Tax Specialist

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

📋 Description

• Prepare precise federal, state, and local U.S. tax returns.

• Prepare individual income tax returns, which include Form 1040 and associated schedules.

• Prepare business tax returns, encompassing Forms 1065, 1120, and 1120-S.

• Assist with fiduciary, estate, gift, nonprofit, payroll, or sales tax filings as necessary.

• Enter and validate tax data using professional tax preparation software.

• Review prior-year returns to identify carryforwards, elections, credits, and reporting requirements.

• Calculate taxable income, deductions, credits, estimated tax payments, and liabilities.

• Prepare extensions, estimated tax calculations, amended returns, and corrective filings.

• Complete multistate returns and related schedules.

• Organize tax documents, financial statements, trial balances, and supporting schedules.

• Prepare review-ready tax workpapers and book-to-tax reconciliations.

• Reconcile tax information with accounting records, payroll reports, bank statements, and prior-year returns.

• Track missing client information and maintain well-organized electronic tax files.

• Conduct federal and state tax research and summarize findings.

• Monitor changes in tax law, filing requirements, forms, and compliance procedures.

• Assist with tax notices, correspondence, penalty inquiries, and document requests.

• Maintain filing calendars and keep track of deadlines.

• Assist with electronic filing and resolve any rejected filing issues.

• Support tax projections, quarterly estimates, planning schedules, and advisory projects.

• Communicate with U.S. clients, tax professionals, and internal teams.

• Provide updates on return status, outstanding requirements, review notes, and deadlines.

• Coordinate with bookkeepers and accountants to address discrepancies.

• Manage assigned returns and projects in accordance with priorities and turnaround times.

• Safeguard confidential taxpayer information and escalate complex tax positions.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.

• Previous experience in U.S. tax preparation, tax compliance, public accounting, or a similar role.

• Practical experience in preparing U.S. federal and state tax returns.

• Experience in handling individual returns is required or strongly preferred, depending on the client assignment.

• Familiarity with U.S. tax forms, including Forms 1040, 1065, 1120, and 1120-S.

• Understanding of fundamental U.S. federal income tax principles and common state filing requirements.

• Knowledge of tax workpaper preparation, book-to-tax adjustments, and tax return reconciliation.

• Proficiency in Microsoft Excel, including formulas, lookups, filters, and data organization.

• Strong written and verbal communication skills in English.

• Excellent analytical, organizational, and problem-solving skills.

• High degree of accuracy and attention to detail.

• Ability to interpret tax documents and identify missing or inconsistent information.

• Capability to manage multiple engagements and meet strict filing deadlines.

• Willingness to work additional hours during peak tax periods, subject to employment terms and client needs.

• Ability to work independently while maintaining regular communication with the assigned client and internal team.

• Willingness and ability to work hours aligned with the assigned U.S. client.

• Reliable internet connection and a professional remote work environment.

🏝️ Benefits

• Structured training, coaching, and performance feedback.

• Opportunities for professional growth.

• Competitive compensation.

• Opportunities for career advancement.

• Remote work arrangement.

• Global and expanding business environment.

• Collaboration with bookkeeping, accounting, finance, operations, and client service teams.

• Development of expertise in bookkeeping software, financial systems, and U.S. accounting processes.