Tax Preparer, Individual Income Tax - Remote

Job Description: Tax Preparer – Individual Income Tax (Form 1040), TY2025 (EA/CPA)

Role Type: Contractor
Location: Remote – United States

About the Role

We are seeking experienced Enrolled Agents (EAs) and Certified Public Accountants (CPAs) who actively prepare individual income tax returns to contribute to an AI training and evaluation project.

In this role, you will apply your practical tax preparation expertise to prepare complex individual tax returns, develop realistic tax scenarios, and evaluate AI-generated tax computations for accuracy and completeness.

No prior AI experience is required. Your professional tax knowledge and hands-on preparation experience are what matter.

Key Responsibilities

1. Prepare complete federal individual income tax returns (Form 1040) from scratch under Tax Year 2025 (TY2025) rules, including relevant worksheets, phase-outs, limitations, and carryovers.
2. Write clear and concise preparer notes explaining how each figure on the return was calculated, ensuring every amount is traceable and reproducible.
3. Develop realistic, self-contained tax scenarios involving complex returns, including self-employment income, partnership and S-corporation K-1s, investments, and tax credits.
4. Specify relevant facts, dates, filing status, and expected results for each tax scenario.
5. Review AI-generated tax returns and calculations for accuracy and completeness, identifying and classifying errors as critical, secondary, or minor.
6. Identify ambiguities, exceptions, and conflicts in tax laws or IRS guidance, documenting findings through structured written feedback.
7. For Expert and Adjudicator levels, strengthen and audit scenarios, review submitted work, and resolve disputed outcomes.

Required Qualifications

1. Active Enrolled Agent (EA) or Certified Public Accountant (CPA) credential.
2. Current hands-on experience preparing individual income tax returns (Form 1040).
3. Minimum of 3 tax seasons of experience handling complex returns involving Schedule C, K-1s, investments, and tax credits.
4. Strong working knowledge of Tax Year 2025 (TY2025) tax rules.
5. Ability to independently calculate complete tax returns, including worksheets, phase-outs, limitations, and carryovers.
6. Ability to explain tax calculations through clear, accurate, and well-documented preparer notes.
7. Excellent written communication skills, with an emphasis on clarity, objectivity, and reproducibility.

Originally posted on Himalayas