US Tax Specialist - Talent Pool Folder - Toni

Overview

This role supports U.S.-based CPA, accounting, and tax firms by providing dedicated U.S. tax preparation and compliance services.

You will prepare and review federal, state, and local tax returns; organize client tax information; conduct tax research; prepare supporting workpapers; and assist with tax planning and compliance engagements. Depending on experience and client needs, the work may include individual, business, partnership, corporate, fiduciary, and nonprofit tax return support.

The position is fully remote from the Philippines, with collaboration with an assigned U.S. client during aligned business hours.

Responsibilities

Responsibilities vary by client requirements and may include:

Tax Return Preparation

• Prepare accurate federal, state, and local tax returns in accordance with applicable U.S. tax laws and client procedures.
• Prepare individual income tax returns, including Form 1040 and related schedules.
• Prepare business tax returns, including Forms 1065, 1120, and 1120-S.
• Assist with fiduciary, estate, gift, nonprofit, payroll, or sales tax filings when required by the assigned client.
• Enter and validate tax data using professional tax preparation software.
• Review prior-year tax returns and identify relevant carryforwards, elections, credits, and reporting requirements.
• Calculate taxable income, deductions, credits, estimated tax payments, and tax liabilities.
• Prepare federal and state extension requests and estimated tax payment calculations.
• Complete multistate returns and related schedules based on experience and client needs.
• Assist with amended returns and other corrective tax filings.
• Ensure returns are complete, internally consistent, and supported by appropriate documentation.
• Prepare returns for reviewer approval and respond promptly to review comments.

Tax Workpapers and Documentation

• Organize client-provided tax documents, financial statements, trial balances, and supporting schedules.
• Prepare clear, accurate, and review-ready tax workpapers.
• Reconcile tax information to accounting records, payroll reports, bank statements, and prior-year returns.
• Prepare book-to-tax reconciliations and calculate applicable tax adjustments.
• Review Forms W-2, 1099, K-1, 1098, and other tax documents for accuracy and completeness.
• Track outstanding client information and prepare lists of missing documents or unanswered questions.
• Maintain complete and organized electronic tax files using the client’s document-management system.
• Document assumptions, calculations, tax positions, and unresolved matters clearly.
• Follow assigned client workpaper standards, naming conventions, and documentation requirements.
• Protect confidential taxpayer information throughout preparation and review.

Tax Research and Compliance

• Research federal and state tax matters using approved tax research tools and authoritative guidance.
• Summarize tax research findings for the client or reviewing tax professional.
• Monitor changes in tax laws, filing requirements, forms, and compliance procedures relevant to assigned work.
• Assist with tax notices, correspondence, penalty inquiries, and document requests from tax authorities.
• Draft responses and supporting documentation for client or manager review.
• Maintain tax filing calendars and monitor federal, state, and local deadlines.
• Assist with electronic filing procedures and track return acceptance or rejection notices.
• Investigate rejected filings and help resolve validation or transmission issues.
• Follow applicable tax-preparer standards, quality-control procedures, and data-security requirements.
• Escalate uncertain or complex tax positions to the appropriate reviewer before finalizing the return.

Tax Planning and Advisory Support

• Assist with individual and business tax projections.
• Prepare quarterly estimated tax calculations and payment schedules.
• Help identify potential deductions, credits, elections, and tax-saving opportunities.
• Support entity selection, retirement contribution, depreciation, and income-timing analyses when assigned.
• Assist with year-end tax planning engagements.
• Prepare tax planning schedules and scenario comparisons for client review.
• Identify unusual transactions or changes in client circumstances that may have tax consequences.
• Communicate potential tax issues to the assigned senior, manager, or partner.
• Support advisory projects based on requirements of the assigned U.S. tax firm.

Client and Team Collaboration

• Communicate professionally with U.S. clients, tax professionals, and internal team members.
• Request missing tax documents and clarify incomplete or inconsistent information.
• Provide timely updates on return status, outstanding requirements, review notes, and filing deadlines.
• Participate in virtual meetings, training sessions, and tax-season status calls.
• Manage assigned returns and projects according to established priorities and turnaround times.
• Coordinate with bookkeepers and accountants to resolve discrepancies in client financial records.
• Perform other tax, accounting, and administrative responsibilities based on client needs.

Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.
• Previous experience in U.S. tax preparation, tax compliance, public accounting, or a related role.
• Practical experience preparing U.S. federal and state tax returns.
• Experience preparing individual returns is required or strongly preferred, depending on the client assignment.
• Experience with partnership, S corporation, and C corporation returns is strongly preferred.
• Familiarity with U.S. tax forms, including Forms 1040, 1065, 1120, and 1120-S.
• Understanding of basic U.S. federal income tax principles and common state filing requirements.
• Knowledge of tax workpaper preparation, book-to-tax adjustments, and tax return reconciliation.
• Prior experience supporting U.S. clients or working with a U.S.-based CPA or tax firm is strongly preferred.
• Experience working in a remote or offshore accounting environment is an advantage.
• Proficiency in Microsoft Excel, including formulas, lookups, filters, and data organization.
• Strong written and verbal English communication skills.
• Excellent analytical, organizational, and problem-solving abilities.
• High level of accuracy and attention to detail.
• Ability to interpret tax documents and identify missing or inconsistent information.
• Ability to manage multiple engagements and meet strict filing deadlines.
• Willingness to work additional hours during peak tax periods, subject to employment terms and client requirements.
• Ability to work independently while maintaining regular communication with the assigned client and internal team.
• Willingness and ability to work hours aligned with the assigned U.S. client.
• Reliable internet connection and a professional remote-work environment.

Preferred Qualifications

• Philippine Certified Public Accountant (CPA) license.
• Enrolled Agent credential or active progress toward obtaining the credential.
• Experience working in a U.S. public accounting or tax preparation firm.
• Experience handling multistate individual or business returns.
• Knowledge of pass-through entity taxation.
• Experience preparing fiduciary, estate, gift, nonprofit, payroll, or sales tax returns.
• Experience assisting with tax planning, projections, or notices.
• Experience with QuickBooks Online or other cloud-based accounting platforms.
• Advanced Microsoft Excel skills.
• Formal training in U.S. taxation.
• Familiarity with Internal Revenue Service publications, instructions, and professional tax research tools.

Location

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

Compensation & Benefits

• Competitive compensation based on skills and experience.

Additional Information

• Ability to work hours aligned with the assigned U.S. client.
• Willingness to work additional hours during peak tax periods, subject to employment terms and client requirements.