Tax Preparer / US Individual Tax | Onsite | Nightshift

IBEX Global Solutions (Philippines) Inc.; Mandaluyong; On-site; PHP 350,000 - 520,000; Full time

Job summary

IBEX Global Solutions (Philippines) Inc. is seeking an Individual Tax Preparer to support preparation of U.S. federal and state returns under supervision.

The role emphasizes organizing client information, identifying missing documents, and flagging issues for review. The ideal candidate has hands-on U.S. individual tax-prep experience, familiarity with Form 1040 and common schedules, and strong attention to detail.

Qualifications

• Hands-on U.S. individual tax-prep experience.
• Familiarity with Form 1040 and common federal schedules.
• Ability to read prior-year returns and identify material changes.
• Strong Excel/Google Sheets skills.
• Clear written and spoken English.

Responsibilities

• Organize client tax documents, prior-year returns, questionnaires, and source information
• Prepare or input individual tax-return data under established firm procedures
• Assist with federal Form 1040 returns and applicable state returns
• Handle items such as wages, interest, dividends, retirement income, and other income sources
• Roll forward prior-year data and compare current-year information for changes or missing items
• Reconcile tax documents to the return and investigate inconsistencies
• Prepare clear questions for missing information or unusual transactions
• Maintain organized workpapers and source-document references
• Address reviewer notes accurately and document changes
• Follow the firm’s tax software, e-file, security, and quality-control procedures
• Protect confidential taxpayer information and follow data-security requirements

Skills

US tax prep

Form 1040 prep

Excel/Sheets

English proficiency

Attention to detail

Tools

CCH Axcess

ProSystem fx

UltraTax CS

Lacerte

Drake Tax

ProSeries

Job description

Job Description

We are seeking an Individual Tax Preparer to support the preparation of U.S. federal and state individual income-tax returns under the supervision and review of experienced tax professionals. The ideal candidate has practical experience preparing or assembling Form 1040 returns and understands how to organize client information, identify missing documents, and flag issues for review.

Key responsibilities

• Organize client tax documents, prior-year returns, questionnaires, and source information
• Prepare or input individual tax-return data under established firm procedures
• Assist with federal Form 1040 returns and applicable state returns
• Handle common items such as wages, interest, dividends, retirement income, brokerage activity, rental income, self-employment income, education expenses, and itemized deductions
• Roll forward prior-year data and compare current-year information for changes or missing items
• Reconcile tax documents to the return and investigate inconsistencies
• Prepare clear questions for missing information or unusual transactions
• Maintain organized workpapers and source-document references
• Address reviewer notes accurately and document changes
• Follow the firm’s tax software, e-file, security, and quality-control procedures
• Protect confidential taxpayer information and follow data-security requirements

Qualifications

• Hands-on U.S. individual tax-preparation or tax-support experience
• Familiarity with Form 1040 preparation and common federal tax forms and schedules
• Ability to read prior-year returns and identify material changes or missing information
• Familiarity with tax software such as CCH Axcess, ProSystem fx, UltraTax CS, Lacerte, Drake, ProSeries, or comparable platforms
• Basic understanding of federal and state individual income-tax concepts
• Strong attention to detail and ability to follow documented review procedures
• Strong Excel or Google Sheets skills for organizing and reconciling information
• Clear written and spoken English for communicating questions to the review team
• Willingness to work extended or adjusted hours during tax season when required