US Senior Tax Accountant | US Eastern Time | Independent Contractor

TeamUp; Philippines; Remote; PHP 5,729,000 - 8,275,000; Full time

Job summary

TeamUp seeks a high-caliber US tax expert to join as a full-time, independent contractor, working remotely and exclusively. The role emphasizes complex tax returns, real estate structures, and proactive client service.

You will deliver strategic tax guidance, coordinate with senior staff, and manage documents efficiently within EST business hours. This position offers strong compensation and learning opportunities in a supportive, relationship-based firm.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• At least 5 years of hands-on U.S. tax experience with real estate exposure.
• Strong expertise in entity tax returns (S Corps, partnerships) including multi-entity structures.
• Proficiency with UltraTax; QuickBooks Online/Desktop and Xero familiarity.
• Ability to work on US Eastern Time (10:00–19:00 ET) with lunch break.
• CPA preferred; non-CPAs with strong U.S. tax experience will be considered.

Responsibilities

• Prepare and review complex tax returns for individuals, partnerships, and corporations with real estate involvement.
• Identify missing information, prioritize tasks, and manage deadlines within budgets.
• Communicate open items with senior staff and clients to keep work moving.
• Maintain accuracy by avoiding duplicate requests and documenting workpapers.
• Support additional compliance needs (write-ups, 1099s, payroll, sales tax) using QuickBooks, Xero, and UltraTax.
• Participate in client meetings and explain complex tax topics clearly to fit client situations.

Skills

US tax expertise

Real estate tax

CPA preferred

Communication skills

Time management

UltraTax

QuickBooks

Xero

Education

Bachelor’s in Accounting/Finance

Tools

UltraTax

QuickBooks Online

QuickBooks Desktop

Xero

Job description

**This is a full-time independent contractor role. Candidates must be able to commit exclusively to this position and not engage in part-time or freelance work once hired.**

Are you a high-caliber U.S. tax expert who can pair technical depth with stellar client communication?

If you’re fast, accurate, and love using strategy to create real client impact, this role is for you.

WHAT’S IN IT FOR YOU?

• Competitive compensation package tailored to your experience and expertise;
• Performance-based bonuses rewarding your hard work and dedication;
• Enjoy a generous 24 PTO credits, covering vacations, sick leaves, and holidays;
• Fixed US Eastern Time (10:00 AM to 7:00 PM ET, with 1-hour lunch break) to ensure seamless collaboration with team members and clients;
• Embrace the convenience of remote work - operate from the comfort of your home!;
• Secure a full-time role as an Independent Contractor, with no BPO involvement!;
• Unlock a fulfilling career path with ample learning opportunities;
• Exciting, relationship-based company that genuinely cares about its people and clients;
• Join a firm that goes beyond tax preparation — where you will deliver strategic guidance to drive long-term business success;
• Opportunity to grow through internal learning and exposure to a variety of client services.

CLIENT BACKGROUND

A New York-based tax-focused firm committed to delivering high-quality, proactive service by optimizing tax returns and identifying strategic opportunities for clients. Their approach emphasizes strong documentation practices, audit risk mitigation, and maximizing tax savings.

They primarily serve a diverse portfolio of advanced and real estate-centric clients, including medical practices, dentists, engineers, and other professional service providers. Most engagements involve partnerships for real estate and passive investments, as well as active businesses structured as S-Corporations and, occasionally, C-Corporations.

The firm values professionals who can see the big picture and produce accurate, efficient tax work while supporting clients across a variety of entities and industries.

DUTIES AND RESPONSIBILITIES:

• Prepare and review complex individual, partnership, and corporate tax returns—especially those involving real estate, multi-entity structures, and advanced tax topics (e.g., cost segregations, 1031 exchanges, installment sales, passive activity rules).
• Proactively identify missing information, manage recurring vs. new tasks, and prioritize workloads to meet deadlines and budget expectations.
• Communicate open items accurately and coordinate with senior accountants, project managers, admin teams, and clients to keep work moving.
• Maintain accuracy and continuity by avoiding duplicate document requests, resolving book/tax mismatches, and preparing well-documented workpapers—particularly for real estate transactions.
• Support additional compliance needs (write-up, 1099s, payroll, sales tax) and work efficiently within flat-fee arrangements using tools such as QuickBooks Online and Desktop, Xero, and UltraTax.
• Participate in client-facing meetings and clearly explain complex tax matters in a way that fits each client’s situation. (This will be introduced gradually as you obtain full familiarity with the processes and workflows.)

QUALIFICATIONS:

REQUIRED

• Bachelor’s Degree in Accounting, Finance, or related field.
• At least 5 years of hands-on U.S. tax experience and must have exposure to the real estate industry and professional services.
• Strong expertise in entity tax returns, particularly S Corps and partnerships, including multi-entity and multi-property structures (e.g., holding companies with multiple single-member LLC subsidiaries, K-1 reporting, and related compliance).
• Experience handling complex partnership tax work and layered entity structures.
• Proficiency in UltraTax (non-negotiable).
• Ability to work within US Eastern Time (10:00 AM to 7:00 PM ET, with 1-hour lunch break).
• Excellent communication skills, responsiveness, and ability to work under tight deadlines.
• CPA preferred; non-CPAs with strong U.S. tax experience will be considered.
• Familiarity with QuickBooks (Online and Desktop) and Xero

PREFERRED EXPERIENCE / ADVANTAGEOUS

• Experience in real estate taxation, including cost segregation (with/without Form 3115), syndicated partnership tax returns, 704(b), installment sales, 1031 exchanges, short-term rentals, passive activity loss rules (including real estate professional criteria), and partial asset dispositions.
• Exposure to syndications, lower-tier partnerships, and highly complex real estate structures.
• Experience in high-volume or busy season extension work.

ADDITIONAL REQUIREMENTS

• Reliable, stable and high-speed internet
• A dedicated, private workspace that is free from distractions, ensuring confidentiality and optimal focus on tasks.

DESCRIPTION OF IDEAL CANDIDATE

• Proactive, detail-oriented, and highly organized - able to stay ahead of missing items, track recurring and new tasks, prioritize deadlines effectively, and avoid duplicate or inconsistent requests.
• A fast learner and self-starter who takes initiative, reviews past work, consults available resources before raising questions, and troubleshoots book-to-tax issues before escalating.
• Efficient and tech-savvy - comfortable with understanding of various technological tools, systems and trends and working within flat-fee and time-budget constraints.
• Professional, ethical, reliable, and collaborative - builds strong relationships with clients and staff, maintains high accuracy standards, and contributes positively to a client-service-driven environment.
• Strong Communicator - You communicate professionally and clearly with both internal team members and clients while proactively addressing concerns and follow-ups.

Are you the Senior Tax Accountant we’re looking for?