Senior Tax Preparer - Individual Returns Lead & Review

Ibex Limited; Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

Ibex Limited is seeking a Senior Individual Tax Preparer to prepare and review moderately complex U.S. individual income tax returns under supervision of the tax manager.

You will analyze source documents, escalate issues when needed, and coach junior preparers while ensuring accuracy and timely delivery. The role requires strong knowledge of Form 1040 and related schedules, multi-state filings, and proficiency with tax software.

Qualifications

• 4–7 years of practical U.S. individual tax-preparation experience.
• Strong ability to prepare Form 1040 and related schedules.
• Experience with at least one professional tax software.
• Familiarity with federal and state filing concepts, including multi-state filings.
• Ability to analyze K-1s, investment statements, and self-employment records.
• Strong documentation and communication skills.

Responsibilities

• Prepare and review individual federal and state income-tax returns.
• Analyze prior-year returns, tax organizers, source documents, and client correspondence.
• Handle returns with self-employment, rental real estate, investments, and multi-state filings.
• Review Schedule C, Schedule E, Schedule D, and K-1 reporting.
• Identify missing information and unusual year-over-year changes.
• Prepare issue lists and escalation notes for the reviewing CPA.
• Review junior preparers’ work for completeness and accuracy.
• Respond to review notes and manage work through completion.
• Support extensions, estimates, amended returns, and data gathering.
• Maintain accurate workflow status across returns and deadlines.

Skills

U.S. tax prep

Form 1040 expertise

Multi-state filings

Excel / Sheets

English communication

Attention to detail

Tools

Tax software platform

Job description

Ibex Limited is seeking a Senior Individual Tax Preparer to prepare and review moderately complex U.S. individual income tax returns under supervision of the tax manager.

You will analyze source documents, escalate issues when needed, and coach junior preparers while ensuring accuracy and timely delivery. The role requires strong knowledge of Form 1040 and related schedules, multi-state filings, and proficiency with tax software.