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Urgent! Tax Clerk (Individual or Business Tax) WFH Position in Capital District - CallTek

Tax Clerk (Individual or Business Tax) WFH



Job description

Tax Clerk (Individual or Business Tax) WFH

We're restructuring our tax team from siloed, CPA-heavy workflows to a more scalable, pod-based model.

We're hiring two experienced Tax Clerks —one focused on individual tax and the other on business tax.

This is a great opportunity for someone with 3-5 years of hands-on U.S. tax preparation experience who thrives in a fast-paced, detail-oriented environment.

You'll be supporting licensed CPAs by handling tax prep, reconciliations, and documentation—freeing them to focus on review and strategy

Key Responsibilities

  • Prepare individual tax returns (Form 1040 and supporting schedules)
  • Reconcile W-2s, 1099s, K-1s, and investment summaries
  • Summarize brokerage and capital gains activity
  • Organize digital workpapers with clear references
  • Assist with e-filing, extensions, and client documentation

Business Tax Clerk

  • Prepare partnership and corporate tax returns (Forms 1065, 1120, 1120S)
  • Generate and reconcile partner/shareholder K-1s
  • Tie out accounting file balances to tax return inputs
  • Prepare fixed asset schedules and depreciation entries
  • Assemble complete workpaper packages for CPA review

Requirements

  • 3-5 years of U.S. tax preparation experience (individual or business)
  • Solid understanding of U.S. tax forms and workflows
  • Detail-oriented with strong self-review habits
  • Ability to work independently and meet remote deadlines
  • Familiarity with CPA firm tax support roles and processes

Job Type: Full time

Schedule: Monday to Friday 8:00am 5:00pm EST

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Accounting/Auditing and Finance

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Required Skill Profession

Management & Operations



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