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