US Tax Preparer

1 month, 3 weeks 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 (Form 1040) and business income tax returns (Form 1120 and Form 1065), including supporting schedules and disclosures.
  • Ensure accuracy, completeness, and compliance with IRS rules and applicable state regulations for all prepared filings.
  • Review previously filed tax returns to identify errors, omissions, or compliance gaps and recommend corrections.
  • Investigate tax filing histories as part of tax resolution cases, including handling missing returns, discrepancies, and underreporting.
  • Assist in reconstructing financial information when records are incomplete or unavailable to support accurate filings.
  • Work closely with senior tax preparers, enrolled agents, CPAs, or attorneys to develop and execute resolution strategies.
  • Follow firm procedures, documentation standards, and data-security policies when handling client information and case files.
  • Maintain organized workpapers and supporting documentation for audits, reviews, and resolution cases.
  • Manage multiple returns and deadlines to meet client and regulatory timelines.

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.
  • Strong understanding of federal income tax concepts and filing requirements.
  • High attention to detail and the ability to investigate and reconcile discrepancies.
  • Ability to manage multiple returns and deadlines effectively.
  • Experience reviewing or correcting prior-year tax filings.
  • Exposure to tax resolution work (back taxes, amended returns, compliance cleanup).
  • Hands-on experience using Drake Tax Software is a plus.

Benefits

  • Work from home

Interested in this position?

Apply directly on the company website

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