Part-Time Tax Specialist / 1040 Preparation Expert

Position Type:

Part-Time, Full-Time during tax season.

Hours:

15-25 hours per week (Flexible scheduling available)

Location:

Hybrid & On-site - Quincy, MA Position Overview We are seeking a detail-oriented and experienced Part-Time Tax Specialist to join our team. The ideal candidate will possess a strong background in accounting and a deep expertise in reviewing individual tax documents and preparing complex Form 1040 tax returns. If you are a numbers person who thrives during tax season (or enjoys keeping those skills sharp year-round) and wants a flexible schedule, we want to hear from you. You'll play a critical role in ensuring accuracy, compliance, and peace of mind for our clients. Key Responsibilities Expert 1040

Preparation:

Accurately prepare and assemble federal and state individual income tax returns (Form 1040), including all relevant schedules (Schedule A, B, C, D, E, etc.).

Document Review & Analysis:

Meticulously review client financial records, W-2s, 1099s, K-1s, and brokerage statements to ensure completeness and accuracy before data entry.

Tax Compliance & Identification:

Identify potential tax credits, deductions, and liabilities to optimize client outcomes while strictly adhering to federal and state tax laws.

Quality Assurance:

Conduct self-reviews and peer reviews of tax returns to eliminate errors and ensure the highest standards of quality.

Client Communication:

Clarify tax data with clients or internal team members in a professional, clear, and empathetic manner.

Qualifications & Skills Experience:

Minimum of 3-5 years of dedicated experience preparing and reviewing individual (1040) tax returns within a public accounting firm or tax preparation service.

Education/Certification:

• bachelor's degree in accounting, Finance, or a related field is preferred. EA (Enrolled Agent) or CPA license is a major plus , but proven hands-on expertise is highly valued. Must have a valid PTIN (Preparer Tax Identification Number) or the ability to obtain one immediately. Proficiency with professional tax software and MS Office. Knowledge of LaCerte a plus. An analytical eye that spots discrepancies that others miss. Ability to explain complex tax concepts in plain English. What's in It for You?

Flexibility:

Choose your hours within a mutually agreed-upon window—perfect for maintaining a work-life balance, semi-retirees, or parents To Apply Please submit your resume and a brief note detailing your experience with 1040 preparation

Pay:

$35.00 - $55.00 per hour

Benefits:

401(k) Flexible schedule

Work Location:

Hybrid remote in Quincy, MA 02169