Mytaxteam is a people-first company based in Seattle, WA, recognized for our expertise in tax planning, compliance, and strategy. We work with a diverse client base—photographers, digital marketers, architects, consultants, and other professionals—many of whom are solopreneurs operating as Sole Proprietors or S Corps.
At Mytaxteam, we prioritize the well-being of our team members, recognizing that exceptional work comes from a supportive and balanced work environment. We strive to minimize the long hours often associated with tax season through efficient processes, proactive planning, and a collaborative culture. Our mission is to deliver high-quality service while ensuring a healthy work-life balance for our employees.
Position Details
• Type: Part-Time (Contract)
• Hours: 24 hours/week to start, with potential for additional hours or transition to full-time
• Location: Preference for Seattle, WA, or New York; open to fully remote within the US for the right candidate
• Compensation: $30–$45/hour (commensurate with experience)
• Start Date: Flexible; ideally within 2–4 weeks
Client Service Responsibilities
• Conduct detailed reviews of individual and business tax returns, with a strong focus on S Corps, Schedule C clients, and small businesses.
• Ensure compliance with S Corp-specific requirements, including reasonable compensation, shareholder distributions, and payroll filings.
• Serve as the primary point of contact for client inquiries, ensuring timely, professional, and actionable guidance.
• Conduct client-facing video calls to discuss tax return reviews, projections, and other tax-related matters.
• Review and provide input on quarterly and year-end tax projections to help clients optimize their tax strategies.
• Oversee and approve extension filings, ensuring compliance with deadlines and federal/state regulations.
• Maintain organized and secure documentation for all client-related interactions and filings.
Team Responsibilities
• Provide constructive feedback to preparers on corrections or improvements to enhance accuracy and efficiency.
• Collaborate with team members to resolve complex tax scenarios and implement innovative solutions for clients.
• Recommend and assist in implementing process improvements to streamline the tax preparation and review workflow.
• Actively support the team’s proactive planning to reduce the workload during tax season.
Required Qualifications
Experience:
• 6+ years in tax preparation with review, with significant expertise in S Corps, including reasonable compensation analysis and compliance.
• Strong familiarity with Schedule C clients and small business tax filings.
• Proven ability to manage complex tax scenarios for individuals and businesses.
• Certifications: Active PTIN (Preparer Tax Identification Number); CPA or EA required.
• Software Proficiency: Required: Lacerte, Adobe, Microsoft Excel, G Suite, Preferred: TaxDome.
• Tax Knowledge: In-depth understanding of federal and multi-state tax laws, including S Corp-specific compliance requirements, deductions, and payroll filings.
• Confidentiality: Demonstrated ability to handle sensitive client information with discretion and maintain the highest standards of confidentiality.
• Communication Skills: Exceptional written and verbal communication skills. Ability to conduct clear, professional client interactions via video calls.
Preferred Qualifications
• Experience reviewing tax returns for Partnerships, S Corps, and multi-state filings.
• Familiarity with Washington B&O taxes or similar state-specific compliance requirements.
• Knowledge of IRS correspondence and tax resolution procedures.
How to Apply
If you meet the qualifications, email your resume to [email protected] and write 2 original paragraphs: one introducing yourself to us, and another explaining why this job appeals to you. No cover letters.
We look forward to hearing from you.
Job Types: Part-time, Seasonal, Contract
Pay: $30.00 – $45.00 per hour
Expected hours: No less than 24 per week
Benefits:
• Flexible schedule
• Work from home
Schedule:
• Monday to Friday
• Weekends as needed
Work Location: Remote