Position Summary The Seasonal Tax Preparation Specialist is a temporary position for an initial three-month period, with potential for extension, responsible for preparing accurate and timely individual and corporate U.S. tax returns during peak tax season. Operating in an in-office environment, this role focuses heavily on tax return production and compliance using Drake Software. The position requires a deep understanding of U.S. tax regulations, income statement reviews, and tax liability calculations to perform independently in a fast-paced environment.
Responsibilities:
- Prepare and process individual and corporate U.S. tax returns accurately and efficiently.
- Utilize Drake Software extensively for tax return preparation and filing.
- Review financial records, income statements, and supporting documentation to ensure tax compliance.
- Calculate tax liabilities, identify deductions, and ensure adherence to current U.S. tax laws and regulations.
- Assist with related compliance filings and documentation.
- Identify and resolve tax-related discrepancies independently.
- Maintain accurate tax records in alignment with internal systems and production workflows.
Requirements:
- Strong working experience with Drake Software.
- Deep understanding of U.S. tax laws, compliance, and regulations.
- Solid experience in U.S. tax return preparation during tax seasons.
- Experience reviewing financial records and income statements for tax purposes.
- Ability to identify missing information and resolve tax discrepancies independently.
- Strong understanding of deductions and tax liabilities for both individual and corporate returns.
- Prior experience working efficiently under pressure during peak season in a fast-paced environment.
- Strong time management, detail orientation, and solution-focused problem-solving skills.
Nice to Have:
- Experience with additional tax preparation software platforms or CPA firm workflows.
- Prior experience in a multi-client BPO or shared services environment.
- Active CPA certification, Enrolled Agent (EA) status, or relevant tax credentials.
What Success Looks Like:
- Delivering tax returns accurately and on time during high-volume tax season.
- Solving tax preparation discrepancies independently within scope with minimal repeated instruction.
- Maintaining reliable completion of assigned tax preparation duties.
- Demonstrating a calm, solution-focused, and continuous improvement mindset under tight deadlines.