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

You will combine hands-on individual tax preparation with structured feedback that helps improve AI training data. The work centers on TY2025 federal Form 1040 returns and complex tax situations.

You will explain how each figure was derived, make every result traceable, and assess AI-generated returns and computations for accuracy and completeness.

• Prepare complete individual Form 1040 returns, including worksheets, phase-outs, limitations, and carryovers.
• Write clear preparer notes so each amount can be traced and reproduced.
• Build self-contained scenarios involving self-employment, partnership and S-corporation K-1s, investments, credits, filing status, dates, and expected results.
• Review AI-generated returns and computations, classify errors as critical, secondary, or minor, and document ambiguities, exceptions, and conflicts in tax law or IRS guidance.
• At senior levels, strengthen and audit scenarios, review work, and resolve disputed outcomes.

The role requires current individual Form 1040 preparation experience and an active Enrolled Agent or CPA credential.

• Credential: Active Enrolled Agent or CPA status.
• Experience: At least three tax seasons handling complex returns, including Schedule C, K-1s, investments, and credits.
• Knowledge: Fluency in TY2025 rules and the ability to compute a full return by hand.
• Communication: Clear, objective written feedback focused on reproducibility, with fluency in English.
• Five or more tax seasons plus training, review, or quality-control experience supports expert-level work.
• Ten or more years with review or sign-off responsibility supports adjudicator-level work.