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Remote Sureprep Jobs in California (NOW HIRING)

Locked In Talent

Tax Manager

Irvine, CA · On-site +1

$120K - $140K/yr

Proficiency in Microsoft Office Suite, CCH Access, SurePrep, BNA Tax Planner, and QBO * Knowledge ... Our flexible, remote work environment allows you to balance personal commitments while delivering ...

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Remote Sureprep information

What are the key skills and qualifications needed to thrive as a Remote SurePrep Tax Preparer, and why are they important?

To thrive as a Remote SurePrep Tax Preparer, you need a solid understanding of tax laws, accounting principles, and experience with tax preparation, typically supported by a degree in accounting or related field. Familiarity with SurePrep software, tax preparation platforms, and secure document management systems is essential. Attention to detail, strong organizational skills, and clear virtual communication help you stand out in this remote role. These skills ensure accurate tax filings, maintain client trust, and support efficient, compliant remote workflows.

How does a Remote Sureprep professional typically collaborate with tax teams to ensure accurate and timely preparation of client tax documents?

As a Remote Sureprep professional, you will frequently work with tax teams using cloud-based software and secure communication tools. Collaboration involves receiving scanned client documents, organizing them digitally, and flagging any discrepancies or missing information for review. You'll participate in regular virtual meetings to clarify complex tax scenarios and coordinate workflow, ensuring deadlines are met. Effective communication and attention to detail are crucial, as your work directly impacts the efficiency and accuracy of the overall tax preparation process.

What is a Remote Sureprep job?

A Remote Sureprep job typically involves working as a tax preparer or support specialist using SurePrep tax automation software, but performing the duties from a remote location. Employees in these roles assist with preparing tax documents, reviewing returns, and ensuring data accuracy, all while communicating with clients and other team members online. The remote aspect allows for flexibility in location and often a more adaptable work schedule. Candidates usually need experience in tax preparation, familiarity with SurePrep software, and strong organizational skills to succeed in this role.

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

AspectRemote SureprepRemote Tax Preparer
CertificationsEnrolled Agent, PTIN, CPA (preferred)PTIN, possibly EA or CPA
Work EnvironmentRemote, often with flexible hoursRemote, seasonal or year-round
Industry UsageTax software, tax preparation firmsTax firms, freelance, accounting services
Job FocusTax document review, data entry, software operationPreparing and reviewing individual/business tax returns

Remote Sureprep specialists focus on using tax software to review and process tax documents, often requiring specific certifications like EA or CPA. Remote Tax Preparers also handle tax return preparation but may have a broader role in client interaction and manual data entry. Both roles are remote and industry-related, but Sureprep roles emphasize software proficiency and document review, while Tax Preparer roles focus more on direct return preparation.

What are the most commonly searched types of Sureprep jobs in California? The most popular types of Sureprep jobs in California are:
What are popular job titles related to Remote Sureprep jobs in California? For Remote Sureprep jobs in California, the most frequently searched job titles are:
What job categories do people searching Remote Sureprep jobs in California look for? The top searched job categories for Remote Sureprep jobs in California are:
What cities in California are hiring for Remote Sureprep jobs? Cities in California with the most Remote Sureprep job openings:
Remote Sureprep jobs near you
Infographic showing various Remote Sureprep job openings in California as of May 2026, with employment types broken down into 86% Full Time, 11% Part Time, and 3% Contract. Highlights an 87% Physical, 10% Hybrid, and 3% Remote job distribution.

Tax Manager

Locked In Talent

Irvine, CA • On-site, Remote

$120K - $140K/yr

Full-time

Posted 26 days ago

Job description

What You’ll Do

As a Tax Manager, you’ll work with a diverse client portfolio, providing strategic tax services and leading a team of professionals. Your responsibilities will include:

  • Reviewing complex tax returns for individuals, businesses, estates, and trusts
  • Conducting tax research and resolving unusual tax matters
  • Responding to IRS notices and advising clients on tax strategies
  • Managing multiple clients, budgets, and production goals
  • Supporting business development through prospect meetings, proposals, and fee quotes
  • Identifying opportunities to expand services and improve client experiences
  • Participating in professional organizations, conferences, and client education workshops
  • Leading in-house training and contributing at least two articles/blogs per year
  • Recruiting and building relationships with potential hires
  • Entering time and expenses promptly to ensure efficient billing


Supervisory Responsibilities

  • Minimum of two years in a supervisory role
  • Managing staff performance, deadlines, budgets, and quality standards
  • Coaching, training, and developing staff at all levels
  • Conducting performance reviews and evaluations
  • Planning and organizing multiple projects simultaneously


Preferred Qualifications

  • Bachelor’s degree in Accounting, Taxation, Finance, or related field (Master’s preferred)
  • Active California CPA license required
  • 5–7+ years of public accounting tax experience with a track record of increasing responsibility
  • Proficiency in Microsoft Office Suite, CCH Access, SurePrep, BNA Tax Planner, and QBO
  • Knowledge of Practice CS and Power BI preferred


Why Join Us?

We offer competitive compensation, a comprehensive benefits package, and a collaborative, team-oriented culture. Our flexible, remote work environment allows you to balance personal commitments while delivering outstanding service to our clients.