Individual Tax Professional (CPA / EA)

$110–130/hr

rate as listed

Workload: ~15h/week
Engagement: Project-based
Location: US
Field: Finance

Evaluate AI-generated work on complex federal and New York and/or California individual tax scenarios. Tasks mirror return preparation, review, tax planning, and written technical analysis for taxpayers with equity compensation, investments, rentals, retirement income, or business income.

The work

You will complete and review well-scoped personal tax tasks built around realistic taxpayer profiles. Day-to-day work may include applying federal and New York and/or California rules, checking calculations and tax positions, correcting incomplete analyses, and documenting conclusions in a clear structure.

Likely subject matter

Scenarios include ISO equity, tender offers and AMT planning; RSUs; rental properties; partnership K-1 investments; RMDs; Schedule C income; backdoor Roth IRA contributions; HSAs; and NY-to-CA part-year or dual-residency issues. The platform is likely to screen for recent Form 1040 preparation experience, technical depth under follow-up, and the ability to distinguish a defensible tax position from a superficially plausible answer.

Working format

This is described as short-term and flexible work. The listing does not specify whether tasks are fully remote or asynchronous, nor does it state typical weekly hours, project duration, or scheduling requirements, so candidates should confirm those details before accepting an engagement.

Pay band: $110–130/hr

What they look for

3–8 years of current or recent hands-on complex Form 1040 preparation experience
Senior Associate to Manager-level individual tax compliance experience
Federal individual income tax knowledge
New York and/or California individual income tax knowledge
Accurate review of tax calculations, positions, and supporting facts
Clear, structured written tax analysis

Included with this listing

Interview prep — 10 questions

Matched to what this platform's screening actually measures. Answer each out loud in 60–90 seconds: claim → concrete example → implication.

What it tests: This verifies that your experience falls within hands-on individual tax compliance rather than adjacent audit, corporate tax, or administrative work.
A strong answer: Give a concise chronology with role level, recency, return complexity, approximate responsibility, and examples of issues you personally prepared or reviewed. Distinguish your own work from work performed by a broader team.
Where people lose it: Candidates lose points by saying they handled high-net-worth clients without identifying the forms, schedules, state filings, or review decisions they owned.

Summary, eligibility guidance and screening preparation are prepared by Sidequest from the platform's posting. Check the source listing before applying.

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