US Tax Preparer

Posted 5ds ago

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Job Description

US Tax Preparer responsible for federal and state tax return preparation for clients in the Philippines. Ensuring accurate documentation and collaborating with U.S.-based teams for best practices.

Responsibilities:

  • Prepare returns that are review-ready on the first pass.
  • Federal and state preparation across 1040, 1120, 1120-S, and 1065
  • State filings tied to every applicable federal return, including NYC local tax where relevant
  • Request missing documents and clarify ambiguous information directly with clients
  • Keep clients informed about where their return stands
  • Partner with U.S.-based colleagues on document context and tax treatment decisions
  • Manage multiple client files in parallel without losing the thread

Requirements:

  • Demonstrated experience preparing U.S. tax returns across 1040, 1120, 1120-S, and 1065
  • Familiarity with state tax filings across multiple jurisdictions
  • Strong attention to detail and ability to manage multiple client files simultaneously
  • Effective written communication skills for client-facing and internal correspondence
  • Experience with Drake tax software preferred
  • Confident written and spoken English
  • Comfortable working U.S. business hours (night shift, PH-based)

Benefits:

  • 15 days PTO annually + local holidays off
  • Full company equipment provided (laptop, monitor, accessories)
  • Guaranteed annual increases
  • Referral rewards up to $1,000
  • Monthly flexible stipend (CAS Flex Perks)