A professional services firm focused on delivering high-quality tax preparation, tax planning, and accounting support to U.S.-based clients. The company operates with a strong emphasis on accuracy, compliance, and efficiency, particularly during peak tax seasons.

The organization leverages remote professionals to support its operations while maintaining strict standards aligned with U.S. tax laws and IRS regulations.

About the Role

The Tax & Accounting Specialist is responsible for preparing U.S. tax returns, supporting tax planning initiatives, and assisting with bookkeeping and financial data management.

This role plays a critical part in ensuring accurate, timely, and compliant tax and accounting services. The position requires strong technical knowledge, attention to detail, and the ability to work within structured processes.

Key Responsibilities

Tax Preparation

• Prepare U.S. tax returns for individuals and businesses (Forms 1040, 1065, 1120, 1120S)
• Ensure all filings are accurate and compliant with IRS regulations
• Review financial data and supporting documentation for completeness

Tax Planning Support

• Analyze financial data to identify deductions, credits, and tax-saving opportunities
• Support entity-level tax strategies and planning initiatives
• Communicate findings and recommendations to the client

Real Estate Tax Support

• Assist with tax matters related to rental properties
• Apply depreciation methods and cost recovery strategies
• Prepare and review real estate-related tax schedules
• Bookkeeping & Accounting Support
• Perform QuickBooks Online reconciliations and cleanup
• Review and organize financial records
• Prepare financial data for tax filings and planning

Compliance & Accuracy

• Ensure all work aligns with U.S. tax laws and IRS regulations
• Maintain high standards of accuracy and completeness
• Follow established client processes and documentation standards

Communication & Client Support

• Communicate proactively with the client regarding progress, deadlines, and issues
• Address questions and provide updates on deliverables
• Maintain professional and responsive communication

Confidentiality & Professional Standards

• Maintain strict confidentiality of all client data
• Perform all services in accordance with ethical and professional standards
• Exercise sound judgment and due care in all work

Qualifications

• Experience in U.S. tax preparation and accounting
• Knowledge of IRS regulations and compliance requirements
• Experience with tax forms (1040, 1065, 1120, 1120S)
• Proficiency in QuickBooks Online
• Familiarity with tax software (Lacerte or similar)
• Strong attention to detail and accuracy
• Strong analytical and problem-solving skills
• Excellent communication skills
• Ability to meet deadlines and manage workload

Typical Work Day

• Prepare and review tax returns
• Analyze financial data for tax planning
• Perform bookkeeping and reconciliations
• Communicate with clients
• Ensure compliance and accuracy
• Update financial records
• Typical Workweek
• Manage tax preparation workload
• Support tax planning initiatives
• Maintain financial records and documentation
• Ensure deadlines are met
• Collaborate with client and team

Performance Evaluation

Performance is measured based on:

Accuracy and compliance of tax filings Timeliness of deliverables Quality of financial analysis and support Adherence to processes and standards Communication and responsiveness Professionalism and reliability

Work Environment

• Fully remote role
• Requires reliable internet and professional workspace
• Detail-oriented and deadline-driven environment
• High level of accountability

Software & Tools

• QuickBooks Online
• Tax preparation software (Lacerte or similar)
• Excel / Google Sheets
• Google Workspace