US Tax Preparer

Key Responsibilities

• Prepare US federal and state income tax returns, including Forms 1040, 1065, 1120, 1120-S, 1041 and 990.
• Assist with individual and corporate tax compliance and reporting.
• Prepare supporting tax schedules, workpapers, and reconciliations.
• Analyze financial statements, trial balances, and general ledger accounts for tax reporting purposes.
• Ensure compliance with IRS regulations and applicable state tax laws.
• Research tax issues and assist in identifying tax-saving opportunities.
• Prepare tax extensions, estimated tax payments, and amended tax returns when required.
• Maintain accurate documentation and ensure deadlines are met.
• Coordinate with clients, and internal accounting teams to collect required financial information.
• Stay updated on changes in US tax legislation and regulatory requirements.
• US accounting / yearend financial statement knowledge.

Requirements & Tech Stack

• Proficiency in Microsoft Excel and accounting software.
• Experience with tax software such as CCH Axcess suite (CCH workflow/ XCM, CCH Axcess, CCH timesheet, CCH file, CCH Engagement), Lacerte, CCH ProSystem FX Engagement, Karbon.
• Knowledge of QuickBooks (QBO & QBD), Xero and US accounting practices.

Qualifications

• Bachelor's degree in Accounting, Finance, Commerce, or a related field.
• Strong analytical, communication, and problem-solving skills.
• Excellent attention to detail and ability to manage multiple deadlines.
• CPA, Enrolled Agent (EA), or other relevant professional certification is an advantage.
• Experience working with US-based clients or CPA firms.