Tax Preparer

This is a fully remote position, open to applicants in Philippines, +2 more countries.

📋 Description

• Accurately prepare Form 1120-S (S-Corporation), Form 1065 (Partnership), and Form 1041 (Trust and Estate) returns in compliance with current tax regulations.

• Organize and input client financial information into CCH tax software to generate comprehensive, review-ready return packages.

• Examine source documents, financial statements, and previous year returns to ensure accuracy and consistency.

• Identify any missing information and proactively follow up with clients or internal staff to acquire necessary documentation.

• Highlight technical issues, complex items, or matters requiring CPA review, communicating them effectively.

• Adhere to internal preparation deadlines while managing multiple returns concurrently during busy periods.

• Maintain well-organized, complete workpapers for each return processed.

• Promptly respond to reviewer feedback and implement requested corrections.

• Keep up-to-date with changes in tax laws that impact S-Corporations, partnerships, and trusts and estates.

⛳️ Requirements

• Practical experience in preparing Form 1120-S, Form 1065, and/or Form 1041 returns, as all three are relevant for this position.

• A strong proficiency in CCH tax software (Axcess or ProSystem fx) is essential; candidates lacking CCH experience will not be considered.

• At least 2 years of tax preparation experience in a public accounting or CPA firm setting.

• Solid understanding of pass-through entity taxation, fiduciary income tax, and associated federal and state filing requirements.

• Capability to read and interpret financial statements, general ledgers, and K-1s.

• Exceptional attention to detail with a consistent practice of accurate and comprehensive workpaper documentation.

• Ability to handle multiple returns at once and meet firm deadlines during the tax season.

• A reliable high-speed internet connection and a quiet, professional home office environment.

• CPA license is preferred.

• Experience with multi-state filings for pass-through entities and trusts is preferred.

• Familiarity with CCH Axcess workflow and document management tools is preferred.

• Experience in a paperless or cloud-based public accounting setting is preferred.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Opportunities for professional development and continuing education.

• Flexible working hours and remote work options.

• Supportive team environment and collaborative culture.