Bring your expertise. Build with purpose.

Scope

• Gather and evaluate relevant client documentation.
• Prepare accurate returns within your demonstrated competency.
• Document due diligence and unresolved client items.
• Coordinate required authorizations and review procedures.

Qualifications

• Current PTIN for the applicable preparation year.
• Demonstrated tax knowledge and relevant software skills.
• Ability to meet applicable state requirements.
• Professional communication and secure work practices.

The preparer and company shares, fee base, payment timing and any expenses are defined in a separate written agreement. No earnings or client volume are guaranteed.

Scope

• Review assigned returns and supporting documents.
• Identify inconsistencies, omissions and follow-up items.
• Check relevant due diligence and authorization documentation.
• Provide written findings to the designated professional.

Qualifications

• At least two completed tax seasons of relevant experience.
• Demonstrated return-review and documentation skills.
• Current PTIN when required by the work performed.
• TaxSlayer Pro experience preferred.
• EA or CPA credential welcomed.

Final compensation depends on experience and the agreed scope. This role does not replace the firm's ERO responsibilities. Expanded lead assignments require a separate agreement.

Scope

• Format approved social content and marketing assets.
• Organize non-client files and public business information.
• Assist with approved public website updates.
• Maintain non-sensitive project trackers and content schedules.

Qualifications

• Experience providing independent remote support services.
• Strong written English and attention to detail.
• Canva and Google Workspace proficiency.
• GHL experience preferred.
• Reliable equipment, internet and secure work practices.

This is a proposed budget for providers performing services outside the United States. Location eligibility and applicable local requirements must be reviewed before an engagement. If the budget cannot meet those requirements, an engagement will not proceed at that rate.

This scope excludes taxpayer records, tax-return information, client account access and substantive tax preparation. No PTIN is required for these listed tasks.

Scope

• Complete bank and credit-card reconciliations.
• Perform agreed cleanup and month-end assignments.
• Maintain organized records and document open questions.
• Prepare reports within the agreed bookkeeping scope.

Qualifications

• At least two years of hands-on bookkeeping experience.
• QuickBooks Online proficiency.
• Knowledge of reconciliations and basic accounting principles.
• Experience producing accurate month-end reports.
• Relevant certification welcomed.

Submit your rate or project pricing with your experience. Substantive tax preparation requires separate qualifications and an appropriate engagement.

Potential scope

• Complex tax research and assigned return review.
• Business tax and accounting advisory projects.
• Technical consultations within your licensed scope.
• Written recommendations and engagement documentation.

Qualifications

• Active CPA license in good standing.
• Required education, examination and licensing qualifications.
• Relevant tax or accounting experience for the proposed work.
• Current PTIN when required for paid return preparation.
• Ability to meet applicable practice requirements.

Please include your licensing jurisdiction, relevant specialties and proposed fees. An accounting degree alone does not qualify an applicant to use the CPA title. Attest services are not included in this opportunity.

Scope

• Organize supplied documents and record factual information.
• Enter information from approved source materials.
• Flag incomplete records for the designated professional.
• Maintain agreed document indexes and completion trackers.

Qualifications

• Accurate data entry and strong organizational skills.
• Experience handling confidential documents.
• Reliable equipment and appropriate security practices.
• Ability to complete agreed deliverables accurately.

No PTIN is required for purely clerical duties. This scope excludes tax advice, choosing tax treatment and substantive return preparation.