US Personal and Business Tax Preparer

This is a remote position.

PLEASE NOTE:  although a remote job, you MUST be located in the Philippines to apply. 

Description: The US Personal and Business Tax Preparer will be responsible for preparing and reviewing tax returns for individuals and businesses, ensuring compliance with US tax laws. The ideal candidate will have extensive experience working with US companies and possess excellent communication skills. 

Responsibilities:

1. Tax Preparation:
   

   • Prepare and review federal, state, and local tax returns for individuals and businesses.
     
   • Ensure all tax filings are accurate and submitted on time.
     
   • Conduct thorough tax research to stay up-to-date with the latest tax laws and regulations.
     

2. Client Interaction:
   

   • Communicate effectively with clients to gather necessary information and documentation for tax preparation.
     
   • Provide clients with tax planning strategies to minimize tax liabilities.
     
   • Respond to client inquiries and provide exceptional customer service.
     

3. Compliance and Review:
   

   • Ensure compliance with all relevant tax laws and regulations.
     
   • Review and verify the accuracy of tax documents and financial statements.
     
   • Identify and resolve tax issues and discrepancies.
     

4. Collaboration and Reporting:
   

   • Collaborate with other team members to ensure seamless tax preparation and filing processes.
     
   • Report to management on the status of tax preparation and any issues encountered.
     

Qualifications:

• Education:
  

  • Bachelor’s degree in Accounting, Finance, or a related field.
    
  • CPA certification or equivalent is preferred.
    

• Experience:
  

  • Minimum of 5 years of experience in tax preparation for US individuals and businesses.
    
  • Proven experience working with US companies.