Individual Return Workpapers
Manager · Tax Preparation Support · Remote · United States
- Company
- Industrial manufacturer making food packaging · 51–200 employeesCL-58701 · based in Bellevue
- Where
- Remote · United States
- Format
- Task bundle
- Time needed
- 8–12 h a month
- Start
- Starts within 2 weeks
- Level
- Manager · 7-12 years
- When you work
- Evenings or weekends2 h a week overlap with PT
1,445 tasks of this type completed on Deftridge
About this task
This industrial manufacturer making food packaging (51–200 employees) is looking for a manager Tax Preparation Support for a monthly bundle of recurring tasks, 8–12 h a month. Collects source documents and prepares workpapers for review.
The same kind of work comes back every month, so the company prefers one person with an hours cap over ad-hoc requests. It manufactures physical products, and the office team works to month-end and plant schedules.
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. About 2 hours a week should overlap with the team's day (PT).
What you deliver
- Prepare workpapers for 15 individual returns from client documents, with open questions listed for the preparer.
- A running log of open questions, reviewed at the start of each week
- A named list of items moved to next month, so nothing is lost
- A month-end summary with hours used against the cap
What a month looks like
- Start of month: the company shares the items and the priorities
- Mid-month: progress check of 15 minutes
- Month end: hours used against the cap, results and open items
Duration: 6 months, with a monthly hours cap. Accepted after the walkthrough. Edits requested within three working days are part of the price.
Tools
Who fits
- 7-12 years of hands-on work as a Tax Preparation Support, or the equivalent mix of roles
- Comfortable working in CCH Axcess, Lacerte 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
- Experience in a similar industry
- 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
- 7-12 years in finance & accounting
- Tools
- CCH Axcess, Lacerte, Excel
- Offers
- 10 hours a month, weekday evenings
- Rate
- $102 an hour, agreed with the recruiter
How this rate compares
The midpoint of this range, $102 an hour, is above the median manager Tax Preparation Support rate in the United States ($95). 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-58701 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.