Individual Tax Preparer - Returns & Compliance

ibex; Philippines; On-site; PHP 300,000 - 520,000; Full time

Job summary

ibex is seeking an Individual Tax Preparer to support the preparation of U.S. federal and state individual income-tax returns under supervision. Practical U.S. tax-prep experience is required; CPA/EA credential not required.

You will organize client documents, prepare returns, and ensure accuracy under firm procedures, with emphasis on Form 1040 and related schedules. Tax-season hours may apply.

Qualifications

• 1–3 years of hands-on U.S. individual tax-preparation or tax-support experience.
• Familiarity with Form 1040 preparation and common federal tax forms and schedules.
• Ability to read prior-year returns and identify material changes or missing information.
• Basic understanding of federal and state individual income-tax concepts.
• Strong attention to detail and ability to follow documented review procedures.
• Strong Excel or Google Sheets skills for organizing and reconciling information.
• Clear written and spoken English for communicating questions to the review team.
• Willingness to work extended or adjusted hours during tax season when required.

Responsibilities

• Organize client tax documents, prior-year returns, questionnaires, and source information
• Prepare or input individual tax-return data under established firm procedures
• Assist with federal Form 1040 returns and applicable state returns
• Handle common items such as wages, interest, dividends, retirement income, brokerage activity, rental income, self-employment income, education expenses, and itemized deductions
• Roll forward prior-year data and compare current-year information for changes or missing items
• Reconcile tax documents to the return and investigate inconsistencies
• Prepare clear questions for missing information or unusual transactions
• Maintain organized workpapers and source-document references
• Address reviewer notes accurately and document changes
• Follow the firm’s tax software, e-file, security, and quality-control procedures
• Protect confidential taxpayer information and follow data-security requirements

Tools

CCH Axcess

ProSystem fx

UltraTax CS

Lacerte

Drake

ProSeries

Job description

ibex is seeking an Individual Tax Preparer to support the preparation of U.S. federal and state individual income-tax returns under supervision. Practical U.S. tax-prep experience is required; CPA/EA credential not required.

You will organize client documents, prepare returns, and ensure accuracy under firm procedures, with emphasis on Form 1040 and related schedules. Tax-season hours may apply.