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.