Tax Preparer, Individual Income Tax (Form 1040), TY2025 (EA/CPA)

What You'll Do7

• Prepare complete federal Form 1040 returns from scratch under TY2025 rules, calculating worksheets, phase-outs, limitations, and carryovers by hand.
• Write concise preparer notes that show how you derived each return figure and allow another reviewer to reproduce the calculation.
• Create self-contained scenarios for complex returns, including self-employment, partnership and S-corporation K-1s, investments, and credits. Specify the facts, dates, filing status, and expected results.
• Check AI-generated returns and calculations for accuracy and completeness, and classify errors as critical, secondary, or minor.
• Record ambiguities, exceptions, and conflicts in tax law or IRS guidance as structured feedback in the digital review platform.
• At the Expert level, audit and strengthen scenarios and reviews, making tasks more challenging without making them vague.
• At the Adjudicator level, resolve disputed outcomes and support the audit and review process.

Requirements7

• Hold an active EA or CPA credential and prepare individual Form 1040 returns.
• Have at least 3 tax seasons of experience with complex returns involving Schedule C, K-1s, investments, and credits. Experience focused mainly on W-2 returns does not meet this requirement.
• Know TY2025 tax rules.
• Compute a complete return by hand, including worksheets, phase-outs, and carryovers, and explain each figure in written notes.
• Write with clarity, objectivity, and enough detail for another person to reproduce your work.
• For Expert-level work, have at least 5 tax seasons of experience.
• For Adjudicator-level work, have at least 10 years of experience with review or sign-off responsibility.

Preferred Qualifications6

• Trainer, reviewer, or quality-control experience for Expert-level work
• IRS examination, representation, or quality-control partner experience for Adjudicator-level work
• Experience with foreign tax credits and K-1 reporting
• Small-business tax experience, including Schedule C, Section 179, and the QBI deduction
• Experience with investments and capital gains
• Experience with energy and education credits

Who Should Apply

An active EA or CPA with at least 3 seasons preparing complex individual returns can contribute. Preparers with 5 or more seasons may fit Expert work, while candidates with 10 or more years and review or sign-off responsibility may qualify as Adjudicators.

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