US Tax Preparer

Prepare accurate federal state and local tax returns using professional tax preparation software.

Prepare individual income tax returns including Form 1040 and related schedules.

Prepare business tax returns including Formsand 1120-S based on experience and client requirements.

Assist with fiduciary nonprofit estate gift payroll or sales tax returns when assigned.

Enter tax information accurately from Forms W-2 1099 K-1 1098 and other supporting documents.

Review prior-year tax returns to identify carryforwards elections estimated payments credits and other relevant tax items.

Calculate taxable income deductions tax credits estimated payments and tax liabilities.

Prepare federal and state tax extensions and estimated payment vouchers.

Assist with amended returns and other corrective filings.

Complete applicable federal and state forms schedules statements and disclosures.

Prepare returns for senior or manager review according to established internal deadlines.

Address review comments promptly and accurately.

Confirm that tax returns are complete and ready for electronic filing or client delivery.

Assist with rejected electronic filings and correct identified errors for retransmission.

Organize client tax documents financial statements trial balances and supporting schedules.

Prepare clear accurate and review-ready tax workpapers.

Reconcile tax documents to accounting records and prior-year returns.

Prepare book-to-tax reconciliations and supporting tax adjustment schedules.

Tie tax return amounts to source documents and workpapers.

Identify missing incomplete duplicated or inconsistent information.

Prepare client information request lists and follow up on outstanding documents.

Document tax calculations assumptions adjustments and unresolved matters clearly.

Maintain organized electronic files using the assigned clients document-management system.

Follow client-specific workpaper templates naming conventions and file-organization standards.

Maintain complete supporting documentation for each prepared return.

Protect confidential taxpayer and financial information at all times.

Prepare Form 1040 returns and applicable schedules.

Process wage interest dividend capital gain rental business and retirement income information.

Prepare Schedule C Schedule E and other applicable individual tax schedules.

Record itemized deductions tax credits estimated payments and withholding information.

Review brokerage statements and summarize investment transactions when required.

Track capital loss passive activity charitable contribution and other available carryforwards.

Assist with multistate individual returns based on client requirements and candidate experience.

Identify unusual transactions or missing information and escalate them to the assigned reviewer.

Import enter or review trial balance information in the assigned tax software.

Map general ledger accounts to appropriate tax return classifications.

Prepare book-to-tax adjustments and supporting schedules.

Assist with depreciation amortization fixed asset and cost basis schedules.

Prepare applicable tax forms for partnerships S corporations and C corporations.

Assist with partner and shareholder basis schedules when assigned.

Prepare Schedule K-1 information and supporting allocation schedules.

Review information provided for officers shareholders partners and contractors.

Identify significant changes from the prior year and communicate them to the reviewer.

Assist with state business returns and multistate filings based on experience.

Maintain accurate status updates for assigned tax returns.

Prioritize assignments according to internal deadlines and statutory filing dates.

Monitor outstanding client information and communicate potential delays promptly.

Complete assigned returns within established productivity and quality standards.

Participate in tax-season status meetings and virtual team check-ins.

Coordinate with U.S. tax seniors managers and partners regarding open items.

Manage multiple returns simultaneously while maintaining accuracy and organization.

Communicate workload concerns before they affect deadlines.

Follow the assigned clients preparation review approval and electronic filing processes.

Provide additional availability during peak U.S. tax periods when required under the employment arrangement.

Communicate professionally with U.S. tax professionals and internal team members.

Prepare clear and concise questions regarding missing or unclear tax information.

Request supporting documentation using client-approved communication methods.

Provide timely updates on return status open items and review comments.

Coordinate with bookkeepers and accountants to resolve discrepancies in client financial records.

Participate in client training and technical development sessions.

Apply feedback from reviewers to improve the quality of future work.

Escalate complex or uncertain tax matters to the appropriate senior manager or partner.

Perform other tax preparation and accounting duties based on the assigned clients needs.

Bachelors degree in Accounting Finance Taxation or a related field.

Previous experience preparing U.S. federal and state tax returns.

Experience preparing Form 1040 individual income tax returns.

Familiarity with Formsand 1120-S is preferred.

Understanding of fundamental U.S. federal income tax concepts.

Knowledge of common tax documents including Forms W-2 1099 K-1 and 1098.

Experience preparing tax workpapers and reconciling supporting documentation.

Familiarity with tax return extensions estimated payments and electronic filing procedures.

Previous experience supporting U.S. clients or working with a U.S. CPA or tax firm is strongly preferred.

Proficiency with Microsoft Excel and cloud-based document-management tools.

Strong written and verbal English communication skills.

Excellent organizational and time-management abilities.

Strong analytical skills and attention to detail.

Ability to follow standardized tax preparation and review procedures.

Ability to manage multiple assignments and meet strict filing deadlines.

Ability to work independently while maintaining regular communication with the assigned client.

Willingness to work hours aligned with the assigned U.S. client.

Willingness to support extended schedules during peak tax periods when required.

Reliable internet connection and a professional remote-work environment.

Philippine Certified Public Accountant license.

Enrolled Agent credential or active progress toward obtaining the credential.

Formal training in U.S. federal or state taxation.

Experience working in a U.S. public accounting or tax preparation firm.

Experience preparing partnership S corporation and C corporation returns.

Familiarity with multistate tax returns.

Experience preparing fiduciary estate gift or nonprofit returns.

Knowledge of pass-through entity taxation.

Experience preparing depreciation and fixed asset schedules.

Familiarity with QuickBooks Online or similar cloud-based accounting software.

Advanced Microsoft Excel skills.

Experience working in a remote or offshore accounting environment.

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