Tax Preparer (Part-Time | Remote | Seasonal)

Position: Tax Preparer (Part-Time | Remote | Seasonal)
Location: Remote
Hours: Part-time, seasonal (tax season)
Compensation: TBD
Type: 1099 Subcontractor

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Looking for meaningful tax work with a firm that actually thinks strategically?

Join a small, focused remote team where your attention to detail and technical skills directly impact real clients building real wealth.

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ABOUT US
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At OpenPath Finance, we help business owners, Bitcoiners, and freedom-minded entrepreneurs take control of their finances, reduce their tax burden, and build lasting wealth.

We're not here just to file returns. We work closely with clients year-round to strategically plan their tax and financial operations and ensure those plans are reflected in their books and filings. We care about the details because they drive real results.

We're a small, focused team that values thoughtful action, steady progress, and full ownership of our work. We're not looking for perfection, but we do look for people who take initiative, ask smart questions, and follow through.

If you're someone who pursues purpose, embraces growth, and wants to contribute to meaningful work with real impact, you'll feel right at home here. Learn more at ---------- .

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ROLE OVERVIEW
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We're hiring a Tax Preparer to join our team during tax season. You'll be assigned a mix of personal and business returns to prepare, and you'll also serve as the first-level reviewer on your teammate's work before anything reaches the firm owner and tax advisor.

The goal is simple: by the time a return reaches the tax advisor for final sign-off, it has been prepared carefully and reviewed thoroughly. His role is a quick final check, not a detailed review. That standard is on you and your teammate to uphold together.

This is a technical, detail-oriented role with real accountability. You'll work independently, manage your own queue, and communicate clearly when something needs escalation.

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RESPONSIBILITIES
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• Prepare assigned U.S. tax returns accurately and on time, including complex 1040s, 1065s, and 1120-S returns
• Perform first-level peer review on teammate's prepared returns before submission to firm owner
• Document review notes clearly so the final reviewer can move quickly and confidently
• Meet turnaround standard: returns must be finalized within two weeks of receiving a completed organizer
• Communicate proactively when client information is missing, unclear, or when a return requires escalation
• Follow firm workflows in TaxDome and prepare returns in Drake

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REQUIREMENTS
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• 5+ years of hands-on U.S. tax preparation and review experience
• Strong technical knowledge of complex Forms 1040, 1065, and 1120-S, 1120
• Experience working remotely for a U.S.-based CPA firm or tax practice
• Proficient in Drake Tax software
• Communicates clearly and professionally in written English -- client-facing communication is a core part of this role, including status updates, document requests, and follow-up questions
• Works independently, meets deadlines, and follows through without being chased
• Available during U.S. business hours, with morning Central Time availability required for weekly team meetings and working sessions with their team pod

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PREFERRED
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• Experience reviewing others' tax work, not just preparing
• Familiarity with TaxDome or similar tax workflow platforms
• Knowledge of Bitcoin, Bitcoin mining, and related tax and accounting considerations

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GROWTH PATH
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This starts as a seasonal, part-time engagement. For the right person, there is a clear path to increased hours, year-round work, and a more senior role within the firm as we grow. We invest in people who take ownership and grow with us.

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HOW TO APPLY
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To apply, click the Apply button and include the following in your message:

1. A link to your resume (Google Docs or Dropbox)
2. A short note -- no more than 2 paragraphs -- on why this role interests you and what kind of tax work you've handled most
3. Answer this question in 3-5 sentences: Describe a time you caught a significant error in a tax return, whether your own or someone else's. What was it and how did you handle it?

We review written responses first. Strong communicators who demonstrate real tax experience will move to the next stage.