micro1FinanceSpecial ReferralTax Preparer, Individual Income Tax (Form 1040), TY2025 (EA/CPA)
Remote — United States
About the role
micro1 is engaging Enrolled Agents and CPAs who actively prepare individual returns to participate in a project supporting a customer. In this role, you’ll apply your hands-on preparation expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required. Your domain knowledge is what matters.
Scope of Work
- Prepare complete federal individual returns (Form 1040) from scratch under TY2025 rules, working through the worksheets, phase-outs, limitations, and carryovers by hand.
- Write clear, concise preparer notes explaining how each figure on the return was derived, so that every number can be traced and reproduced.
- Build realistic, self-contained tax scenarios involving complex returns, including self-employment, partnership and S-corporation K-1s, investments, and credits, specifying facts, dates, filing status, and expected results.
- Review and evaluate AI-generated returns and computations for accuracy and completeness, flagging errors by severity (critical, secondary, minor).
- Identify ambiguities, exceptions, and conflicts in the law or IRS guidance, and document them in structured written feedback within the digital review platform.
- Experts and Adjudicators: strengthen and audit scenarios and reviews, and resolve disputed outcomes (see levels below).
What you’ll bring
- Active EA or CPA who currently prepares individual (1040) returns.
- 3+ tax seasons on complex returns (Schedule C, K-1s, investments, credits), not mainly W-2 returns.
- Fluency in TY2025 rules.
- Ability to compute a full return by hand (worksheets, phase-outs, carryovers) and explain each number in clear written notes.
- Strong written communication, with an emphasis on clarity, objectivity, and reproducibility.
Preferred Qualifications
- Level — Contributor: Meets the required qualifications above.
- Level — Expert: 5+ tax seasons. Able to audit and strengthen scenarios, making a task harder without making it vague. Trainer, reviewer, or QC background preferred. A careful, independent preparer who builds the return from scratch.
- Level — Adjudicator: 10+ years with review or sign-off responsibility. IRS exam, representation, or QC partner background preferred.
- Preferred specialty area: Foreign tax credit and K-1 reporting
- Preferred specialty area: Small business: Schedule C, Section 179, QBI deduction
- Preferred specialty area: Investments and capital gains
- Preferred specialty area: Energy and education credits
Benefits
Not provided in the source listing.
Where you can work
Source location: US, Remote.
This role is open to people based in: United States.
Remote does not always mean work from any country. Always check the employer’s location and working-hour requirements.