Tax Associate (U.S. Personal Tax)

OptiNizers; Philippines; Remote; PHP 1,732,000 - 3,463,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

U.S. personal tax returns

Multi-client management

English communication

Tools

ProSeries

Lacerte

CCH Axcess

TaxDome

Job description

Job Title: Remote Tax Associate (U.S. Personal Tax) Job Type: Independent Contractor | Full-Time (3:00PM - 12:00AM Pacific Time | 6:00AM - 3:00PM PH Time)

About the Role:

A detail-oriented and experienced Tax Associate is needed to support a U.S.-based accounting firm with personal tax return preparation and tax-related processes. This role focuses primarily on handling U.S. individual tax returns, supporting multiple clients, and improving efficiency across tax workflows. The ideal candidate has hands-on experience working with U.S. personal tax returns, understands tax processes, and is comfortable navigating different tax software platforms. This role also involves contributing to process improvements and helping streamline tax operations within the firm. This is an excellent opportunity for someone who is looking to grow into a long-term role, with the potential to transition into a full-time position shortly after onboarding based on performance and business needs.

Key Responsibilities:

Tax Preparation & Data Entry

• 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 completeness and accuracy of tax return inputs before review

Tax Process Support & Optimization

• Assist in streamlining tax preparation workflows and internal processes
• Identify inefficiencies and suggest improvements within the tax process
• Support the firm in organizing and optimizing tax-related systems
• Contribute to building more efficient and scalable tax operations

Client & Multi-State Tax Support

• Support tax preparation across multiple clients
• Assist with multi-state tax returns (experience with California and New York is a plus)
• Handle allocations and requirements related to multi-state filings when applicable
• Work closely with the internal team to ensure timely and accurate deliverables

Systems & Software Utilization

• Utilize tax software platforms such as ProSeries, Lacerte, or CCH Axcess
• Work within practice management systems like TaxDome
• Adapt quickly to new tools and systems as needed
• Maintain organized records and documentation within tax systems

Qualifications & Ideal Traits:

• Proven experience working on U.S. personal tax returns (required)
• Familiarity with tax software such as ProSeries (preferred), Lacerte, or CCH Axcess
• Experience using TaxDome or similar practice management tools is a plus
• Understanding of multi-state tax filings (California and New York experience preferred)
• Strong attention to detail and accuracy in handling financial data
• Ability to manage multiple clients and deadlines simultaneously
• Process-oriented mindset with interest in improving workflows
• Strong written English communication skills
• Comfortable working in a remote and structured environment
• Trainable and adaptable, especially for firm-specific processes and state-specific tax nuances

Working Environment:

• Fully remote role supporting a U.S.-based accounting firm
• Full-time schedule (3:00PM - 12:00AM Pacific Time | 6:00AM - 3:00PM PH Time)
• Potential to transition to full-time within a short period based on performance and business needs
• Work aligned with U.S. business hours (flexibility depending on workload)
• Collaborative environment with direct support and training from the client
• Opportunity for long-term growth within the firm

Originally posted on Himalayas