Remote Tax Associate – U.S. Personal Tax, Growth Path

OptiNizers; Philippines; Remote; PHP 1.732.000 - 3.463.000; Vollzeit

Zusammenfassung

OptiNizers is seeking a detail-oriented Remote Tax Associate (U.S. Personal Tax) to support a U.S.-based accounting firm in personal tax return preparation and tax workflow optimization.

The role handles multiple clients, multi-state filings, and tax software like ProSeries, Lacerte, CCH Axcess, and TaxDome. The position is fully remote with Pacific Time working hours and potential progression to a full-time role based on performance and business needs.

Qualifikationen

• Proven experience working on U.S. personal tax returns.
• Familiarity with tax software such as ProSeries (preferred), Lacerte, or CCH Axcess.
• Experience using TaxDome or similar practice management tools is a plus.

Aufgaben

• Prepare and assist with U.S. personal tax returns (individual returns).
• Perform accurate data entry of tax documents and financial information.
• Organize and review client-provided tax documentation; ensure inputs are complete and accurate.
• Support streamlining tax preparation workflows and internal processes; identify inefficiencies and suggest improvements.

Kenntnisse

U.S. personal tax returns

Multi-client management

English communication

Tools

ProSeries

Lacerte

CCH Axcess

TaxDome

Jobbeschreibung

OptiNizers is seeking a detail-oriented Remote Tax Associate (U.S. Personal Tax) to support a U.S.-based accounting firm in personal tax return preparation and tax workflow optimization.

The role handles multiple clients, multi-state filings, and tax software like ProSeries, Lacerte, CCH Axcess, and TaxDome. The position is fully remote with Pacific Time working hours and potential progression to a full-time role based on performance and business needs.