Jr. Tax Preparer | WFH

Cloudstaff Pty; Philippines; Remote; PHP 300,000 - 450,000; Full time

Job summary

Cloudstaff is a remote-friendly tax firm building its US tax practice. You will join early to prepare first-pass client returns and build workpapers with our AI tooling, collaborating with a review team that handles tax judgment calls.

Ideal candidates have 1–2 years of U.S. tax preparation experience (1040, 1120S, 1065) and are detail-oriented, organized, and comfortable working remotely across secure file sharing and client portals.

Qualifications

• 1–2 years of U.S. tax preparation experience with forms 1040, 1120S, 1065.
• Interest in building a career in tax and learning reviewer-minded approaches.
• Able to work remotely and stay organized across secure platforms.

Responsibilities

• Prepare the first pass of individual and business returns (1040, 1120S, 1065).
• Build accurate, well-organized workpapers for reviewers.
• Track down missing documents to keep returns moving.
• Flag unclear items to the review team and keep systems current.
• Suggest workflow and tooling improvements to reduce bottlenecks.
• Work with AI-assisted workflow and tax software to assemble returns.

Skills

U.S. tax prep

Attention to detail

Remote work

Tools

AI tooling

Tax software

Client portals

Secure file sharing

Job description

Work-From-Home (CS Everywhere) - A work setup with unlimited access to the office and combined the flexibility and cost savings that comes with working from world-class offices.

We're a small, tight-knit team building a tax firm from the ground up, and we build our own AI tooling to support the work. You would join early and build our tax practice with us.

You'll work alongside our Tax Compliance Manager and prepare the first pass of client returns. You'll assemble returns using our AI tooling and tax software, build the workpapers, and hand off to our review team. Tax judgment calls sit with the reviewer, not with you, so you'll be learning how our reviewers think while you work. This is the seat people grow into more advanced tax work from.

What you'll do

• Prepare the first pass of individual and business returns using our AI-assisted workflow, including 1040, 1120S, 1065, and related forms.
• Build accurate, well-organized workpapers so the reviewer has what they need.
• Track down missing documents and information to keep returns moving.
• Flag anything unusual or unclear to the review team.
• Keep our systems current so the team can see where every return stands.
• Tell us what's slowing you down so we can fix the workflow and the tooling.

You have 1 to 2 years of U.S. tax preparation experience, including 1040, 1120S, and1065 returns. Experience with any of these is a plus: trust returns, Schedule F (agriculture), K-1 investments, foreign income for U.S. residents, and multi-state returns. You want to build a career in tax, and you're looking for a seat where the work gets harder as you get better. You care about the clients behind the returns, and you want to build something new with a small team. You're detail-oriented and organized, and you ask questions when something doesn't look right. You're comfortable working remotely across tax software, client portals, and secure file sharing.