Estimated Tax Payment Calculation (Excel)
Senior · Tax Preparation Support · Remote · United States
- Company
- Series A lending platform for marketplaces · 51–200 employeesCL-60421 · based in Simi Valley
- Where
- Remote · United States
- Format
- One-off task
- Time needed
- about 3 h in total
- Start
- Starts within 7 days
- Level
- Senior · 5-10 years
- When you work
- Evenings or weekends
The company is already looking at 5 profiles for this task. It is still open: new profiles are added to the shortlist until the company decides.
11 professionals have asked about this task225 tasks of this type completed on Deftridge
About this task
This Series A lending platform for marketplaces (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. Calculates quarterly estimates and safe-harbour amounts.
It is a self-contained job: scope, checklist and price are agreed before you start. It operates in regulated payments and lending, so a written trail for every decision matters.
The work is fully remote. Any location in United States works, with a few hours of overlap with the team's day. Evenings or weekends are fine, as long as the agreed weekly output is there.
What you deliver
- Compute Q4 estimated payments for a sole proprietor using the prior-year safe harbour and current-year income.
- 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 4: the work, with questions answered the same day
- Last day: delivery and a short walkthrough
Duration: 1 to 2 weeks. Accepted when the output matches the agreed checklist and the sample check passes; the recruiter confirms by e-mail.
Tools
Who fits
- 5-10 years of hands-on work as a Tax Preparation Support, or the equivalent mix of roles
- Comfortable working in Excel and Lacerte
- 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
- Comfortable explaining numbers or decisions to a non-specialist reader
- Used to short written handovers
Not included
- Work outside the scope written in the brief; extra items are quoted separately
- Travel or work at a fixed location
- 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
- Excel, Lacerte
- Offers
- 3 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-60421 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.