US Tax Preparer

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

📋 Description

• Prepare tax returns that are ready for review on the initial submission.

• Conduct federal and state preparation for forms 1040, 1120, 1120-S, and 1065.

• Ensure state filings are aligned with every applicable federal return, including necessary NYC local tax where applicable.

• Request any missing documents and clarify any unclear information directly with clients.

• Keep clients updated on the status of their return.

• Collaborate with U.S.-based colleagues regarding document context and tax treatment decisions.

• Handle multiple client files simultaneously without losing focus.

⛳️ Requirements

• Proven experience in preparing U.S. tax returns for forms 1040, 1120, 1120-S, and 1065.

• Knowledge of state tax filings across various jurisdictions.

• Strong attention to detail with the capability to manage multiple client files concurrently.

• Excellent written communication skills for both client-facing and internal communication.

• Experience with Drake tax software is preferred.

• Proficient in both written and spoken English.

• Willingness to work during U.S. business hours (night shift, PH-based).

🏝️ Benefits

• 15 days of PTO each year plus local holidays off.

• Complete company equipment provided (laptop, monitor, accessories).

• Guaranteed annual salary increases.

• Referral bonuses up to $1,000.

• Monthly flexible stipend (CAS Flex Perks).