Tax Associate / Staff Accountant
Job Title: Experienced Tax Staff
Location: Remote (Philippines, Central America/Latin America)
Working Hours: Central Time Zone
About the Company
We are a growing CPA firm in Texas managing over 3,000 clients annually acrossvarious 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.
About the Role
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.
Current Technology Stack
Tax
- ProSeries
- Liscio
- Gruntworx
- Claude
Firm-Wide
- Karbon
- AccountGroove
- Claude
Key Responsibilities
- 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
Required Qualifications
- Minimum 3+ years of experience preparing U.S. tax returns
- Strong experience with:
- Form 1040
- Form 1120
- Form 1120S
- Form 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
Preferred Qualifications
- 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
Key Competencies
- Ownership mentality
- Attention to detail
- Strong time management
- Professional communication
- Problem-solving ability
- Adaptability and continuous learning
- Commitment to quality and accuracy
Tax Associate / Staff Accountant
Job Title: Experienced Tax Staff
Location: Remote (Philippines, Central America/Latin America)
Working Hours: Central Time Zone
About the Company
We are a growing CPA firm in Texas managing over 3,000 clients annually acrossvarious 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.
About the Role
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.
Current Technology Stack
Tax
- ProSeries
- Liscio
- Gruntworx
- Claude
Firm-Wide
- Karbon
- AccountGroove
- Claude
Key Responsibilities
- 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
Required Qualifications
- Minimum 3+ years of experience preparing U.S. tax returns
- Strong experience with:
- Form 1040
- Form 1120
- Form 1120S
- Form 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
Preferred Qualifications
- 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
Key Competencies
- Ownership mentality
- Attention to detail
- Strong time management
- Professional communication
- Problem-solving ability
- Adaptability and continuous learning
- Commitment to quality and accuracy
