Seasonal Senior Tax Preparer

Company: Carlee J Perez, PCA, PC
Location: Austin
Posted on: February 18, 2026

Job Description:

Job Description Job Description POSITION: Seasonal Senior Tax Preparer COMPANY: Carlee J Perez, CPA, PC REPORTING TO MANAGING PARTNER: Carlee Perez STATUS: contractor (1099) COMPENSATION: $50 per hour, depending on experience LOCATION: Remote role with possibility for occasional in-person meetings; Austin, Texas - area candidates preferred REQUIRED CREDENTIALS: Active PTIN; CPA preferred but not required PREVIOUS EXPERIENCE REQUIREMENT: Minimum of 5 years’ experience preparing individual and business tax returns. CPA designation is a plus but not required. INTENDED START DATE: Monday, February 16th, 2026 through Friday, April 17th, 2026; potential for August 17th through October 16th as well. WORK HOURS: Depending on need, minimum of 40 hrs and not to exceed 65 hrs a week WORK LOCATION REQUIREMENTS All work “at home” must be completed using secure equipment and following all requirements on our WISP document. The company will provide a computer for work use, and it must remain in a locked and secure location when not in use.Employees will be required to sign and adhere to a Secure Work Location Agreement as a condition of employment. The company provides all necessary equipment for a productive home workspace. A company-issued laptop, dual monitors, a keyboard, and a mouse will be supplied to ensure you have the tools you need to work efficiently and comfortably from your remote environment. ABOUT THE TAX PREPARER POSITION At Carlee J Perez, CPA, PC, we deliver trusted, personalized tax and accounting services with the warmth and close attention of a true family office. With fewer than five team members, our group is approachable, client-first, and always ready to lend a hand—whether it’s backing up a teammate or walking a client through a tricky tax situation. We’re looking for an experienced tax preparer to join us and lead with sharp expertise and real heart. You’ll manage returns, with potential to review basic returns (experience with reviews not required), keep everything accurate and compliant, and offer clear, thoughtful guidance to clients year-round. The perfect fit brings deep tax know-how, loves working as part of a tight-knit group, and takes pride in work that builds lasting client trust. The core competencies of this role are tax expertise, accuracy attention to detail, software proficiency, client relationship management, team collaboration and time management. YOU ARE PERFECT FOR CARLEE J PEREZ, CPA, PC IF… You have 5 - 7 years preparing complex 1040s and business tax returns (1065, 1120-S and 1120). You’re comfortable with multi-state returns, Section 1031 exchanges, real estate investors, QBI, passive activity rules, S-corp basis, and the like; experience with trusts (1041) or gift and estate taxes are a bonus. Your PTIN has stayed active for the past 5 years. You’re confident reviewing returns prepared by others and catching what matters—ensuring accuracy, consistency, and quality without overcomplicating the process. You can run your own schedule, hit deadlines, and keep things accurate—without re-doing a whole return or sweating tiny stuff (like a $2–$5 difference or travel vs. office supplies). You know what really matters: you focus on the big picture, catch missed deductions or credits (did we get that loan interest?), and keep returns strong without chasing perfection. You love a small, family-style team: pitching in, staying flexible, helping clients, and jumping in wherever needed—including those sometimes long weekends during tax season. You build accountability, streamline how we work, and keep the vibe positive and supportive. Important: We do zero audits or assurance work—if that’s your background, this isn’t the fit. We’re all about tax. RESPONSIBILITIES TAX PREPARATION Prepare accurate, moderate to complex individual income tax returns (1040s), moderate to complex business tax returns (1065, 1120S and 1120), Trust returns (1041), Gift Tax returns (709), and other specialty filings as required. Perform some reviews of individual and business tax returns prepared by other team members, ensuring accuracy and compliance. Conduct research on tax-related questions or issues, identifying and implementing appropriate solutions. Handle sensitive and confidential client data securely and in accordance with company policies, including if working in a secure, private home office. Manage tasks efficiently to meet deadlines, especially during the intensity of tax season. Be adaptable to the increased demands of tax season, including longer hours when necessary. Potential to take on special projects throughout the year, applying your tax expertise, organizational skills, and problem-solving abilities to help the firm grow, improve processes, or support unique client needs. Ask clarifying questions to ensure understanding and accuracy in your work. Maintain a high level of professionalism and emotional intelligence in all interactions. Communicate effectively with internal team members to deliver quality service, even when client-facing contact is limited. Balance serious, detail-oriented tasks with contributing to a positive and supportive team culture. Be responsive via phone and Microsoft Teams during work hours. MAIN SYSTEMS WE USE Experience using these systems is not a requirement. Quickbooks Intuit ProConnect ProSystems Fx Office 365 CULTURE & VALUES Our culture emphasizes genuine care for clients, team, and work quality. At Carlee J Perez, CPA, PC, we deliver personal touch with professional precision. Client-Focused Service We partner with clients, understanding goals, anticipating needs, and tailoring financial solutions. Collaboration Team Support Great work stems from mutual success; we share knowledge and support clients and colleagues. Integrity Accountability Trust drives us—we uphold ethical standards, accuracy, transparency, and confidentiality. Commitment to Excellence Details matter; we deliver careful, accurate work in returns and complex advice. Personal Connection Long-Term Relationships We build approachable, responsive ties with clients, colleagues, and community. ABOUT CARLEE J PEREZ, CPA With over 23 years in Finance & Accounting roles, Carlee has built a wealth of experience, including 10 years in public accounting and tax accounting, but also 10 years in the private realm while serving as a Finance Director for a top tier architecture firm and a Vice President for a regional engineering firm. Carlee graduated from the University of the Incarnate Word and is a CPA licensed in Texas. On the weekends, you will find her cheering on her daughter playing college softball, hiking & biking somewhere around Austin, doing CrossFit or cooking. APPLY HERE prior to December 29th, 2025. Application link: https://form.typeform.com/to/dK9yRoCc Please note: The role requires a background check prior to hiring. After being hired, this role requires signing an NDA as well as a non-compete. You will be required to sign a WISP document ensuring your home security systems are set up and up to date, related to network use, privacy, computer/ IT Security, Mobile Device Security, Handling & security of Client/Firm Documents, etc. hc213540

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