US Tax Preparer

Overview

This role provides dedicated U.S. tax preparation support to U.S.-based CPA, accounting, and tax firms. Responsibilities may include preparing a range of federal and state tax returns, along with related workpapers and documentation support.

Work will be performed remotely from the Philippines, with collaboration with an assigned U.S. client during aligned business hours.

Responsibilities

Depending on client requirements, responsibilities may include:

• Collect, organize, and maintain client tax information.
• Prepare federal and state tax returns.
• Complete supporting workpapers.
• Identify missing documentation and address review comments.
• Support preparation of returns including:
  • Individual
  • Partnership
  • S corporation
  • C corporation
  • Fiduciary
  • Nonprofit

Additional accounting support responsibilities may include:

• 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 the preparation and review of financial statements and management reports.
• Analyze financial data and investigate account variances.
• Ensure accuracy and completeness of accounting records.
• 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.

Requirements

• 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.

Location

• Remote work from the Philippines, collaborating with U.S. clients during aligned business hours.