US Tax Preparer
Company:Global Finance Teams
Location:Philippines
Languages:English
Seniority level:Middle, 3+ years
Experience:3+ years
Skills:
Data AnalysisFinancial ManagementAnalytical SkillsMicrosoft ExcelCustomer serviceAccountingAttention to detailOrganizational skillsWritten communicationMultitaskingDocumentationComplianceProblem-solving skillsCritical thinkingResearchClient relationship managementData entryFinancial analysisBookkeeping
Requirements:
At least 3 years of work experience preparing U.S. individual and/or business tax returns. Strong understanding of federal income tax concepts and filing requirements. High attention to detail and ability to investigate discrepancies. Ability to manage multiple returns and deadlines. Hands-on experience using Drake Tax Software is a plus. Exposure to tax resolution work. Experience reviewing or correcting prior-year tax filings.
Responsibilities:
Prepare and file amended individual and business tax returns. Ensure accuracy, completeness, and compliance with IRS rules. Review previously filed tax returns to identify errors. Investigate tax filing histories for tax resolution cases. Assist in reconstructing financial information. Work with senior tax preparers on resolution strategies. Follow firm procedures and data-security policies. Maintain organized workpapers.
