Straight Tax is a Long Island tax preparation firm serving individuals and small businesses since 2014. We are contracting an experienced independent reviewer to review returns before filing. Job Duties Review individual returns (and business returns as assigned) against source documents before filing Confirm Form 8867 due diligence files are complete Set your own hours and clear the daily review queue: every return submitted by 9:00 PM reviewed by 9:00 AM the next business day Document billable hours in WorkSnaps and join check-in calls as needed Log errors by preparer, give written feedback, and report daily review totals Escalate high risk or complex returns to our Manager Requirements 5+ years of professional tax preparation experience Active

PTIN. NYTPRIN

required unless you are an EA or

CPA AFSP

Record of Completion, EA or CPA Prior experience reviewing other preparers' returns Private, quiet workspace for remote review Windows 10 or 11 computer with Intel i5 or AMD Ryzen 5 or better and at least 16 GB RAM High speed internet of at least 50 Mbps download and 10 Mbps upload, on a password protected private network. No public WiFi Dual monitor setup Headset with microphone for calls Current antivirus software Billable hours documented in WorkSnaps, which records activity and screenshots during tracked time Provide a W-9 and invoice every two weeks Own professional liability (E&O) insurance preferred Available for the full season through April 15 Preferred Bilingual English and Spanish CrossLink software experience Schedule C and Schedule E review experience Pay and Schedule $25.00 to $30.00 per hour, based on credentials and experience, paid on your invoice Contractor supplies own computer, monitors, internet and headset Season completion payment for working through April 15, per your contract Tax season: remote, flexible hours you choose. Volume varies Potential for a year round engagement How to Apply Apply on Indeed and answer the screening questions.

Steps:

phone screen, interview with our Manager, sample return review test, signed contractor agreement.

Pay:

$25.00

• $30.00 per hour Expected hours: No less than 40.0 per week Application Question(s): How long have you held a PTIN? (Less than 5 years / 5 to 9 years / 10 years or more ) How many years of professional tax preparation experience do you have? About how many individual returns did you personally prepare last season
• 2025 tax year ? (Fewer than 100 / 100 to 299 / 300 to 499 / 500 or more) About how many individual returns did you personally prepare
• 2024 season?

(Fewer than 100 / 100 to 299 / 300 to 499 / 500 or more) About how many returns prepared by other preparers did you review last season? (None / Fewer than 100 / 100 to 299 / 300 or more) Which professional tax software have you used? (CrossLink / Drake / TaxSlayer Pro / ProSeries or Lacerte / UltraTax / ATX / TaxAct Pro / Other) Which return types have you reviewed? (EITC and CTC / Schedule A / Schedule C / Schedule D / Schedule E / NY IT-201 or IT-203 / Business returns etc.) How comfortable are you giving written corrective feedback to preparers? Can you review every return submitted by 9:00 PM by 9:00 AM the next business day, January 2027 through April 15? Do you have a Windows 10 or 11 computer with 16 GB RAM or more, dual monitors, a headset, and internet of at least 50 Mbps down and 10 Mbps up? Will you document your billable hours in WorkSnaps, which records activity and screenshots? Are you able to work as an independent contractor, provide a W-9, and invoice every two weeks? Do you speak Spanish? List the three most common errors you catch when reviewing individual returns.

License/Certification:

PTIN / EA / CPA / AFSP

Record of Completion / None (Preferred)

Work Location:

In person