US Tax Specialist

JOB RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO:

Tax Preparation & Compliance
*Independently prepare and review US federal and state tax returns, including Forms 1040, 1120, 1120-S, and 1065.
*Manage approximately 100 annual returns across individual and business clients.
*Prepare complex multi entity returns, including partnership and S corporation reporting, shareholder and partner basis calculations, K-1s, and related schedules.
*Analyze financial statements, prior-year returns, accounting records, and supporting documentation for accuracy and completeness.
*Prepare tax adjustments, reconciliations, and year-end journal entries.
*Maintain accurate workpapers and supporting documentation.
*Research federal and state tax regulations, identify technical issues, and recommend appropriate treatment.
*Prepare extensions, estimated tax calculations, and required compliance filings.
*Research and prepare responses to IRS and state tax notices and correspondence.
*Complete first-level technical reviews and submit work for final approval.
*Proactively manage filing deadlines and identify missing information or potential compliance issues.

Tax Planning & Strategy
*Prepare comprehensive federal and state income tax projections for business owners and their entities throughout the year.
*Identify and evaluate tax-saving opportunities involving entity structures, owner compensation, retirement plans, deductions, credits, distributions, and other planning strategies.
*Research advanced tax issues involving multiple business entities and overlapping individual and business tax considerations.
*Model alternative strategies and calculate their financial and tax implications.
*Prepare detailed calculations and clear strategy recommendations for founder review.
*Monitor legislative and regulatory changes affecting our clients.
*Collaborate with the bookkeeping and CFO teams to ensure accounting records support accurate and effective tax planning.
*Assist with implementing approved tax strategies and monitoring their results.

Payroll & Accounting Coordination
*Process monthly payroll through our payroll software.
*Review quarterly and annual federal and state payroll tax filings for accuracy and completeness.
*Prepare manual payroll tax filings for specialized client arrangements, including family management companies.
*Reconcile payroll records, tax liabilities, employee compensation, and bookkeeping accounts.
*Review payroll-related adjusting journal entries and year-end accounting records.
*Ensure accurate reporting of shareholder compensation, payroll deductions, benefits, and other tax-sensitive payroll transactions.
*Coordinate with the bookkeeping team to resolve discrepancies and maintain accurate financial records.

Tax Operations & Team Collaboration
*Independently manage assigned projects, priorities, and deadlines.
*Communicate proactively with our Client Success Manager and bookkeeping team regarding missing information, deadlines, and outstanding questions.
*Maintain accurate project status and documentation in our practice management systems.
*Follow established quality control procedures and identify opportunities to improve them.
*Develop and refine standard operating procedures, templates, and internal workflows.
*Identify opportunities to streamline tax preparation, research, projections, and compliance through technology and automation.
*Participate in team meetings, training, and professional development.

EXPERIENCE AND SKILLS REQUIRED:
*Minimum 5 years of , including substantial experience preparing individual and business returns. Candidates with 8–12 years of experience are especially encouraged to apply.
*Extensive experience preparing US federal individual and business tax returns, including Forms 1040, 1120, 1120-S, and 1065.
*Proficiency in using Tax software. Experience in Intuit ProConnect Tax Online is a huge advantage.
*Advanced Microsoft Excel skills, including complex calculations, reconciliations, and financial analysis.
*Experience working with US accounting firms and/or US-based clients.
*Strong working knowledge of US federal tax law and relevant state tax requirements.
*Experience with pass-through entities, shareholder and partner basis, business structures, and individual tax considerations.
*Ability to prepare tax returns independently, evaluate technical accuracy, and identify matters requiring further research or review.
*Strong research and analytical skills, including the ability to interpret tax guidance and document conclusions.
*Experience preparing tax projections and supporting tax planning recommendations.
*Familiarity with US payroll processing, payroll tax compliance, and accounting reconciliations.
*Excellent written and spoken English.
*Strong attention to detail, organizational skills, and the ability to manage multiple deadlines.
*Reliable high-speed internet, a suitable remote workspace, and backup equipment/connectivity.

Preferred Qualifications
*Philippine Certified Public Accountant (CPA) credential.
*Active US Enrolled Agent (EA) credential.
*Experience with a Big Four accounting firm or established US public accounting firm.
*Advanced experience in tax planning for closely held businesses, high-income individuals, and multientity structures.
*Experience preparing multistate individual and business tax returns.
*Experience conducting technical reviews of returns prepared by other accountants.
*Familiarity with tax workflow automation, AI-assisted research, and accounting technology.

WE’RE LOOKING FOR SOMEONE WHO
*Thinks beyond the return. You understand that tax preparation is only one part of effective tax planning. You’re naturally curious about opportunities to improve a client’s overall financial position.
*Takes ownership. You don’t need someone constantly checking your progress. You anticipate deadlines, resolve problems, and follow through.
*Has excellent technical judgment. You’re confident in your expertise, but you know when to research, ask questions, or challenge an assumption.
*Loves the details. You enjoy untangling complicated financial records, finding discrepancies, and getting the numbers exactly right.
*Communicates clearly. You can explain complicated tax matters in straightforward language and provide organized, actionable recommendations.
*Enjoys improving systems. You’re always looking for a more accurate, efficient, or effective way to complete work.
*Values collaboration and independence. You enjoy being part of a small, capable team where your contributions matter.
*Takes work seriously without taking yourself too seriously. You care about excellence, enjoy what you do, and believe there’s more to life than work.

Tech Requirements:
*Computer - at least i5 or equivalent with 8gb RAM
*Internet Speed - At least 50 MBPS Download speed

Job Type: Full-time
Schedule: Monday–Friday, 6:00 AM–2:00 PM US Central standard time // 8PM to 4AM Philippine Time
Salary Range: Php 160, ---------- ,000 monthly, Depending on experience

Full-Time Performance Bonuses:

We believe exceptional professionals deserve competitive compensation, meaningful
opportunities to grow, and a work environment that supports their lives outside the
Office.

*Our full-time team bonuses include:
Generous Paid Time Off: Accrues at 21 paid days annually, increasing to 30 days after three years.
*Extended Weekends: One four-day weekend each month during our off-season, separate from regular PTO.

• Quarterly Profit-Sharing Bonuses: Opportunities to share in the firm’s financial success.

*Health Benefits: Health insurance reimbursement for you and your family.

• In-Home Support: Monthly allowance toward household assistance or childcare.
• Internet Allowance: Monthly reimbursement for reliable home internet.
• 13th-Month Bonus: Additional month’s compensation after one year.

*Work-Life Balance: A consistent 40-hour workweek with no mandatory overtime, including during tax season.
*Professional Growth: Opportunities to deepen your tax strategy expertise, expand your responsibilities, and advance within our growing firm.

Application Instruction:
Fill out this form: ---------- /appqNAvkEQ10YFlc3/pagpVKgGtJCXthoVt/form