Seasonal Tax Analyst

• Prepare individual returns with a Schedule C business (1040 & Sch C) and business tax returns (1120, 1120-S, 1065) and associated schedules and financial statements across all states and nearly every industry
• Organize and research client data; synthesize complex and diverse financial information
• Communicate with clients on an ongoing basis to gather what's needed for compliance and filing
• Perform high-level self-review of complex federal, state, and local returns using AI-assisted diagnostics, including triplicate-scan consensus checks, to validate critical fields before submission
• Reconcile returns against client source documents, including financial statements, general ledgers, K-1s, and W-2s
• Verify all filings align with current IRS regulations, state laws, and applicable international tax treaties
• Prepare Book-to-Tax workpapers, notes, and other required documentation
• Identify tax savings opportunities, credits, and deductions to maximize value for client profiles

• Minimum 2+ years preparing and reviewing both individual and entity-level tax returns (Local or US Taxation)
• Proficiency with cloud-based tax software; Lacerte preferred
• Strong Excel skills
• Comfort with digital communication tools
• Google Suite (Gmail, G-Chat, Google Meet)
• Broad working knowledge of industry-specific tax treatment
• Ability to work independently and meet strict deadlines with minimal supervision
• Experience coordinating services across multiple departments or specialties
• Excellent time management and multitasking skills
• Understanding of SaaS products, accounting, tax, payroll, or related services is a plus
• Experience working in fast-paced SMB environments is strongly preferred
• Salesforce or equivalent CRM experience preferred
• Prior remote work experience required
• A bachelor's degree is a plus
• Reliable high-speed internet and a dedicated, private home office space
• Must be based in the Philippines

• Work/life balance
• Opportunities for internal growth
• Flexibility
• Competitive compensation
• Access to cutting-edge technology
• Fully remote work environment
• 100% remote work
• BYOD - Computer Policy
• Reliable high-speed internet and a dedicated, private home office space