US Tax Preparer

SCALEUP; United States; Remote; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Scale Up is seeking a detail-oriented US Tax Preparer to manage federal and state tax return preparation for multiple U.S. clients. You will ensure regulatory compliance and timely filings with strong client service.

The role requires knowledge of U.S. taxation, proficiency in UltraTax and TaxDome, and ability to work remotely within EST. Prior experience with multi-state filings is a plus.

Qualifikationen

• Bachelor's degree in accounting or related field.
• CPA/EA credentials preferred but not required.
• Strong knowledge of US federal and state tax rules.
• Experience with UltraTax and TaxDome is a plus.

Aufgaben

• Prepare federal and state tax returns for individuals and entities.
• Review financial data for accuracy and identify issues.
• Manage deadlines and client communications throughout filings.

Kenntnisse

Attention to detail

English proficiency

Client service

Deadline driven

Ausbildung

Bachelor's degree in accounting

CPA or EA preferred

Tools

UltraTax

TaxDome

QuickBooks Online

Xero

Jobbeschreibung

US Tax Preparer (USA Practice)

Hey! We’re Scale Up, and our client is looking to hire a US Tax Preparer who thrives on end-to-end tax preparation, meticulous attention to detail, and delivering exceptional client service.

Work Modality: 100% Remote
Time Zone: EST

About Our Client

Our client views accounting and tax services as an essential customer service experience powered by cutting-edge technology. As an AI-native accounting firm, their mission is to help entrepreneurs build profitable businesses that bless their family, their team, and their community.

You will be far more than an external service provider—you will serve as an indispensable embedded partner to your clients. Their culture values autonomy, continuous learning, absolute transparency, and collaborative problem-solving using modern AI tools and automated workflows across time zones.

The Role

Our client is looking for a detail-oriented US Tax Preparer to manage federal and state tax return preparation for multiple U.S. clients, ensuring technical accuracy, regulatory compliance, and timely filings.

You’ll be responsible for preparing individual and business tax returns, reviewing financial data to identify potential issues, and managing multiple deadlines using specialized tax software.

This is a client-facing role that requires strong knowledge of U.S. taxation, accounting principles, attention to detail, and a commitment to delivering excellent customer service.

What You'll Do

• US Tax Return Preparation: Prepare federal and state individual tax returns (Form 1040) and business tax returns (Forms 1120, 1120-S, and 1065).

• Financial Data Review & Quality Control: Review financial statements, identify ledger discrepancies, evaluate data accuracy, and make appropriate adjusting entries when necessary. Escalate underlying bookkeeping issues to the accounting team before filing.

• UltraTax Management: Use UltraTax to process source documentation, manage workpapers, calculate federal and state tax liabilities, and complete electronic filings.

• TaxDome Practice Management: Manage tax preparation workflows, track return statuses, automate task updates, communicate securely with clients, and organize tax documentation.

• Federal & State Tax Compliance: Prepare multi-state tax returns, foreign reporting filings (FBAR and Form 5472), and tax extensions while staying current with U.S. federal and state tax regulations.

• IRS & State Portal Management: Maintain tax representation authorizations (Forms 2848 and 8821) and manage IRS e-Services records.

• Deadline & Workflow Management: Handle multiple client tax returns simultaneously, ensuring accuracy, timely submissions, and compliance with critical tax deadlines.

• Client Communication: Provide clear, professional communication to clients, address tax-related inquiries, and proactively identify potential issues.

Ideal Profile

• Education & Credentials: Bachelor's degree in Accounting, Taxation, or a related field. CPA, EA (Enrolled Agent), or advanced U.S. tax credentials are preferred but not mandatory.

• US Tax Experience: Ideally 4–6 years of experience in U.S. public accounting or tax practice, preparing individual and business tax returns for multiple clients.

• Tax Compliance Knowledge: Strong understanding of U.S. federal and state tax regulations, including Forms 1040, 1120, 1120-S, 1065, and multi-state filings.

• Tax Software Proficiency: Hands-on experience with UltraTax and TaxDome.

• Accounting Fundamentals: Solid understanding of bookkeeping and accounting principles, with the ability to critically review financial data, identify discrepancies, and flag potential issues before filing.

• Cloud Accounting Tools: Familiarity with QuickBooks Online or Xero to review client financial reports.

• High ownership mentality and exceptional attention to technical detail.

• Comfortable managing multiple clients and working under strict tax filing deadlines.

• Strong analytical skills and a proactive approach to identifying and solving problems.

• An AI-first problem-solving mindset, adaptability, and willingness to leverage technology to improve efficiency.

• Independent worker who enjoys getting things done, staying organized, and meeting deadlines.

• Comfortable working independently while collaborating with accountants and bookkeepers.

• Excellent written and verbal English communication skills, with confidence interacting directly with U.S. clients.

• Strong commitment to technical accuracy, compliance, and delivering exceptional client service.

Tools & Software

Some of the tools used include:

• UltraTax.

• TaxDome.

• QuickBooks Online & Xero.

• IRS e-Services and state tax portals.

• AI-powered tools for tax research and client communications.

Why Join

To thrive in this role, you'll enjoy the challenge of managing multiple tax returns, navigating complex compliance requirements, and delivering technically accurate work under important deadlines.

You’ll be part of a collaborative international team that values autonomy, continuous learning, transparency, and modern technology.

You’ll have the opportunity to deepen your expertise in U.S. taxation, work with modern tax preparation tools, and become an essential part of helping clients stay compliant while making informed financial decisions.