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

$50–75/hr

rate as listed

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

Prepare and review complex TY2025 federal individual income tax returns used to train and evaluate AI systems. The work requires an active EA or CPA credential, current Form 1040 preparation experience, and at least three tax seasons handling returns beyond primarily W-2 income.

The work

This contractor project centers on preparing complete federal individual returns from scratch under TY2025 rules. Day-to-day tasks may include calculating worksheets, phase-outs, limitations, and carryovers by hand; documenting how each figure was derived; and building self-contained scenarios involving Schedule C businesses, partnership and S-corporation K-1s, investments, and tax credits.

Review and evaluation

You will also assess AI-generated returns for accuracy and completeness, classify errors as critical, secondary, or minor, and document ambiguities or conflicts in tax law and IRS guidance. Expert-level contributors may audit and strengthen scenarios, while adjudicators may resolve disputed outcomes. The platform screens for current 1040 preparation practice, command of TY2025 rules, reproducible calculations, and judgment about the material effect of tax errors.

Qualifications and logistics

This is a US-remote contractor role for active Enrolled Agents and CPAs who currently prepare individual returns. At least three tax seasons involving complex returns are required; Expert work calls for five or more seasons, and Adjudicator work calls for more than ten years with review or sign-off responsibility. No prior AI experience is required.

The work is completed through a digital review platform and requires clear, structured written notes. The listing does not specify weekly hours, a fixed schedule, or whether all work may be completed asynchronously. Pay band: $50–75/hr

What they look for

individual income tax preparation (form 1040)
tax law expertise (ty2025 rules)
complex return preparation (schedule c, k-1s, investments, credits)
federal tax computation and analysis
written communication (clarity, objectivity, reproducibility)

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: The screener is verifying the required credential, current professional practice, and whether your experience supports Contributor, Expert, or Adjudicator-level work.
A strong answer: State the credential, its active status, the number of completed tax seasons, and whether you currently prepare Form 1040 returns. Briefly quantify your mix of Schedule C, K-1, investment, and credit work rather than describing a general tax practice.
Where people lose it: Candidates lose points when they count seasons spent mainly on W-2 returns or omit whether they still prepare returns personally.

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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