Tax Preparer — Individual Tax, Senior

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

Overview

We are seeking a Senior Individual Tax Preparer to prepare and review moderately complex U.S. individual income-tax returns under the direction of the CPA firm’s tax manager or preparer-in-charge. The Senior Tax Preparer should be able to analyze source documents, identify planning or compliance issues for escalation, handle multi-state and investment-related items, and help coach junior preparers.

Responsibilities

Key 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

Qualifications

Required qualifications

• 4–7 years of practical U.S. individual tax-preparation experience
• Strong experience preparing Form 1040 returns and related schedules
• Experience with at least one professional tax software platform
• Working knowledge of federal and state filing concepts, including multi-state situations
• Ability to analyze K-1s, brokerage statements, rental information, and self-employment records
• Ability to review workpapers and identify errors or missing support
• Strong Excel or Google Sheets skills and strong documentation habits
• Ability to communicate tax questions without overstating conclusions
• Strong written and spoken English and the ability to work with U.S.-based reviewers

Preferred qualifications

• Experience with high-net-worth individual returns or more complex investment and rental activity
• Experience with amended returns, extensions, estimates, foreign information received from clients, or multi-state filings
• Experience reviewing junior preparers’ returns
• Experience with tax research tools or firm-specific tax-reference procedures
• Prior experience in a U.S. CPA firm or tax outsourcing environment