US Tax Specialist (CSP 2026)

CPA Staffing Partners; Makati; Remote; PHP 600,000 - 1,000,000; Full time

Job summary

CPA Staffing Partners is seeking a US Tax Specialist to prepare and review federal, state, and local returns for U.S. clients while working remotely from the Philippines. You’ll organize client documents, perform tax research, and help with planning and compliance engagements.

You will collaborate with assigned US clients during aligned business hours, handling the preparation of Form 1040s, 1065s, 1120s, and related schedules, with emphasis on accuracy and professional communication.

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.
• Experience with individual returns preferred.
• Familiarity with Forms 1040, 1065, 1120, 1120-S.
• Proficiency in Microsoft Excel and English communication.

Responsibilities

• Prepare federal, state, and local tax returns in line with U.S. tax laws and client procedures.
• Prepare Form 1040 and related schedules for individuals.
• Prepare business returns including Forms 1065, 1120, and 1120-S.
• Assist with fiduciary, estate, nonprofit, payroll, or sales tax filings as needed.
• Enter and verify tax data using professional tax preparation software.
• Organize client-provided tax documents and supporting schedules.
• Prepare clear, review-ready tax workpapers.
• Conduct research on federal and state tax matters using approved tools.

Skills

U.S. Tax Knowledge

Tax Preparation

Excel proficiency

English Communication

Public Accounting experience

Education

Bachelor's degree in Accounting

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
• Understanding of basic U.S. federal income tax principles and common state filing requirements
• 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

About us

CPA Staffing Partners is seeking a knowledgeable and detail-oriented US Tax Specialist to provide dedicated tax preparation and compliance support to U.S.-based CPA, accounting, and tax firms.