Remote U.S. Personal Tax Associate - Growth Path

OptiNizers; Philippines; On-site; PHP 1,677,000 - 3,354,000; Full time

Job summary

OptiNizers is seeking a Remote Tax Associate (U.S. Personal Tax) to support a U.S.-based accounting firm with personal tax return preparation and tax workflows. The role focuses on U.S.

individual returns and cross-client support, with data entry and document review in a fully remote, Pacific Time-aligned schedule. Ideal candidates have hands-on experience with U.S. personal tax returns, familiarity with multi-state filings (CA, NY), and comfort using ProSeries, Lacerte, CCH Axcess, or TaxDome.

Qualifications

• Hands-on experience with U.S. personal tax returns (individuals).
• Familiarity with multi-state filings (California and New York a plus).
• Comfort navigating ProSeries, Lacerte, CCH Axcess, and TaxDome.

Responsibilities

• Prepare and assist with U.S. personal tax returns for multiple clients.
• Perform accurate data entry of tax documents and financial information.
• Organize and review client-provided tax documentation for completeness.

Skills

Attention to detail

Multitasking

Strong communication

Tools

ProSeries

Lacerte

CCH Axcess

TaxDome

Job description

OptiNizers is seeking a Remote Tax Associate (U.S. Personal Tax) to support a U.S.-based accounting firm with personal tax return preparation and tax workflows. The role focuses on U.S.

individual returns and cross-client support, with data entry and document review in a fully remote, Pacific Time-aligned schedule. Ideal candidates have hands-on experience with U.S. personal tax returns, familiarity with multi-state filings (CA, NY), and comfort using ProSeries, Lacerte, CCH Axcess, or TaxDome.