SMB Tax Preparer
Please note: We are not currently accepting applications from candidates residing in CA, NY, CO, or IL.
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Schedule: ~30 hours/week (set weekly schedule) with optional extra hours during peak season
Location: Remote (company equipment provided)
Team: Fully remote, based out of central WI
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Why Sidekick
We empower small business owners understand their numbers and make confident decisions. If you love clean workpapers, accurate returns, helping others be successful, working as a team, and clear client communication, you’ll fit right in.
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What You’ll Do
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Prepare returns: 1040s (including Schedules C & E), 1065, 1120, 1120S, and occasional 990s in TaxAct
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Review & reconcile: Assess client paperwork, identify gaps, and request missing information
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Document rigor: Work fully paperless, name/file correctly by client/year, and keep notes complete
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Workflow tracking: Update statuses and tasks in Podio; keep deadlines visible and current
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Client communication: Meet/advice as needed; capture notes and follow-ups in the system
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Tax notices & planning: Draft responses to tax authorities and support implementation of planning items
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Team engagement: Join weekly/monthly meetings prepared; collaborate with operations and tax teammates
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What You Bring:
Must-haves
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3+ years preparing 1040 (C/E), 1065, 1120 & 1120S or current EA
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3+ years professional paperless experience using a project management system
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Strong written/verbal communication and a high personal sense of urgency
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Consistent accuracy and attention to detail; follows established processes
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Ability to work a set part-time schedule and attend Mon & Thu 9:00–10:30am CST meetings
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Dedicated, private workspace for confidential work
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Nice-to-haves
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Experience in a small-firm or multi-client environment
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Comfortable translating tax results into plain English for small business owners
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How We Work
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Responsive: Internal replies within 24 hours (Mon–Thu); client replies within 48 hours with next steps
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Status stays fresh: Boards updated same day; nothing sits stale >24 hours
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Accuracy first: Quality checks before submission; clean naming and proper year foldering
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Proactive: We flag risks early and suggest practical fixes
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Pay & Benefits
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$26–$30/hour
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Bonuses, paid time off and paid holidays
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Simple IRA (up to 3% match), dental/vision, supplemental insurance options
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Company-provided equipment, team gifts, and celebrations
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Background check required for the protection of our clients and team.
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Our Values
Integrity • Consistency • Communication • Flexible Innovation • Proactivity • Family First • Positivity • Empowerment • Being a Sidekick • Self-Care/Life Balance
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How to Apply
Email hr@sidekick-accounting.com with:
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A short cover note sharing why part-time fits you right now
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Salary requirements
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Current resume
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Equal Opportunity Employer. We recruit, employ, train, and promote without regard to any protected characteristic. Electronic applications only, no phone calls, please.
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Job Type: Part-time
Pay: $26.00 - $30.00 per hour
Work Location: Remote





