Tax Preparer, Individual Income Tax (Form 1040), TY2025 (EA/CPA)
Role Type
Contractor
Location
US, Remote
Our team is engaging Enrolled Agents and CPAs who actively prepare individual returns to participate in a project supporting a customer. In this role, you’ll apply your hands-on preparation expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required. Your domain knowledge is what matters.
Scope of Work
• Prepare complete federal individual returns (Form 1040) from scratch under TY2025 rules, working through the worksheets, phase-outs, limitations, and carryovers by hand.
• Write clear, concise preparer notes explaining how each figure on the return was derived, so that every number can be traced and reproduced.
• Build realistic, self-contained tax scenarios involving complex returns, including self-employment, partnership and S-corporation K-1s, investments, and credits, specifying facts, dates, filing status, and expected results.
• Review and evaluate AI-generated returns and computations for accuracy and completeness, flagging errors by severity (critical, secondary, minor).
• Identify ambiguities, exceptions, and conflicts in the law or IRS guidance, and document them in structured written feedback within the digital review platform.
• Experts and Adjudicators: strengthen and audit scenarios and reviews, and resolve disputed outcomes (see levels below).
Required Qualifications (all levels)
• Active EA or CPA who currently prepares individual (1040) returns.
• 3+ tax seasons on complex returns (Schedule C, K-1s, investments, credits), not mainly W-2 returns.
• Fluency in TY2025 rules.
• Ability to compute a full return by hand (worksheets, phase-outs, carryovers) and explain each number in clear written notes.
• Strong written communication, with an emphasis on clarity, objectivity, and reproducibility.
Levels
• Contributor: Meets the required qualifications above.
• Expert: 5+ tax seasons. Able to audit and strengthen scenarios, making a task harder without making it vague. Trainer, reviewer, or QC background preferred. A careful, independent preparer who builds the return from scratch.
• Adjudicator: 10+ years with review or sign-off responsibility. IRS exam, representation, or QC partner background preferred.
Preferred Experience (specialty areas)
• Foreign tax credit and K-1 reporting
• Small business: Schedule C, Section 179, QBI deduction
• Investments and capital gains
• Energy and education credits
Skills mentioned
individual income tax preparation (form 1040)tax law expertise (ty2025 rules)complex return preparation (schedule c, k-1s, investments, credits)federal tax computation and analysiswritten communication (clarity, objectivity, reproducibility)
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