US Tax Preparation VA

Tavor Perry; Pampanga; Remote; PHP 207,000 - 482,000; Full time

Job summary

Tavor Perry is seeking a detail-oriented Tax Preparation Virtual Assistant to help prepare individual and small business tax returns. You’ll review client documents, key data into tax software, spot missing items, and get returns ready for final review before filing. Remote work offered with flexible hours.

If you have prior U.S. tax preparation experience, can research tax questions independently, and communicate discrepancies clearly, you’ll fit right in.

Qualifications

• Prior U.S. tax preparation experience required.
• Ability to review tax documents and enter data accurately.
• Comfort researching tax questions and following review processes.
• Strong communication to flag discrepancies early.

Responsibilities

• Prepare individual (1040) and small business tax returns for final review before filing.
• Check incoming client tax documents for completeness and accuracy.
• Key tax data into tax software accurately.
• Spot missing documents or information needed to complete a return.
• Prepare returns for Schedule C, S corporations (1120S), and K-1s.
• Take on multi-state returns where needed.
• Assist with depreciation schedules and basic bookkeeping concepts.
• Research tax questions and escalate unclear items.
• Flag discrepancies and maintain organized records for workflow.

Skills

U.S. tax preparation experience

Attention to detail

Data entry accuracy

Research tax questions independently

Clear communication to flag issues

Self-motivated, works alone

Tools

Intuit ProConnect Tax Online

Job description

Job Summary:
Start your next chapter as a detail-oriented Tax Preparation Virtual Assistant helping prepare individual and small business tax returns. You’ll check client tax documents, key information accurately into tax software, spot missing items, and get returns ready for final review before filing. We’d welcome your application if you have prior U.S. tax preparation experience, speak up clearly when something doesn’t add up, and are comfortable researching tax questions on your own.

Key Responsibilities:

• Prepare individual (1040) and small business tax returns for final review before filing
• Check incoming client tax documents for completeness and accuracy
• Key tax data accurately into Intuit ProConnect Tax Online
• Spot and flag missing documents, forms, or information needed to complete a return
• Prepare returns covering Schedule C businesses, S corporations (1120S), and K-1s
• Take on multi-state returns where needed
• Apply depreciation schedules and basic bookkeeping concepts to return preparation
• Look into tax questions as they come up and elevate anything unclear
• Speak up right away when figures, documents, or client details don’t look right
• Keep records organized and support the workflow up to final review

Mandatory Skills:

• Prior U.S. tax preparation experience
• Working knowledge of individual (1040) and small business return preparation
• Comfort reviewing tax documents and entering data with a high degree of accuracy
• Understanding of basic bookkeeping concepts
• Ability to research tax questions and work through unfamiliar issues
• Steadfast, detail-aware, and comfortable working on your own
• Strong communication skills, particularly in flagging discrepancies early
• Willingness to learn and follow established review processes

Preferred Skills:

• Hands-on experience with Intuit ProConnect Tax Online
• Experience with Schedule C businesses, S corporations, and 1120S filings
• Experience preparing and interpreting K-1s
• Multi-state return experience
• Familiarity with depreciation schedules and fixed asset tracking
• Experience supporting a CPA, EA, or tax practice
• Able to oversee several returns at the same time during busy seasons

Why Join Us:

This is a great opportunity to work closely with an experienced tax professional and expand your U.S. tax knowledge across a varied mix of individual and business returns. You’ll have a clear review structure behind your work, room to grow your responsibilities over time, and a collaborative environment where questions are always encouraged.