Individual Return Workpapers · Healthtech
Specialist · Tax Preparation Support · Remote · United States
- Company
- Series A healthcare services group for elder care · 51–200 employeesCL-51430 · based in Wheeling
- Where
- Remote · United States
- Format
- Task bundle
- Time needed
- 8–12 h a month
- Start
- Starts within 7 days
- Level
- Specialist · 2-5 years
- When you work
- Flexible hours, async1 h a week overlap with ET
1,444 tasks of this type completed on Deftridge
About this task
This Series A healthcare services group for elder care (51–200 employees) is looking for a specialist Tax Preparation Support for a monthly bundle of recurring tasks, 8–12 h a month. Collects source documents and prepares workpapers for review.
The company wants one reliable owner for a list of small jobs instead of five different people. 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. You choose your hours; nothing is scheduled except an occasional short call. About 1 hour a week should overlap with the team's day (ET).
What you deliver
- Prepare workpapers for 8 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
- The monthly list of items completed, each with a link to the result
What a month looks like
- Week 1: intake call and a list of what is due this month
- Weeks 2 and 3: items completed in short sessions
- Week 4: month-end summary and the list for next month
Duration: 12 weeks, with a monthly hours cap. Accepted when the company contact confirms the deliverable against the written checklist. One round of edits is included.
Tools
Who fits
- 2-5 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
- Used to short written handovers
- Has worked with a distributed team across time zones
Not included
- Managing other contractors or employees
- Anything that needs a signature in your own name unless the brief says so
- 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
- 2-5 years in finance & accounting
- Tools
- CCH Axcess, Lacerte, Excel
- Offers
- 10 hours a month, weekday evenings
- Rate
- $73 an hour, agreed with the recruiter
How this rate compares
The midpoint of this range, $73 an hour, is above the median specialist Tax Preparation Support rate in the United States ($70). 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-51430 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.