US Tax Preparer

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

📋 Description

• Prepare federal and state filings for all major entity types.

• Identify and resolve issues before they escalate into problems.

• Ensure that returns are ready for review upon the first submission.

• Directly communicate with clients to request necessary documents and clarify details.

• Manage multiple client files while maintaining context and clarity.

• Monitor outstanding items and follow up to prevent delays in the file processing.

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

• Provide the Tax Reviewer with a well-organized file and a concise summary of decisions made.

• Utilize Drake tax software and a proprietary internal platform.

⛳️ Requirements

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

• Knowledge of state tax filings across various jurisdictions.

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

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

• Experience with Drake tax software is preferred.

• Proficient in written and spoken English.

• Willingness to work U.S. business hours (night shift, based in the Philippines).

• Preferred (nice to have): CPA designation.

• Experience in preparing R&D tax credits (Form 6765).

• Familiarity with local tax filings in NYC.

🏝️ Benefits

• Competitive career-level USD compensation based on experience and responsibilities.

• Permanent remote work with a focus on quality.

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

• 15 days of paid time off annually plus local holidays off.

• Guaranteed annual salary increases.

• Referral rewards of up to $1,000.

• Monthly flexible stipend (CAS Flex Perks).

• Comprehensive onboarding and ongoing support.

• A company culture that truly values engagement.