US Tax Preparer - WFH

Job Description

About The Role • You’ll own the first — and most labor-intensive — stage of the two-step tax workflow: preparation. You’ll build complete, well-documented 1040s, 1120s, 1120-S, and 1065s, plus the state filings that ride alongside them. When something’s missing or unclear, you ask. When a treatment decision needs a second opinion, you raise it. By the time the return reaches the Tax Reviewer, every workpaper is in place and every number ties. • You’ll communicate directly with clients to request documents and clarify details, partner with U.S.-based teammates on context and tax treatment, and work in Drake plus a proprietary internal platform (training provided). The reviewer signs off — but the quality of that sign-off starts with how clean your prep is. • The Ideal Candidate • You’re detail-obsessed and methodical — no skipped tie-outs, no “I’ll come back to it” • You ask the clarifying question before you guess • You can juggle a stack of client files without dropping context on any of them • You write client emails that get the answer the first time • You take pride in handing off a return the reviewer barely has to mark up • WHAT YOU’LL OWN • Return Preparation • Prepare returns that are review-ready on the first pass. • Federal and state preparation across 1040, 1120, 1120-S, and 1065 • State filings tied to every applicable federal return, including NYC local tax where relevant Schedule • s, K-1s, depreciation, basis tracking, carryforwards, and supporting workpapers • Roll forward prior-year returns; map trial balances and source documents to the current-year workplan • Clean, consistent documentation so the reviewer can trace every number to its source • Client Communication & Document Gathering • Get what you need to finish the return — clearly and on time. • Request missing documents and clarify ambiguous information directly with clients • Write concise, specific follow-ups (no fishing expeditions) • Track outstanding items and chase them down before they hold up the file • Keep clients informed about where their return stands • Internal Collaboration • Work the call when the call needs to be made. • Partner with U.S.-based colleagues on document context and tax treatment decisions • Surface judgment calls early rather than burying them in the workpapers • Hand off to the Tax Reviewer with a clean file and a clear summary of decisions made • Tools & Workflow • Work cleanly in the tools that ship returns. • Drake tax software (preferred experience) • Proprietary internal platform — training provided • Manage multiple client files in parallel without losing the thread • Data Integrity • Leave a trail anyone can follow. • Keep folders organized, naming consistent, and documentation complete so the reviewer (or any future reviewer) can follow your work quickly • WHAT YOU’LL BRING • Demonstrated experience preparing U.S. tax returns across 1040, 1120, 1120-S, and 1065 • Familiarity with state tax filings across multiple jurisdictions • Strong attention to detail and ability to manage multiple client files simultaneously • Effective written communication skills for client-facing and internal correspondence • Experience with Drake tax software preferred • Confident written and spoken English • Comfortable working U.S. business hours (night shift, PH-based) Preferred (nice to have): • CPA designation • Experience preparing R&D tax credits (Form 6765) • Familiarity with NYC local tax filings • Quality: Review notes, standardized workpapers, and tidy supporting schedules — every time • Security: MFA, least-privilege access, and secure file sharing are non-negotiable • Collaboration: Slack/Zoom/Teams standups, shared task boards, and predictable review cycles • WHY CAS IS DIFFERENT • We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing. • We invest in professionals who want to build a real career serving U.S. clients. At CAS, you get: • Career-level USD compensation based on experience and scope • Permanent remote work — done right • Full company equipment provided (laptop, monitor, accessories) • 15 days PTO annually + local holidays off • Guaranteed annual increases • Referral rewards up to $1,000 • Monthly flexible stipend (CAS Flex Perks) • Structured onboarding and support • A culture that actually shows up • CONTRACT & EXCLUSIVITY • This is an independent contractor engagement based in the Philippines. Full-time exclusivity is required — candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply. • APPLICATION PROCESS • Application & Prescreening • Technical Assessment • Profile and Pre-interview Preparation • Client Interview • Employment Offer and Onboarding • READY TO TAKE THE NEXT STEP? • Your next big career move starts here. • https://jobs.ashbyhq.com/cas