US Tax Reviewer

Posted 5ds ago

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Job Description

US Tax Reviewer finalizing U.S. tax returns for clients based in the Philippines. Ensuring accuracy and compliance before filing while working remotely.

Responsibilities:

  • Be the final checkpoint before filing.
  • Review completed returns across 1040, 1120, 1120-S, and 1065 — federal and multi-state
  • Verify K-1s, capital accounts, basis, at-risk, §199A treatment, and reasonable comp where applicable
  • Reconcile book-to-tax adjustments, depreciation schedules, and carryforwards (NOL, capital loss, AMT, PALs)
  • Validate apportionment, nexus, composite/PTE elections, and state-specific quirks
  • Confirm e-file readiness: forms, signatures, acknowledgments, and extensions
  • Identify gaps, errors, or unclear treatment in prepared returns
  • Write clear, actionable review notes preparers can resolve without back-and-forth
  • Coordinate with the preparer through resolution; verify fixes before final sign-off
  • Escalate technical questions to internal U.S.-based colleagues when needed
  • Respond to client questions specifically about line items, calculations, or filings on the prepared return
  • Explain results clearly without offering advisory or planning recommendations
  • Redirect advisory questions to the appropriate party
  • Maintain audit-ready workpapers and documentation trails

Requirements:

  • Extensive experience reviewing and/or preparing U.S. tax returns across 1040, 1120, 1120-S, and 1065
  • Deep familiarity with state tax filings across multiple jurisdictions
  • High degree of accuracy and professional judgment; comfortable taking final accountability for filed returns
  • Strong communication skills for both client-facing (return-specific) and internal correspondence
  • Experience with Drake tax software preferred
  • Confident written and spoken English; client-facing presence
  • Comfortable working U.S. business hours (night shift, PH-based)
  • Preferred (nice to have):
  • CPA designation strongly preferred
  • Experience with R&D tax credits (Form 6765)
  • Familiarity with NYC local tax filings
  • Prior review or supervisory tax role

Benefits:

  • Career-level USD compensation based on experience and scope (senior-level positioning for this role)
  • Permanent remote work — done right
  • Full company equipment provided (laptop, monitor, accessories)
  • 15 days PTO annually + local holidays off
  • Guaranteed annual increases
  • Referral rewards up to $1,000
  • Monthly flexible stipend (CAS Flex Perks)
  • Structured onboarding and support
  • A culture that actually shows up