ROLE SUMMARY

Our client is looking for a US Tax Preparer, who will play a critical role in preparing, analyzing, and reviewing tax filings, ensuring compliance while identifying opportunities for savings and optimization.

WORK SCHEDULE: 9:00 AM – 6:00 PM Pacific Daylight Time (12:00 AM – 9:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS:

• Prepare individual, corporate, and partnership tax returns, including applicable city and state filings
• Review and analyze prior-year tax filings to identify errors, refund opportunities, or optimization strategies
• Respond to tax notices and inquiries from various jurisdictions
• Communicate with tax leads and clients to clarify issues and ensure timely filing
• Manage customer onboarding and offboarding processes
• Maintain and update internal document checklists and workflow systems
• Identify and implement automation opportunities to streamline document collection
• Track deadlines, manage schedules, and ensure smooth document flow

QUALIFICATIONS:

• A Bachelor’s degree in the related field is preferred
• Licensed Chartered Accountant or Certified Public Accountant
• Minimum 3 years of hands-on U.S. tax preparation experience, ideally with exposure to the technology industry
• Experience with CHH tax software
• Strong proficiency in Google Workspace and Microsoft Office (especially Excel and Google Sheets)
• Familiarity with additional tax software (ProConnect and UltraTax) preferred
• Experience using accounting software (QuickBooks Online, Xero, and others) preferred
• High level of written and spoken English communication
• Fast learner with the ability to adapt to changing processes
• Demonstrated ability to learn new tools and platforms quickly
• Experience in fast-paced, startup, or entrepreneurial environments
• Highly organized and detail-oriented
• Strong sense of ownership and accountability

Please refer to job description.