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Remote Proseries Jobs in Texas (NOW HIRING)

Remote (US Only) Job Overview We are seeking experienced CPAs and Tax Advisors to support a project ... Familiarity with ProSeries, Lacerte, Drake , or similar tax software is a plus. Screening Questions

New

Remote (US Only) Job Overview We are seeking experienced CPAs and Tax Advisors to support a project ... Familiarity with ProSeries, Lacerte, Drake , or similar tax software is a plus. Screening Questions

New

Remote (US Only) Job Overview We are seeking experienced CPAs and Tax Advisors to support a project ... Familiarity with ProSeries, Lacerte, Drake , or similar tax software is a plus. Screening Questions

New

Remote Proseries information

What is a Remote ProSeries professional?

A Remote ProSeries professional is an individual who specializes in using the Intuit ProSeries tax software to prepare and file tax returns for clients, all while working remotely. These professionals can be accountants, tax preparers, or CPAs who leverage the ProSeries platform to efficiently manage tax documents, calculations, and submissions for individuals or businesses. Working remotely allows them to serve clients from various locations, offering flexibility and convenience for both the preparer and the client.

What are the key skills and qualifications needed to thrive as a Remote ProSeries tax preparer?

To thrive as a Remote ProSeries Tax Preparer, you need in-depth knowledge of tax law, attention to detail, and experience with tax preparation, ideally supported by an accounting degree or tax preparer certification. Expertise in Intuit ProSeries software and familiarity with secure file-sharing platforms are essential for efficient remote work. Strong communication, time management, and client service skills set top performers apart in this role. These abilities ensure accurate tax filings, client trust, and productivity in a remote environment.

What are some common challenges faced by Remote ProSeries tax preparers, and how can they be managed?

Remote Proseries tax preparers often encounter challenges such as managing client communication across different time zones, ensuring data security when handling sensitive tax documents online, and staying up-to-date with frequently changing tax laws. These can be managed by establishing clear communication protocols, using secure file transfer and storage systems, and regularly participating in continuing education or Proseries software training. Building strong organizational habits and leveraging collaboration tools also help streamline workflow and maintain high-quality client service.

What is the difference between Remote Proseries vs Remote Tax Preparer?

AspectRemote ProseriesRemote Tax Preparer
CredentialsProSeries software proficiency, basic tax knowledgeTax preparation certification or experience often preferred
Work EnvironmentRemote, computer-based, software-focusedRemote, client-facing or independent work
Industry UsageUsed by tax professionals for client filingsPerformed by freelance or employed tax preparers
Common Search IntentLearning ProSeries software, tax prep toolsFinding remote tax prep jobs or services

Remote Proseries is a software tool used by tax professionals to prepare and file taxes, requiring familiarity with the software. Remote Tax Preparer refers to individuals who prepare taxes remotely, often using tools like ProSeries. While ProSeries is a software used by tax preparers, the remote tax preparer is the role or job position. Understanding this distinction helps clarify the difference between a software tool and a job role in the tax industry.

What are popular job titles related to Remote Proseries jobs in Texas?

For Remote Proseries jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Remote Proseries jobs in Texas look for?

The top searched job categories for Remote Proseries jobs in Texas are:

What cities in Texas are hiring for Remote Proseries jobs?

Cities in Texas with the most Remote Proseries job openings:

Tax Advisor (CPA) - Remote

Houston, TX • Remote

$50 - $110/hr

Part-time

Posted yesterday

New


Job description

Tax Advisor (CPA)

Job Type: Contractor (Part Time)
Location: Remote (US Only)

Job Overview

We are seeking experienced CPAs and Tax Advisors to support a project focused on tax preparation, advisory, and AI evaluation.

You will apply your tax expertise to prepare and review tax returns, assess AI-generated tax content, and develop evaluation criteria that improve the accuracy and reliability of next-generation AI systems.

No prior AI experience is required.

Key Responsibilities
  • Prepare and review Form 1040, Schedule C, 1120-S, and 1065 tax returns.
  • Provide tax guidance and explain complex tax concepts clearly.
  • Review AI-generated tax advice against defined rubrics and scoring criteria.
  • Verify tax documentation, filing requirements, deadlines, and applicable forms.
  • Develop and refine tax-related evaluation rubrics and grading standards.
  • Stay current with federal and applicable state tax laws.
Required Skills
  • CPA
  • Income Tax Preparation
  • Income Tax Filing
  • Tax Advisory
  • U.S. Federal Tax
  • State Income Tax
  • Communication
  • Rubric Development
  • AI Training & Evaluation
  • Attention to Detail
Preferred Qualifications
  • Active CPA license in good standing with U.S. practice eligibility.
  • 5+ years of professional tax preparation or advisory experience.
  • Strong experience with personal and small business tax returns.
  • Knowledge of current federal tax regulations and at least one state's income tax requirements.
  • Excellent written and verbal communication skills.
  • Experience evaluating AI-generated content or providing structured feedback is a plus.
  • Experience developing rubrics or assessment criteria is preferred.
  • Familiarity with ProSeries, Lacerte, Drake, or similar tax software is a plus.
Screening Questions
  1. Do you hold an active CPA license in good standing?
  2. How many years of tax preparation/advisory experience do you have?
  3. What types of individual and business tax returns do you regularly prepare?
  4. Which U.S. state tax jurisdictions are you experienced with?
  5. Do you have experience reviewing AI-generated content or developing evaluation rubrics?
  6. Which professional tax software do you use?
  7. How soon can you start?