US Tax Preparer (Enrolled Agent)

1 month, 1 week ago
Full-time
Mid Level
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 and business income tax returns, including supporting schedules and disclosures.
  • Ensure tax filings are accurate, complete, and compliant with IRS rules and applicable state regulations.
  • Review previously filed tax returns to identify errors, omissions, and compliance gaps.
  • Investigate tax filing histories for resolution cases involving missing returns, discrepancies, and underreporting.
  • Assist in reconstructing financial information when records are incomplete or unavailable.
  • Work closely with senior tax preparers, enrolled agents, CPAs, or attorneys on resolution strategies.
  • Follow firm procedures, documentation standards, and data-security policies.
  • Maintain organized workpapers and supporting documentation for audits, reviews, and resolution cases.

Requirements

  • At least 3 years of experience preparing U.S. individual and/or business tax returns in a CPA firm or tax resolution firm.
  • Enrolled Agents, or candidates taking the enrolled agent exam within the next 2 months, are encouraged to apply.
  • Strong understanding of federal income tax concepts and filing requirements.
  • High attention to detail with the ability to investigate and reconcile discrepancies.
  • Ability to manage multiple returns and deadlines.
  • Hands-on experience using Drake Tax Software is a plus.
  • Exposure to tax resolution work, including back taxes, amended returns, and compliance cleanup.
  • Experience reviewing or correcting prior-year tax filings.

Interested in this position?

Apply directly on the company website

Apply Now

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