Tax Associate, U.S. Personal Tax

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Prepare and assist in the preparation of U.S. personal tax returns (individual returns)

• Accurately enter data from tax documents and financial information

• Organize and review tax documentation provided by clients

• Ensure that all tax return inputs are complete and accurate prior to review

• Assist in optimizing tax preparation workflows and internal processes

• Identify inefficiencies within the tax process and recommend improvements

• Support the firm in systematizing and optimizing tax-related operations

• Contribute to the development of more efficient and scalable tax functions

• Assist with tax preparation for a diverse range of clients

• Provide support for multi-state tax returns (experience with California and New York is advantageous)

• Manage allocations and requirements associated with multi-state filings when necessary

• Collaborate closely with the internal team to ensure timely and accurate deliverables

• Utilize tax software platforms including ProSeries, Lacerte, or CCH Axcess

• Operate within practice management systems such as TaxDome

• Quickly adapt to new tools and systems as required

• Maintain organized records and documentation in tax systems

⛳️ Requirements

• Demonstrated experience in preparing U.S. personal tax returns (mandatory)

• Familiar with tax software like ProSeries (preferred), Lacerte, or CCH Axcess

• Experience with TaxDome or similar practice management software is a plus

• Knowledge of multi-state tax filings (experience in California and New York is preferred)

• Strong attention to detail and precision in managing financial data

• Ability to handle multiple clients and meet deadlines concurrently

• Process-oriented with a keen interest in enhancing workflows

• Excellent written communication skills in English

• Comfortable working in a structured remote environment

• Eager to learn and adaptable, particularly regarding firm-specific processes and state-specific tax nuances

🏝️ Benefits

• Fully remote position supporting a U.S.-based accounting firm

• Part-time schedule (approximately 20 hours per week / 4 hours per day)

• Opportunity to transition to full-time based on performance and business requirements

• Collaborative work environment with direct support and training from the client

• Potential for long-term career growth within the firm