A -US Enrolled Agent (City Tax)

1 month ago
Full-time
Senior
Finance and Accounting
Global Finance Teams

Global Finance Teams

Global Finance Teams offers affordable accounting services in San Francisco and partners with businesses to establish finance teams in the Philippines, providing accounting outsourcing services and financial modeling expertise.

Diversified Financial Services
1-10
Founded 2019

Description

  • Prepare and file multiple-year amended individual (Form 1040) and business (Form 1120, Form 1065) income tax returns, including supporting schedules and disclosures.
  • Ensure accuracy, completeness, and compliance with IRS rules and applicable state regulations for all prepared returns.
  • Review previously filed tax returns to identify errors, omissions, or compliance gaps and recommend corrections.
  • Investigate tax filing histories for missing returns, discrepancies, or underreporting as part of tax resolution cases.
  • Assist in reconstructing financial information when records are incomplete or unavailable.
  • Collaborate with senior tax preparers, enrolled agents, CPAs, and attorneys to develop and implement resolution strategies.
  • Follow firm procedures, documentation standards, and data-security policies when handling client information.
  • Maintain organized workpapers and supporting documentation for audits, reviews, and resolution cases.
  • Manage multiple returns and deadlines to support client engagements and case progress.

Requirements

  • At least 3 years of work experience preparing U.S. individual and/or business tax returns under a CPA firm or a tax resolution firm.
  • 5+ years of experience in tax accounting or a related field (listed in separate qualifications section).
  • Bachelor's degree in Accounting, Finance, or related field; CPA preferred.
  • Enrolled Agents or candidates planning to take the enrolled agent exam within the next 2 months are encouraged to apply.
  • Strong understanding of federal income tax concepts, filing requirements, tax laws, compliance, and reporting.
  • Experience reviewing or correcting prior-year tax filings and exposure to tax resolution work (back taxes, amended returns, compliance cleanup).
  • Hands-on experience with tax preparation software; proficiency in Microsoft Excel; Drake Tax Software experience is a plus.
  • High attention to detail with the ability to investigate and reconcile discrepancies.
  • Excellent analytical, problem-solving, communication, and interpersonal skills.
  • Willingness to work U.S. hours.

Interested in this position?

Apply directly on the company website

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