US Tax Specialist

CPA Staffing Partners; Philippines; Remote; PHP 500,000 - 800,000; Full time

Job summary

CPA Staffing Partners is seeking a US Tax Specialist to prepare and review federal, state, and local tax returns, organize client tax information, and perform tax research. The role may support individuals and various business structures, including partnerships and corporations.

Preferred candidates have ENROLLED AGENT credentials or progress toward them, experience with U.S. tax forms, and strong English communication skills.

Qualifications

• Bachelor’s degree in Accounting, Finance, Taxation, or related field.
• Experience in U.S. tax preparation and compliance.
• Experience preparing U.S. federal and state returns.
• Experience with partnership, S corp, and C corp returns preferred.
• Familiarity with Forms 1040, 1065, 1120, 1120-S.
• Proficiency in Excel and data organization.
• Strong written and verbal English communication.
• Ability to manage multiple engagements and deadlines.
• Experience in remote or offshore accounting environment is a plus.

Responsibilities

• Prepare and review federal, state, local tax returns.
• Organize client tax information and perform tax research.
• Prepare supporting workpapers and assist with planning and compliance.
• Support returns for individual and business entities as assigned.
• Meet filing deadlines and communicate with clients and teams.

Skills

English communication

Analytical skills

Attention to detail

Multitasking

Remote work

Education

Bachelor’s degree in Accounting, Finance, Taxation

Enrolled Agent (preferred)

Tools

Microsoft Excel

QuickBooks Online

Tax research software

Job description

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.

Qualifications:

• 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.
• Understanding of basic U.S. federal income tax principles and common state filing requirements.
• Knowledge of tax workpaper preparation, book-to-tax adjustments, and tax return reconciliation.
• Prior experience supporting U.S. clients or working with a U.S.-based CPA or tax firm is strongly preferred.
• Experience working in a remote or offshore accounting environment is an advantage.
• 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.
• High level of accuracy and attention to detail.
• Ability to interpret tax documents and identify missing or inconsistent information.
• Ability to manage multiple engagements and meet strict filing deadlines.
• Willingness to work additional hours during peak tax periods, subject to employment terms and client requirements.
• Ability to work independently while maintaining regular communication with the assigned client and internal team.
• Willingness and ability to work hours aligned with the assigned U.S. client.
• Reliable internet connection and a professional remote-work environment.

Preferred:

• Enrolled Agent credential or active progress toward obtaining the credential.
• Experience working in a U.S. public accounting or tax preparation firm.
• Experience handling multistate individual or business returns.
• Knowledge of pass-through entity taxation.
• Experience assisting with tax planning, projections, or notices.
• Experience with QuickBooks Online or other cloud-based accounting platforms.
• Advanced Microsoft Excel skills.
• Formal training in U.S. taxation.
• Familiarity with Internal Revenue Service publications, instructions, and professional tax research tools.

Ideal Candidate

The ideal candidate is a detail-oriented and proactive tax professional with a strong understanding of U.S. tax regulations and compliance requirements. You are comfortable handling complex tax matters, conducting research, communicating with clients, and delivering high-quality tax services in a fast-paced environment.

Why Join Our Talent Pool?

• Access to opportunities with leading U.S. CPA firms, accounting firms, and tax advisory practices.
• Exposure to a broad range of industries and tax engagements.
• Long-term career growth and professional development opportunities.
• Remote work environment with international collaboration.
• Competitive compensation based on skills and experience.
• Supportive, professional, and client-focused culture.