151 Tax Reporting jobs in the United States

Job Description

We are looking for a proactive and detail-oriented Tax Preparation & Resolution Assistant to join our growing startup. This is a part-time role with the potential to expand as our business continues to grow. The ideal candidate will have a strong interest in tax resolution, excellent organizational skills, and the flexibility to take on a variety of tasks.

Responsibilities:

• Assist with preparing and reviewing individual and business tax returns
• Support tax resolution cases by gathering documents, organizing client data, and tracking case progress
• Perform accurate data entry in Excel, tax software, and client portals
• Upload and manage forms within the IRS portal
• Use IRS-approved software to pull and analyze transcripts
• Conduct light research to support tax resolution strategies and compliance needs
• Greet and communicate clearly with clients, maintaining professionalism and confidentiality
• rovide general administrative and office support as needed

Qualifications:

• Active PTIN required (or willingness to obtain before hire)
• Strong data entry and organizational skills
• Proficiency in Excel and ability to learn new systems quickly
• Excellent communication skills, both written and verbal
• Detail-oriented with the ability to handle sensitive financial information responsibly
• Interest in developing expertise in tax resolution
• Prior experience in tax preparation, administrative support, or customer service is preferred but not required

Why Join Us:

• Grow alongside a startup with established clients and contracts
• Gain hands-on experience in both tax preparation and resolution
• Flexible part-time schedule with room for growth into a larger role
• Collaborative and supportive team culture where your contributions make a direct impact

Job Types: Part-time, Temporary

Benefits:

• Flexible schedule
• License reimbursement
• On-the-job training
• Volunteer time off

Experience:

• Tax: 3 years (Required)

License/Certification:

• PTIN (Required)

Job Description

Looking for an experienced tax return preparer to help out this tax season. The job will include preparation of primarily individual tax returns and some bookkeeping for clients as well using QuickBooks.

Looking for a qualified person only who has previous tax return preparation experience and am open to either part-time or per diem which could lead to a full-time position for the right candidate.

We are a small accounting and tax firm in North Haledon, NJ with four employees, but we handle a lot of clients especially during tax season. We work longer hours in tax season (mid January to April 15th), but much less outside of tax season.

We are a small accounting and tax firm in North Haledon, NJ with four employees, but we handle a lot of clients especially during tax season. We work longer hours in tax season (mid January to April 15th), but much less outside of tax season.

Job Description

Locations: Remote

Job Description

FITS Consulting – Business Analyst Opportunity

FITS Consulting is seeking skilled Business Analysts with a strong background in the brokerage and investment industry. The ideal candidate will have proven experience supporting Tax Operations and Reporting systems, including expertise in Cost Basis calculations.

This role offers the opportunity to contribute to impactful projects while working within a collaborative and professional environment. At FITS Consulting, we are committed to fostering growth and excellence, and we welcome professionals who are ready to advance their careers with us.

Responsibilities

• Work with Cost Basis and Tax Reporting business teams to ensure systems implemented or modified meet departmental requirements.
• Perform gap analysis to determine current/future state and process flows.
• Define and document business requirements (BRD).
• Establish and maintain communication with client business and technical groups regarding progress of conversion/implementation.
• Work with Project Office groups monitoring and reporting milestone and planned activities.
• Participate Mock and Parallel conversion testing activities.
• Ensure the testing and training process are running smoothly.

Qualifications

• 5+ years of brokerage/wealth management industry experience.
• 4+ years experience supporting cost basis systems and processing.for customer tax statements, (Maxit, Wolters Kluer Gainskeeper, Apex Silver, FIS Tax Reporting Suite).
• 3+ years experience utilizing one or more of the following brokerage systems: (BetaNXT Beta, FIS Phase 3, Scivantage Maxit)
• Prior experience on large scale wealth management system implementations.
• Successful track record for completing projects tasks under tight deadlines.
• Extensive client facing and problem-solving experience.
• Excellent communication skills and strong documentation and presentation experience.
• Traditional Business Analyst experience including (documenting current and future state, cross functional flows, developing/modifying business requirement documents, user acceptance testing).
• Proficient in all Microsoft applications, especially Excel and SQL.
• Experience in Agile teams.

FITS Consulting is an Equal Opportunity/Affirmative Action Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Job Description

PART TIME INCOME TAX PREPARER FAMILIAR WITH QUICKBOOKS SOFTWARE AND EITHER TURBO TAX OR PROSERIES TAX PREPARATION SOFTWARE. INVOLVES MEETING WITH CUSTOMERS TO GATHER DOCUMENTS TO PREPARE THE TAX RETURNS. IDEAL FOR RETIRED ACCOUNTANT. PERMANENT PART TIME POSITION. HOURS DURING TAX SEASON INVOLVE EVENINGS AND SATURDAYS WITH APPROXIMATELY 30 HOURS WEEKLY. OUTSIDE OF TAX SEASON 15-20 HOURS WEEKLY.

Job Description

At-a-Glance:

Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Tax Operations Compliance Reporting Specialist.

Position Type:
Contract
Hybrid (Minimum of 3 days on site per week).

Required:

• Bachelor’s Degree
• Prior experience in the Financial Industry is highly preferred.a
• Understanding of client service, process controls, with the ability to learn internal systems quickly
• Superior Communication Skills, both oral and written.
• Tax knowledge related to year-end tax reporting for 1099s and 1042-S forms
• Highly skilled in customer service, ability to work independently
• Soft skills as they will be on the phones with FA/CSA’s
• Eagerness to learn and ability to analyze issues and escalate
• Ability to work independently well within a team environment.
• Excellent Time Management, Interpersonal, and Problem-Solving Skills.
• Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.

Responsibilities:

• Assists Financial Advisors via calls and Case Management tickets that are sent to Tax Ops-Assist in reviewing Year End Processing, Mass corrections, IRS Files, Reclasses
• Process daily reconciliation and ad hoc break report reviews
• Assist in creating and reviewing audit procedure documentation
• Knowledge in IRS Chapter 3 & 4 NRA and FATCA regulations
• Knowledge of withholding and reporting
• Must be familiar with the various types of client

Job Description

In-office bookkeeping & tax data entry for many different Individuals and Businesses.

General Accountabilities

• Checks figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
• Classifies, records, and summarizes numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
• Debits, credits, and totals accounts.
• Receives, records, and banks cash, checks and vouchers.
• Complies with federal, state, and company policies, procedures, and regulations.
• Compiles statistical, financial, accounting, or auditing reports and tables of cash receipts, expenditures, accounts payable and receivable, and profits and losses.
• Reconciles or notes and reports discrepancies found in records.
• Examines accounts and records and computes taxes owed according to prescribed rates, laws, and regulations.
• Completes forms for tax returns.
• Advises management regarding effects of business activities on taxes, and on strategies for minimizing tax liability.
• Ensures that organization complies taxing authority requirements.

Total Tax Services is an established business. Small office setting, but with a great team who all help and work together. There are many areas to learn and grow. The position does have busy, fast-paced times and also slower, quieter seasons, but the position is a year around job.

Total Tax Services is an established business. Small office setting, but with a great team who all help and work together. There are many areas to learn and grow. The position does have busy, fast-paced times and also slower, quieter seasons, but the position is a year around job.

Job Description

WHY JOIN TAXRISE?

At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.

ABOUT THE ROLE
The Tax Preparation Assistant will assist tax professionals by organizing and recording incoming correspondence, handling Power of Attorney (POAs), and ensuring comprehensive documentation is forwarded to the tax professionals. Additionally, the Administrative Assistant will play a pivotal role in maintaining organized records, coordinating meetings, and facilitating efficient communication within the team.

We're all about that in-person vibe—this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU'LL BE REWARDED
At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive hourly wage along with growth opportunities and ongoing development.

Hourly rate: $18 – $20 per hour

WHAT YOU'LL DO

• Maintain confidentiality of highly sensitive tax information.
• Process Power of Attorney (POA) requests efficiently and accurately.
• Transcribe important information from various sources to maintain comprehensive records.
• Draft and manage deadlines to ensure timely completion of tasks.
• Receive and manage correspondence from various departments related to clients, IRS, and state agencies.
• Initiate communication with clients via SMS to obtain necessary signatures for documents.
• Answer phones and route calls to the correct tax professional.
• Listen to tax professional voicemails, assign them to designated tax professionals, and update CRM with important notes.
• Collaborate with tax professionals to enhance communication strategies, adapting to individual preferences.
• File and retrieve client records, documents, and reports efficiently.
• Handle third-party

Job Description

Company

Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets.

Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe.

Opportunity for Impact

Taxbit is hiring a Senior Partnerships Manager to lead the development, enablement, growth and expansion of existing tax and information reporting in the United States and internationally. As an Individual Contributor, you will own the success of channel

Job Description

Join Our Team as a Tax Preparation Manager with Ownership Opportunities!

Are you a skilled Tax Manager looking to take the next step in your career? Do you dream of owning your own business and being your own boss? At ATAX, we are offering an exciting opportunity for a Tax Preparation Manager with Ownership Opportunities to join our team.

Job Responsibilities:
As a Tax Preparation Manager with Ownership Opportunities, you will be responsible for overseeing all aspects of our tax preparation services. This includes managing a team of tax preparers, ensuring accurate and timely filings, and creating fanatical fans!
Benefits of Tax Manager Ownership:

• Equity Building: This position offers the unique opportunity to become a part owner of our business. You will have the chance to build equity in the company and share in its success.
• Leadership Influence: As a co-owner, you will have a vested interest in the success of the business and be able to contribute your ideas and expertise to help us grow and thrive.
• Career Control: This is a rare opportunity to take control of your career and create a path to financial independence. You will have the support and resources of our team behind you every step of the way.
• Rewarding Dedication: We believe in rewarding loyalty and hard work, which is why we offer ownership opportunities to our top performers. If you are dedicated, ambitious, and passionate about tax preparation, this could be the perfect career move for you.
• Legacy Building: Joining our team as a Tax Preparation Manager with Ownership Opportunities is more than just a job – it’s a chance to build a legacy and secure your future in the tax preparation industry.

About Us: ATAX is the fastest-growing, full-service national tax preparation and business services franchise, dedicated to serving our local multicultural communities. With the tax preparation services industry valued at $14.4bn in 2023, ATAX offers a significant opportunity for growth and success.

When you become an ATAX Franchise owner, you gain access to an exceptional business plan, platforms, marketing strategies, and support system built by industry icon John Hewitt. Founder of Jackson Hewitt and Liberty Tax Service, John Hewitt brings 55 years of expertise in building robust business practices and mentoring aspiring entrepreneurs.

Learn more about us at Home - ATAX Franchise.
Mission Statement: Having Fun, Improving Lives.
Apply now to join our team and start your journey towards business ownership and success