Business Return Workpapers
Senior · Tax Preparation Support · Remote · United States
- Company
- Series B digital health company for dental practices · 51–200 employeesCL-40795 · based in Boston
- Where
- Remote · United States
- Format
- One-off task
- Time needed
- about 7 h in total
- Start
- Starts within 7 days
- Level
- Senior · 5-10 years
- When you work
- Weekday evenings
499 tasks of this type completed on Deftridge
About this task
This Series B digital health company for dental practices (51–200 employees) is looking for a senior Tax Preparation Support for a single piece of work with a fixed scope and a fixed price. Trial balance mapping and schedules for a partnership or corporate return.
The company has a deadline, no one free to own it, and wants a person who has done the same job before. It works in healthcare, so patient data is never part of the task and privacy rules are strict.
The work is fully remote. Any location in United States works, with a few hours of overlap with the team's day. Most people do this on weekday evenings; replies inside the working day are not expected.
What you deliver
- Map a trial balance to a Form 1065 workpaper set and prepare the M-1 and M-2 schedules.
- A final note stating what was checked and what was left out of scope
- One round of edits after the company's review is included
- A 20-minute walkthrough call, or a recorded screen share if you prefer
How the work runs
- Day 1: kickoff call and access to the files
- Days 2 to 6: the work, with questions answered the same day
- Last day: delivery and a short walkthrough
Duration: 1 to 2 weeks. Accepted on the company's written OK. If something is missed, you fix it in the same week at no extra charge to either side.
Tools
Who fits
- 5-10 years of hands-on work as a Tax Preparation Support, or the equivalent mix of roles
- Comfortable working in UltraTax and Excel
- A professional qualification is required for any sign-off; the company keeps the final signature, you prepare and review.
- Your own work history stays private; the company sees a first name, your field and a rate
Nice to have
- A habit of asking one clarifying question early rather than five late
- Has worked with a distributed team across time zones
Not included
- Anything that needs a signature in your own name unless the brief says so
- Managing other contractors or employees
- A signature or opinion in your own name: sign-off stays with the company
How you get paid
- The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
- Deftridge pays you in USD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
- You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
- You never chase the company. Questions about money go to Deftridge.
What happens after you say you're interested
- Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
- You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
- With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
- StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.
What the company sees about you
First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.
- Experience
- 5-10 years in finance & accounting
- Tools
- UltraTax, Excel
- Offers
- 7 hours in total, weekday evenings
- Rate
- $94 an hour, agreed with the recruiter
How this rate compares
The midpoint of this range, $94 an hour, is above the median senior Tax Preparation Support rate in the United States ($90). The shaded band is the 25th to 75th percentile of the market.
All Tax Preparation Support jobs in United States · Tax Preparation Support rates in United States · Finance & Accounting jobs
Questions about pay and privacy
The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.
CL-40795 is the Deftridge code for this company. Its name is shared only after you agree to an introduction, and you decide whether to go ahead.