Copy of US Tax Preparer

Overview

This role supports U.S.-based CPA, accounting, and tax firms by preparing federal and state tax returns for clients. Work is performed remotely from the Philippines, with collaboration with an assigned U.S. client during aligned business hours.

Depending on the assigned client’s needs and the candidate’s experience, responsibilities may include preparation of individual, partnership, S corporation, C corporation, fiduciary, and nonprofit tax returns.

Responsibilities

• Collect, organize, and manage client tax information and documentation
• Prepare federal and state tax returns
• Complete supporting workpapers
• Identify missing or incomplete documentation
• Address reviewer comments and requested revisions
• Prepare and maintain financial records in compliance with U.S. Generally Accepted Accounting Principles (US GAAP)
• Perform month-end, quarter-end, and year-end closing activities
• Prepare journal entries, general ledger reconciliations, and supporting schedules
• Assist with preparation and review of financial statements and management reports
• Analyze financial data and investigate account variances
• Ensure accounting records are accurate and complete
• Support external audits, financial reviews, and client inquiries
• Research and apply relevant US GAAP guidance to accounting transactions
• Collaborate with internal teams and client stakeholders to resolve accounting issues
• Assist with process improvement, documentation, and internal control initiatives
• Support special accounting projects and ad hoc financial reporting requirements

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• Accounting experience, preferably with exposure to US GAAP
• Strong understanding of financial reporting principles and accounting standards
• Experience with account reconciliations and general ledger management
• Advanced proficiency in Microsoft Excel
• Excellent analytical, problem-solving, and organizational skills
• Strong attention to detail and ability to meet deadlines
• Effective written and verbal English communication skills

Preferred Qualifications

• CPA, ACCA, CMA, or equivalent professional certification
• Public accounting or accounting firm experience
• Experience supporting U.S.-based clients
• Knowledge of SOX compliance and internal controls
• Experience with ERP and accounting platforms such as NetSuite, QuickBooks, Sage Intacct, Oracle, SAP, Microsoft Dynamics, or similar systems
• Experience working remotely with international teams

Compensation & Benefits

• Competitive compensation based on skills and experience
• Long-term career growth and professional development

Location

• Remote work from the Philippines
• Collaboration with an assigned U.S. client during aligned business hours