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Forms Designer I

Remote, USA Full-time Posted 2026-06-09

CrossLink Professional Tax Software is seeking a Forms Designer I to design or replicate federal, state, and city tax forms into a digital format. The role requires ensuring forms conform to government specifications to gain necessary approvals for CrossLink’s Professional Tax Solutions products.

Responsibilities

  • Access federal, state, and city websites to download draft and final versions of tax forms
  • Create, reproduce, or update tax forms following CrossLink and National Association of Computerized Tax Processors (NACTP) standards
  • Represent CrossLink as a liaison between programmers and revenue offices
  • Support and assist programmers with submission review
  • Prepare electronic and/or overnight mail submissions
  • Obtain form approvals from the various federal, state, and city revenue departments to meet product deadlines
  • Maintain records of forms approved and state/fed contact information in CrossLink forms database
  • Perform a variety of clerical duties, i.e., copying, faxing, filing, and other duties as assigned

Skills

  • 1-2 years of professional form/document design experience (or similar position)
  • Thorough understanding of word-processing and form design software (e.g., Adobe Experience Manager (AEM) and Acrobat Pro, Jet Forms, and MS Word)
  • Expert proofreading and grammar skills with great attention to details
  • Able to meet deadlines and work well under pressure
  • Strong interpersonal and written/verbal communication skills
  • Able to work independently and with a team
  • Outstanding organizational skills

Company Overview

  • Crosslink Professional Tax Solutions, a provider of professional tax software solutions to tax preparers. It was founded in 1974, and is headquartered in Tracy, California, USA, with a workforce of 51-200 employees. Its website is http://www.crosslinktax.com/.
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