Senior Tax Preparer — Individual Returns & Mentoring

IBEX Global Solutions (Philippines) Inc.; Mandaluyong; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

IBEX Global Solutions (Philippines) Inc. is seeking a Senior Individual Tax Preparer to prepare and review moderately complex U.S. individual income-tax returns. You will analyze source documents, identify planning or compliance issues, and coach junior preparers under supervision.

Responsibilities include handling multi-state filings, reviewing K-1s and investment reports, and ensuring accurate, timely delivery. Strong English and tax software experience required.

Qualifications

• 4–7 years of U.S. individual tax-preparation experience.
• Strong knowledge of Form 1040 and related schedules.
• Experience with at least one professional tax software platform.
• Understanding of multi-state filing concepts.
• Excellent written and spoken English.

Responsibilities

• Prepare and review individual federal and state income-tax returns
• Analyze prior-year returns, tax organizers, source documents, and client correspondence
• Handle returns involving self-employment, rental real estate, investments, retirement distributions, K-1s, itemized deductions, estimated taxes, and multi-state filing requirements
• Review Schedule C income and expenses, Schedule E activity, Schedule D and Form 8949 transactions, and common K-1 reporting
• Identify missing information, inconsistent data, possible duplicate deductions, and unusual year-over-year changes
• Prepare concise issue lists and escalation notes for the reviewing CPA or tax manager
• Review associate-level work for completeness, accuracy, and documentation quality
• Respond to review notes and manage assigned work through completion
• Support extensions, estimates, amended-return data gathering, and tax-organizer follow-up
• Maintain accurate workflow status across multiple returns and deadlines
• Follow firm procedures for taxpayer data, e-file authorization, workpaper retention, and quality control

Skills

U.S. tax prep

Multi-state taxation

Review & coaching

English communication

Tools

Tax software

Job description

IBEX Global Solutions (Philippines) Inc. is seeking a Senior Individual Tax Preparer to prepare and review moderately complex U.S. individual income-tax returns. You will analyze source documents, identify planning or compliance issues, and coach junior preparers under supervision.

Responsibilities include handling multi-state filings, reviewing K-1s and investment reports, and ensuring accurate, timely delivery. Strong English and tax software experience required.