US Tax Preparer

Overview

This role supports a professional accounting and advisory firm providing comprehensive financial, tax, and business consulting services to individuals, entrepreneurs, and businesses. Responsibilities include preparing and reviewing tax returns, supporting tax planning and compliance activities, and assisting with audits and client communication.

Responsibilities

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
• Assist with tax planning and research to support strategic tax advice.
• Ensure compliance with all applicable tax regulations and stay updated on changes in tax legislation.
• Conduct thorough reviews of financial statements and related tax documents.
• Communicate with clients to gather necessary information and clarify tax-related issues.
• Assist with IRS and state tax audits, including gathering information and responding to inquiries.
• Support senior tax professionals in managing client relationships and delivering high-quality service.
• Utilize tax software and other tools to efficiently complete tax-related tasks.
• Participate in continuous professional development to enhance technical tax knowledge and skills.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 1–3 years of experience in tax preparation and compliance, preferably in a public accounting firm.
• Strong understanding of US federal and state tax laws and regulations.
• Proficiency in tax software (e.g., ProSystem fx, UltraTax, or similar) and Microsoft Office Suite.
• Excellent analytical and problem-solving skills.
• Strong attention to detail and organizational skills.
• Effective written and verbal communication skills.
• Ability to work independently and as part of a team in a fast-paced environment.

Preferred Qualifications

• CPA certification or progress toward obtaining CPA certification.

Location

• Open to Philippine citizens currently based in the Philippines.