US Tax Specialist

Overview

CPA Staffing Partners is seeking a knowledgeable and detail-oriented US Tax Specialist to provide dedicated tax preparation and compliance support to U.S.-based CPA, accounting, and tax firms.

The US Tax Specialist will prepare and review federal, state, and local tax returns, organize client tax information, perform tax research, prepare supporting workpapers, and assist with tax planning and compliance engagements. Depending on experience and client requirements, the role may support individual, business, partnership, corporate, fiduciary, and nonprofit tax returns.

The successful candidate will work remotely from the Philippines and collaborate with an assigned U.S. client during aligned business hours. The ideal candidate has practical experience in U.S. taxation, strong accounting fundamentals, proficiency with professional tax software, and the ability to manage multiple deadlines during peak tax seasons.

Key Responsibilities

Depending on client requirements, responsibilities may include:

Tax Return Preparation

• Prepare accurate federal, state, and local tax returns in accordance with applicable U.S. tax laws and client procedures.

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

• Prepare business tax returns, including Forms 1065, 1120, and 1120-S.

• Assist with fiduciary, estate, gift, nonprofit, payroll, or sales tax filings when required by the assigned client.

• Enter and validate tax data using professional tax preparation software.

• Review prior-year tax returns and identify relevant carryforwards, elections, credits, and reporting requirements.

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

• Prepare federal and state extension requests and estimated tax payment calculations.

• Complete multistate returns and related schedules based on the candidate’s experience and client requirements.

• Assist with amended returns and other corrective tax filings.

• Ensure returns are complete, internally consistent, and supported by appropriate documentation.

• Prepare tax returns for reviewer approval and respond promptly to review comments.

Tax Workpapers and Documentation

• Organize client-provided tax documents, financial statements, trial balances, and supporting schedules.

• Prepare clear, accurate, and review-ready tax workpapers.

• Reconcile tax information to accounting records, payroll reports, bank statements, and prior-year returns.

• Prepare book-to-tax reconciliations and calculate applicable tax adjustments.

• Review Forms W-2, 1099, K-1, 1098, and other tax documents for accuracy and completeness.

• Track outstanding client information and prepare lists of missing documents or unanswered questions.

• Maintain complete and organized electronic tax files using the client’s document-management system.

• Document assumptions, calculations, tax positions, and unresolved matters clearly.

• Follow the assigned client’s workpaper standards, naming conventions, and documentation requirements.

• Protect confidential taxpayer information throughout the preparation and review process.

Tax Research and Compliance

• Conduct research on federal and state tax matters using approved tax research tools and authoritative guidance.

• Summarize tax research findings clearly for the client or reviewing tax professional.

• Monitor changes in tax laws, filing requirements, forms, and compliance procedures relevant to assigned work.

• Assist with tax notices, correspondence, penalty inquiries, and document requests from tax authorities.

• Prepare draft responses and supporting documentation for client or manager review.

• Maintain tax filing calendars and monitor federal, state, and local deadlines.

• Assist with electronic filing procedures and track return acceptance or rejection notices.

• Investigate rejected filings and help resolve validation or transmission issues.

• Follow applicable tax-preparer standards, quality-control procedures, and data-security requirements.

• Escalate uncertain or complex tax positions to the appropriate reviewer before finalizing the return.

Tax Planning and Advisory Support

• Assist with individual and business tax projections.

• Prepare quarterly estimated tax calculations and payment schedules.

• Help identify potential deductions, credits, elections, and tax-saving opportunities.

• Support entity selection, retirement contribution, depreciation, and income-timing analyses when assigned.

• Assist with year-end tax planning engagements.

• Prepare tax planning schedules and scenario comparisons for client review.

• Identify unusual transactions or changes in client circumstances that may have tax consequences.

• Communicate potential tax issues to the assigned senior, manager, or partner.

• Support advisory projects based on the requirements of the assigned U.S. tax firm.

Client and Team Collaboration

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

• Request missing tax documents and clarify incomplete or inconsistent information.

• Provide timely updates regarding return status, outstanding requirements, review notes, and filing deadlines.

• Participate in virtual meetings, training sessions, and tax-season status calls.

• Manage assigned returns and projects according to established priorities and turnaround times.

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

• Maintain professional judgment when handling sensitive financial and taxpayer information.

• Perform other tax, accounting, and administrative responsibilities based on the needs of the assigned client.

Qualifications

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field.

• Previous experience in U.S. tax preparation, tax compliance, public accounting, or a related role.

• Practical experience preparing U.S. federal and state tax returns.

• Experience working with individual returns is required or strongly preferred, depending on the client assignment.

• Experience with partnership, S corporation, and C corporation returns is strongly preferred.

• Familiarity with U.S. tax forms, including Forms 1040, 1065, 1120, and 1120-S.

• Understanding of basic U.S. federal income tax principles and common state filing requirements.

• Knowledge of tax workpaper preparation, book-to-tax adjustments, and tax return reconciliation.

• Prior experience supporting U.S. clients or working with a U.S.-based CPA or tax firm is strongly preferred.

• Experience working in a remote or offshore accounting environment is an advantage.

• Proficiency in Microsoft Excel, including formulas, lookups, filters, and data organization.

• Strong written and verbal English communication skills.

• Excellent analytical, organizational, and problem-solving abilities.

• High level of accuracy and attention to detail.

• Ability to interpret tax documents and identify missing or inconsistent information.

• Ability to manage multiple engagements and meet strict filing deadlines.

• Willingness to work additional hours during peak tax periods, subject to employment terms and client requirements.

• Ability to work independently while maintaining regular communication with the assigned client and internal team.

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

• Reliable internet connection and a professional remote-work environment.

Preferred

• Philippine Certified Public Accountant license.

• Enrolled Agent credential or active progress toward obtaining the credential.

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

• Experience handling multistate individual or business returns.

• Knowledge of pass-through entity taxation.

• Experience preparing fiduciary, estate, gift, nonprofit, payroll, or sales tax returns.

• Experience assisting with tax planning, projections, or notices.

• Experience with QuickBooks Online or other cloud-based accounting platforms.

• Advanced Microsoft Excel skills.

• Formal training in U.S. taxation.

• Familiarity with Internal Revenue Service publications, instructions, and professional tax research tools.

Ideal Candidate

The ideal candidate is a detail-oriented and proactive tax professional with a strong understanding of U.S. tax regulations and compliance requirements. You are comfortable handling complex tax matters, conducting research, communicating with clients, and delivering high-quality tax services in a fast-paced environment.

Why Join Our Talent Pool?

• Access to opportunities with leading U.S. CPA firms, accounting firms, and tax advisory practices.

• Exposure to a broad range of industries and tax engagements.

• Long-term career growth and professional development opportunities.

• Remote work environment with international collaboration.

• Competitive compensation based on skills and experience.

• Supportive, professional, and client-focused culture.