US Tax Preparer

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

📋 Description

• Prepare and review precise federal, state, and local tax filings.

• Prepare individual Form 1040 returns along with associated schedules.

• Handle business tax returns, including Forms 1065, 1120, and 1120-S, as necessary.

• Aid in the preparation of fiduciary, nonprofit, estate, gift, payroll, and sales tax returns.

• Input tax information from supporting documents such as Forms W-2, 1099, K-1, and 1098.

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

• Prepare extensions, estimated payment vouchers, amended returns, forms, schedules, statements, and disclosures.

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

• Develop tax workpapers, book-to-tax reconciliations, and tax adjustment schedules.

• Reconcile tax documents with accounting records and previous year returns.

• Maintain orderly electronic files and complete supporting documentation.

• Safeguard confidential taxpayer and financial data.

• Import, input, and verify trial balance data in tax software.

• Map general ledger accounts to tax return classifications.

• Assist with depreciation, amortization, fixed assets, cost basis, K-1, and allocation schedules.

• Monitor return statuses, deadlines, outstanding information, workload, and productivity standards.

• Collaborate with U.S. tax seniors, managers, partners, bookkeepers, accountants, and client teams.

• Communicate inquiries, status updates, open items, delays, and review comments.

• Correct any rejected electronic submissions for retransmission.

• Escalate intricate or uncertain tax issues.

• Execute additional tax preparation and accounting tasks based on client requirements.

⛳️ Requirements

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

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

• Experience in preparing Form 1040 individual income tax returns.

• Familiarity with Forms 1065, 1120, and 1120-S is advantageous.

• Comprehension of basic U.S. federal income tax principles.

• Knowledge of Forms W-2, 1099, K-1, and 1098.

• Experience in preparing tax workpapers and reconciling supporting documents.

• Familiarity with tax return extensions, estimated payments, and electronic filing processes.

• Proficient in Microsoft Excel and cloud-based document management tools.

• Strong written and verbal communication skills in English.

• Ability to work independently and handle multiple tasks simultaneously.

• Capability to meet strict filing deadlines.

• Willingness to work hours consistent with the assigned U.S. client.

• Openness to support extended schedules during peak tax seasons.

• Reliable internet connection and a professional remote work setup.

• Preferred possession of a Philippine Certified Public Accountant license.

• Enrolled Agent credential or ongoing pursuit of obtaining the credential.

• Formal training in U.S. federal or state taxation.

• Experience with U.S. public accounting or tax preparation firms.

• Experience in preparing partnership, S corporation, and C corporation returns.

• Familiarity with multistate tax filings.

• Knowledge of QuickBooks Online or similar cloud-based accounting software.

• Experience with relevant tax preparation, workflow, or document management systems.

🏝️ Benefits

• Structured training, coaching, and performance feedback opportunities.

• Prospects for professional growth.

• Competitive salary package.

• Opportunities for career advancement.

• Fully remote work arrangement.

• Global and expanding business environment.

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

• Extended schedules during peak tax periods when necessary under the employment agreement.