US Tax Specialist

Job Description:

Overview

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.

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. The ideal candidate has practical experience in U.S. taxation, strong accounting fundamentals, proficiency with professional tax software, and the ability to manage multiple deadlines during peak tax seasons.

Key Responsibilities

Depending on client requirements, responsibilities may include:

• 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.
• Review prior-year tax returns and identify relevant carryforwards, elections, credits, and reporting requirements.
• Calculate taxable income, deductions, credits, estimated tax payments, and tax liabilities.
• Prepare federal and state extension requests and estimated tax payment calculations.
• Complete multistate returns and related schedules based on the candidate’s experience and client requirements.
• Assist with amended returns and other corrective tax filings.
• Ensure returns are complete, internally consistent, and supported by appropriate documentation.
• Prepare tax returns for reviewer approval and respond promptly to review comments.

Tax Workpapers and Documentation

• Organize client-provided tax documents, financial statements, trial balances, and supporting schedules.
• Prepare clear, accurate, and review-ready tax workpapers.
• Reconcile tax information to accounting records, payroll reports, bank statements, and prior-year returns.
• Prepare book-to-tax reconciliations and calculate applicable tax adjustments.
• Review Forms W-2, 1099, K-1, 1098, and other tax documents for accuracy and completeness.
• Track outstanding client information and prepare lists of missing documents or unanswered questions.
• Maintain complete and organized electronic tax files using the client’s document-management system.
• Document assumptions, calculations, tax positions, and unresolved matters clearly.
• Follow the assigned client’s workpaper standards, naming conventions, and documentation requirements.
• Protect confidential taxpayer information throughout the preparation and review process.

Tax Research and Compliance

• Conduct research on federal and state tax matters using approved tax research tools and authoritative guidance.
• Summarize tax research findings clearly for the client or reviewing tax professional.
• Monitor changes in tax laws, filing requirements, forms, and compliance procedures relevant to assigned work.
• Assist with tax notices, correspondence, penalty inquiries, and document requests from tax authorities.
• Prepare draft responses and supporting documentation for client or manager review.
• Maintain tax filing calendars and monitor federal, state, and local deadlines.
• Assist with electronic filing procedures and track return acceptance or rejection notices.
• Investigate rejected filings and help resolve validation or transmission issues.
• Follow applicable tax-preparer standards, quality-control procedures, and data-security requirements.
• Escalate uncertain or complex tax positions to the appropriate reviewer before finalizing the return.

Tax Planning and Advisory Support

• Assist with individual and business tax projections.
• Prepare quarterly estimated tax calculations and payment schedules.
• Help identify potential deductions, credits, elections, and tax-saving opportunities.
• Support entity selection, retirement contribution, depreciation, and income-timing analyses when assigned.
• Assist with year-end tax planning engagements.
• Prepare tax planning schedules and scenario comparisons for client review.
• Identify unusual transactions or changes