Live opening · Posted 3 days ago
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About the role
Description supplied by the original job listing.
Are you a tax professional who enjoys preparing individual tax returns, solving tax-related issues, and continuously developing your technical knowledge?
If you’re detail-oriented, proactive, and comfortable working independently while collaborating with a supportive remote team, this opportunity could be a great fit.
WHAT’S IN IT FOR YOU?
Competitive salary, depending on experience and expertise
Employer of Record (EOR) employment setup, with Philippine statutory government benefits, contributions and 13th-month pay;
Morning shift schedule starting at 7:00 AM Philippine time (6:00 PM Central Time)
19 days of Paid Time Off (PTO) annually, consisting of 12 vacation leaves and 7 sick leaves;
HMO coverage after 6 months of employment;
Philippines holidays observed
Remote opportunity! Work at the comfort of your home!;
Company-provided IT equipment and technology support
Career advancement opportunities within the firm
Supportive and positive remote working environment
Weekly team huddles focused on projects, help needed, schedules, and team wins & shout outs
CLIENT BACKGROUND
Our client is a growing US-based tax planning and advisory firm specializing in advanced tax strategies for high-income individuals, business owners, and high-earning W-2 professionals.
The firm provides comprehensive tax planning, advisory, and tax preparation services, helping clients manage their tax obligations while identifying opportunities for tax efficiency. The company also offers wealth management services, providing clients with an integrated approach to their financial needs.
As the firm continues to grow and expand its client portfolio through potential acquisitions, it is looking for a dedicated Tax Accountant / Tax Preparer who can take ownership of tax preparation activities, maintain organized workflows, and ensure that client returns are prepared accurately and efficiently.
The company operates with a faith-based foundation and places strong importance on client service, responsiveness, accountability, and maintaining trusted relationships. The owner values individuals who take initiative, communicate proactively, and are willing to learn and adapt to new technologies and processes.
DUTIES AND RESPONSIBILITIES:
Prepare U.S. federal tax returns, including Forms 1040, 1120S, 1120, and 1065, with limited estate-related tax work as needed.
Manage assigned client workflows and tax preparation pipelines in TaxDome, including tracking client status, maintaining document checklists, and following up on missing or incomplete documents.
Organize, upload, and process tax documents using the firm’s software and automation tools, including UpTax.
Prepare tax returns in ProConnect, ensuring accurate data entry and proper classification of tax information.
Maintain organized client records and documentation while ensuring tax preparation tasks are completed accurately and within deadlines.
Follow established workflows, SOPs, and quality-control procedures, escalating unusual issues or questions as needed.
Support increasing tax return volume as the firm continues to expand.
QUALIFICATIONS:
Bachelor’s degree in Accounting, Finance, or a related field, or equivalent relevant experience
Minimum of 1–2 years of hands-on US tax preparation experience;
Experience preparing US individual income tax returns (Form 1040), and business tax returns, including Forms 1120S, 1120, and 1065;
Solid understanding of US federal and state tax preparation requirements;
Experience with ProConnect and TaxDome is a plus
Strong attention to detail and ability to accurately review and organize financial and tax documents;
Strong organizational skills and ability to manage multiple client files and deadlines;
Strong written and verbal communication skills
Comfortable learning and navigating new software, technology, and automated workflows.
ADDITIONAL REQUIREMENTS
Must have a dedicated, private and secure workspace
Must have reliable high-speed internet and backup connectivity
Must be able to protect confidential client financial information
DESCRIPTION OF IDEAL CANDIDATE
Proactive — takes initiative in following up with clients, tracking missing documents, and moving tax returns through the preparation process;
Highly responsive and client-focused — understands the importance of timely communication and consistently follows through on client requests and outstanding items;
Detail-oriented and Organized — carefully reviews tax documents and ensures accurate data entry and preparation;
Accountable — takes ownership of assigned responsibilities and ensures tasks are completed accurately and on time;
Tech-Savvy & Adaptable — comfortable with tax platforms and automation tools and quick to learn new systems and workflows
Independent — capable of managing assigned tax preparation responsibilities with minimal supervision once trained;
Eager to learn — open to feedback, guidance, and continuous improvement.
Are you the Tax Accountant we've been looking for?
Submit your application and take the next step in your career!
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