Agent
Tax Staff Accountant
1w ago
WorldwideLeadRemoteproserieslisciogruntworxclaude
Experienced Tax Staff professional focused on U.S. tax preparation and client service in a technology-enabled CPA firm environment.
About the company
- We are a growing CPA firm in Texas managing over 3,000 clients annually across various segments (individuals, SMBs, and other business types). We pride ourselves on delivering high-quality tax and accounting services while building a collaborative, supportive team culture.
- As our firm continues to grow, we are investing heavily in technology, automation, and AI-driven workflows to improve efficiency and client service. We are looking for team members who are excited to work in a modern accounting environment and embrace continuous learning.
Responsibilities
- We are seeking an experienced Tax Staff professional with a strong background in U.S. tax preparation to join our growing team.
- This role will focus primarily on preparing and reviewing individual and business tax returns while supporting tax planning and client service initiatives. The ideal candidate has experience working with U.S.-based tax returns, is detail-oriented, and can manage multiple engagements simultaneously in a fast-paced environment.
- Candidates should be comfortable working in a technology-enabled environment and demonstrate either experience with modern accounting tools or a strong willingness to learn and adopt them quickly.
- Prepare U.S. federal and state tax returns, including: Form 1040
- Form 1120
- Form 1120S
- Form 1065
- Review source documents and organize client tax information
- Identify missing information and communicate with team members regarding client needs
- Support tax planning and tax projection engagements
- Work closely with tax managers and partners to meet filing deadlines
- Maintain accurate workpapers and supporting documentation
- Manage multiple tax engagements simultaneously during busy season
- Assist with tax notices, correspondence, and other tax-related projects
- Stay current with tax regulations, best practices, and emerging technologies
Requirements
- Minimum 3+ years of experience preparing U.S. tax returns
- Strong experience with: 1040
- 1120
- 1120S
- 1065 tax returns
- Experience working with a U.S.-based CPA or accounting firm
- Strong understanding of U.S. federal tax concepts
- Fluent English communication skills
- Strong attention to detail and organizational skills
- Ability to manage deadlines in a fast-paced environment
- Comfortable learning and adopting new technology platforms
Nice to have
- CPA or accounting designation preferred
- Experience using ProSeries or similar tax software
- Experience with Liscio, Gruntworx, or Karbon
- Exposure to tax planning and advisory services
- Experience working directly with U.S. clients
- Interest in AI tools and technology-enabled accounting workflows
Other
- Job Title: Experienced Tax Staff
- Location: Remote (Philippines, Central America/Latin America)
- Working Hours: Central Time Zone
- ProSeries
- Liscio
- Gruntworx
- Claude
- Karbon
- AccountGroove
- Claude
- Ownership mentality
- Attention to detail
- Strong time management
- Professional communication
- Problem-solving ability
- Adaptability and continuous learning
- Commitment to quality and accuracy
- #LI-NC1