US Tax Associate | 100% Remote Work | Full-time Employment

Are you a tax professional who enjoys preparing individual tax returns, solving tax-related issues, and continuously developing your technical knowledge?

If you’re detail-oriented, proactive, and comfortable working independently while collaborating with a supportive remote team, this opportunity could be a great fit.

WHAT’S IN IT FOR YOU?

• Competitive salary, depending on experience and expertise
• Employer of Record (EOR) employment setup, with Philippine statutory government benefits, contributions and 13th-month pay;
• Flexible schedule with fixed 2-3 hours overlap in Pacific Time
• 19 days paid time off annually including vacation and sick leaves
• Remote opportunity! Work at the comfort of your home!;
• Company-provided IT equipment and technology support
• Career advancement opportunities within the firm
• Supportive and positive remote working environment
• Weekly team huddles focused on projects, help needed, schedules, and team wins & shout outs

CLIENT BACKGROUND

A boutique CPA firm based in Pasadena, California, serving a diverse portfolio that includes high-net-worth individuals, financial investors, real estate and rental property investors, service professionals, and administrators of trusts and estates.

The firm provides tax and accounting services in a small, collaborative remote-team environment where communication, continuous learning, and teamwork are highly valued. The team maintains regular communication through weekly huddles and remote collaboration tools. Employees are encouraged to ask questions, take notes, communicate roadblocks, and continuously develop their technical knowledge.

The firm also promotes an open and supportive culture where mistakes are treated as opportunities to improve processes. Team members are encouraged to communicate issues early, suggest better ways of doing things, and contribute ideas that may improve existing workflows.

DUTIES AND RESPONSIBILITIES:

• Review client-provided documentation.
• Organize documentation into work papers that support the income tax return preparation.
• Prepare and self-review US federal and state individual, corporate, and fiduciary income tax returns.
• Ensure quality of work product.
• Ability to work independently and as a team player.
• Assist with tax planning and projections.
• Assist with responses to notices from the IRS and other reporting agencies.
• Communicate directly with clients.
• Research and other assignments as required.

QUALIFICATIONS:

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent relevant experience
• At least 2–3 years of US tax and/or accounting experience
• Experience preparing US individual income tax returns (Form 1040)
• Solid understanding of US tax and accounting principles
• QuickBooks Online (QBO) experience
• Strong proficiency with Microsoft Office, particularly Excel
• Strong analytical and problem-solving abilities
• Excellent attention to detail and organizational skills
• Strong written and verbal communication skills
• Ability to self-review work and maintain a high level of accuracy
• Ability to work independently while also collaborating effectively with a remote team
• Ability to manage deadlines and continue working productively when immediate guidance is unavailable

NICE TO HAVE:

• Experience with CCH Axcess Tax
• Experience preparing corporate tax returns (Form 1120 and/or 1120S)
• Exposure to fiduciary returns (Form 1041)
• Experience with tax planning and projections
• Experience responding to IRS or state tax notices
• Professional tax or accounting certification/license

ADDITIONAL REQUIREMENTS

• Must be available for additional Pacific Time overlap during the first two weeks for training.
• Must have a dedicated, private and secure workspace
• Must have reliable high-speed internet and backup connectivity
• Must be able to protect confidential client financial information

DESCRIPTION OF IDEAL CANDIDATE

• Communicative — asks questions, provides updates, and clearly communicates when assistance is needed
• Open to learning — takes notes, welcomes training, and actively works to strengthen technical knowledge
• Self-reliant — reviews their own work and can continue making progress independently
• Proactive — looks ahead to the next task instead of waiting for constant direction
• Detail-oriented — carefully reviews documentation and completed work for accuracy
• Solutions-oriented — willing to suggest process improvements and better ways of completing work
• Positive and collaborative — contributes to a supportive and friendly remote-team environment
• Organized — manages multiple assignments, deadlines, and priorities effectively

Are you the Tax Associate we've been looking for?

Submit your application and take the next step in your career!