Tax Return Preparer
Job Location:
Manila - Philippines
Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Schedule: Full-Time: 40 hours per week (up to 60 during tax season/as needed)
Required working hours: 9:00 AM 6:00 PM US Central Time MondayFriday (extended during tax season/as needed)
Compensation: $15/hr (USD)
Location: Remote (India or Pakistan)
If you are an experienced tax return preparer who can independently prepare high-volume US personal and business tax returns work efficiently under deadlines and maintain a high level of accuracy this role may be a great fit for you.
We want to be very transparent - we are the place people go to grow not to relax. We work more we work on harder returns and we enjoy it. If youre not ready to work evenings and weekends during tax season and to also focus on quality/learning throughout the year you will hate it here.
DiLucci CPA Firm has been serving business owners and real estate investors since 2005. We do tax differently going beyond compliance to help our clients strategically reduce taxes protect their wealth and make better financial decisions. We have some of the hardest returns with first year clients and this is not a box-checking role; youll need to think through problems not just follow a process.
As a Tax Return Preparer you will be responsible for preparing accurate and timely US tax returns primarily for business owners and high-income individuals. You should be comfortable working with business-related returns and understanding how business activity flows through to individual returns.
This is a full-time high-output role for someone who is comfortable working independently managing a significant volume of returns communicating clearly with clients and internal team members and working extended hours during tax season when needed.
Prepare accurate US individual and business tax returns
Primarily prepareS and 1120 returns with additional return types as needed
Review financial statements tax documents prior-year returns and supporting documentation
Accurately enter and reconcile tax information
Prepare required schedules forms and supporting documentation
Identify missing inconsistent or questionable information before submitting returns for review
Research tax questions and apply current federal and state tax rules
Review completed returns for accuracy and completeness before submission
Meet established production and turnaround deadlines
Prepare returns for business owners including S-Corporations and C-Corporations
Understand how business income deductions distributions and other activity impact the owners individual return
Review business financial information and supporting documentation
Identify potential tax issues or inconsistencies that should be escalated to the appropriate team member
Request missing tax documents and information from clients
Communicate professionally with clients regarding tax return preparation
Respond promptly to questions and follow-up requests
Clearly communicate issues or missing information to the tax team
Work collaboratively with reviewers tax planners and other team members
Maintain professional and organized communication throughout the preparation process
Maintain organized client files and supporting documentation
Follow firm tax preparation processes and workflows
Accurately track work and update return status
Manage multiple returns simultaneously while maintaining attention to detail
Take ownership of assigned returns from preparation through completion
Follow all firm deadlines and escalation procedures
We are looking for someone who:
Maintain organized client files and supporting documentation
Follow firm tax preparation processes and workflows
Accurately track work and update return status
Manage multiple returns simultaneously while maintaining attention to detail
Take ownership of assigned returns from preparation through completion
Follow all firm deadlines and escalation procedures
Qualifications
5 years of professional US tax preparation experience
Experience preparing 50 US tax returns within the last 6 months
Experience preparing business tax returns particularly 1120S and/or 1120
Strong knowledge of US federal tax preparation
Strong attention to detail and accuracy
Ability to work independently
Ability to meet strict deadlines and production expectations
Professional written and verbal communication
Ability to work a minimum of 40 hours per week
Availability for extended hours and weekends during tax season
Experience working for a US CPA firm or tax preparation firm
Experience working remotely for a US-based company
Experience with CCH or Canopy Tax
Experience preparing 1065 partnership returns
Bachelors degree or relevant accounting/tax education
Enrolled Agent (EA) CPA or other relevant tax credential (Strong preference)
To make valuable tax and accounting education and services available to everyone.
1) Fun Tax Energy (FTE)
Bring Positive Energy Approach your work with focus and enthusiasm knowing that your energy is contagious.
Operational Excellence - Do great work because we care about being the best. We take pride in the details raise the standard and treat excellence as part of the job.
2) Speed Drives Results
End of Day Mentality - Move with urgency. We do not let work sit when it can be finished advanced clarified or unblocked today.
Grow Through Action Pursue learning skill-building and progress by doing. Ask questions to learn not just what to do but why it matters.
3) Own the Outcome
Resourceful Problem-Solving We do not stop at the first obstacle. We ask better questions find the right resources and keep moving until the problem is solved.
Fierce Independence Follow through on what you say you will do and take responsibility for outcomes under your control.
Communicate Early and Clearly We share status raise issues early and make sure the next step is clear before confusion becomes a problem.
