Tax Specialist

CPA Staffing Partners; Makati; Remote; PHP 1,134,000 - 1,890,000; Full time

Job summary

CPA Staffing Partners is seeking a US Tax Specialist to prepare and review federal, state, and local tax returns remotely from the Philippines. You will gather client information, perform tax research, and assist with planning and compliance engagements across various entity types. Collaboration with a U.S.

client will occur during aligned business hours. The ideal candidate has a accounting/tax background, hands-on U.S.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or related field.
• Experience in U.S. tax preparation and compliance.
• Experience with U.S. federal and state returns.
• Strong written and verbal English communication skills.
• Experience handling individual and business tax returns is preferred.
• Proficiency in Excel and data organization.

Responsibilities

• Prepare accurate federal, state, and local tax returns for clients.
• Prepare individual income tax returns (Form 1040 and schedules).
• Prepare business tax returns (Forms 1065, 1120, 1120-S).
• Assist with fiduciary, estate, nonprofit, payroll, or sales tax filings as needed.
• Enter and validate tax data using professional software.
• Organize client tax documents and schedules for review.
• Produce clear, review-ready tax workpapers and findings.
• Conduct tax research using approved tools and guidance.
• Assist with projections and estimated tax calculations.
• Communicate professionally with U.S. clients and team members.

Skills

US tax preparation

Tax compliance

Public accounting

Excel proficiency

English communication

Multitasking

Tax forms

Education

Bachelor's degree in Accounting, Finance, Taxation, or related field

Job description

About the role

The US Tax Specialist will prepare and review federal, state, and local tax returns, organize client tax information, perform tax research, prepare supporting workpapers, and assist with tax planning and compliance engagements. Depending on experience and client requirements, the role may support individual, business, partnership, corporate, fiduciary, and nonprofit tax returns. The successful candidate will work remotely from the Philippines and collaborate with an assigned U.S. client during aligned business hours.

Key responsibilities

• Prepare accurate federal, state, and local tax returns in accordance with applicable U.S. tax laws and client procedures
• Prepare individual income tax returns, including Form 1040 and related schedules
• Prepare business tax returns, including Forms 1065, 1120, and 1120-S
• Assist with fiduciary, estate, gift, nonprofit, payroll, or sales tax filings when required by the assigned client
• Enter and validate tax data using professional tax preparation software
• Organize client-provided tax documents, financial statements, trial balances, and supporting schedules
• Prepare clear, accurate, and review-ready tax workpapers
• Conduct research on federal and state tax matters using approved tax research tools and authoritative guidance
• Assist with individual and business tax projections and quarterly estimated tax calculations
• Communicate professionally with U.S. clients, tax professionals, and internal team members

About you

• Bachelor's degree in Accounting, Finance, Taxation, or a related field
• Previous experience in U.S. tax preparation, tax compliance, public accounting, or a related role
• Practical experience preparing U.S. federal and state tax returns
• Experience working with individual returns is required or strongly preferred, depending on the client assignment
• Experience with partnership, S corporation, and C corporation returns is strongly preferred
• Familiarity with U.S. tax forms, including Forms 1040, 1065, 1120, and 1120-S
• Proficiency in Microsoft Excel, including formulas, lookups, filters, and data organization
• Strong written and verbal English communication skills
• Excellent analytical, organizational, and problem-solving abilities
• Ability to manage multiple engagements and meet strict filing deadlines