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

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

Role Type: Contractor

Location: US, Remote

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).

Required Qualifications (all levels)

- 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.

Levels

- Contributor: Meets the required qualifications above.

- 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.

- Adjudicator: 10+ years with review or sign-off responsibility. IRS exam, representation, or QC partner background preferred.

Preferred Experience (specialty areas)

- Foreign tax credit and K-1 reporting

- Small business: Schedule C, Section 179, QBI deduction

- Investments and capital gains

- Energy and education credits

Originally posted on Himalayas