProConnect
- 2+ years of experience in tax administration, processing, or support within a CPA firm or tax department
- Direct experience filing Form 1120, 1120-S, and 1065 tax returns
- Strong understanding of tax filing deadlines, extension procedures, and related compliance requirements
- Excellent organizational skills and attention to detail; able to manage multiple deadlines simultaneously
- Proficiency in tax and workflow software
- High level of professionalism when dealing with high-net-worth clients and sensitive information
- Strong communication skills—both written and verbal
- Proficient in Microsoft Office Suite (Excel, Word, Outlook)
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Health Insurance Coverage for eligible locations
Note:
- Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.