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 Senior 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 during slower periods of the year.
Qualifications
- Minimum 5 years of experience preparing income tax returns
- CPA or EA preferred
- Strong proficiency with ProSeries tax software
- Experience preparing individual and small business tax returns
- Experience with 1040, 1120S, 1065, and 990 returns
- Experience reviewing bookkeeping records and preparing year-end adjusting journal entries
- Experience working directly with individuals, entrepreneurs, and business owners
- Strong focus on New York and New York Metro area tax returns preferred
- Ability to work independently in a remote environment
- Strong organizational and time-management skills
- Comfortable communicating with clients by video call and email
- Commitment to accuracy, professionalism, and exceptional client service
Responsibilities
Tax Preparation and Review
- Prepare and review individual, business, and nonprofit tax returns
- Review client documentation for completeness and accuracy
- Identify missing information, tax issues, and areas requiring additional attention
- Identify potential tax planning opportunities
- Ensure compliance with applicable federal and state tax laws
- Maintain high standards of accuracy, quality, and professionalism
Client Communication and Service
- Serve as a 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
- 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 through April: Heavier workload during peak tax season
- September through October: Increased workload during extension season
- May through August and November through December: Reduced hours based on firm needs and workload
Expected hours generally range from 15 to 40 hours per week depending on the season.
Compensation
$40 to $60 per hour, based on experience.
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 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.
Pay: $40.00 - $60.00 per hour
Benefits:
- Flexible schedule
- Work from home
Application Question(s):
- How many years of experience do you have preparing income tax returns?
Type: multiple choice
- Which tax returns have you prepared or reviewed?
- Do you have experience with ProSeries tax software?
- Are you comfortable working remotely and communicating with clients by Zoom, Google Meet, and email?
- Are you available for heavier hours during tax season and extension season, with reduced hours during slower periods?
- Are you located in New York, Long Island, or the NY Metro area?
Work Location: Remote
