US Senior Tax Associate (Night shift)

About The Back Room

We exist to free our clients' time so they can focus on what they do best — growing their business. We deliver smart, efficient solutions that liberate teams from the everyday admin, and we hold ourselves to the same standard. Time is the ultimate currency, and we treat it like it.

About the Client

Our client is a US-based tax and accounting firm serving clients across a range of individual and business entities. The firm provides US tax preparation and accounting services, with a focus on accurate, timely, and client-focused support across federal and multistate tax engagements.

The Role

As a Senior Tax Associate – US Tax, you will prepare and perform initial reviews of US federal and multistate income tax returns for individuals, partnerships, S corporations, and C corporations. You will also review tax workpapers and financial statements, resolve preparation issues and diagnostics, communicate with clients regarding tax information and missing documents, and escalate complex technical matters to Leads and Supervisors.

What You'll Do

WORKPAPERS

• Obtain and review client tax information, prior-year returns, financial statements, trial balances, and supporting documentation.
• Prepare and perform initial reviews of federal, state, and local income tax returns for individuals, partnerships, S corporations, and C corporations.
• Identify missing information, unusual changes, and unsupported balances, and clearly communicate outstanding items.

ADMINISTRATION

• Assist with miscellaneous projects such as preparing tax extensions, estimates, vouchers, and other tax-related filings as assigned.
• Communicate return status, delays, missing information, and technical concerns to Leads and Supervisors.
• Generate and review missing information reports and coordinate document requests with the appropriate client-facing team member.
• Back up for support staff as needed

ACCOUNTING AND TAX WORKPAPER KNOWLEDGE

• Review Annual Books before tax preparation to ensure quality of the following documentation
• Checking tax basis of financials- cash or Accrual

Matching balance sheet to prior year tax return

Reverse entries for AP, AR, cash, credit cards and loans

Matching payroll wages and payroll tax to payroll tab

Ensure bank and credit card accounts have been properly reconciled each month.

Ensure auto loan accounts have been properly reconciled or adjusted properly.

Analyze balance sheet comparisons and identify any document differences.

Verify items under $1K are not capitalized to fixed assets.

Present revenue variances to Managing Partner for solution.

Present variances in tax payable to Managing Partner for solution.

Complete tax workpaper allocations on P & L.

Customer service and communication with client as needed.

Refresh and ensure accuracy of the following workpapers

• A03 Payroll tab
• U01 Revenue Tab
• C01 Cash Tab

K01 Tab (Credit Card, Auto Loans and Tax Payable)

What We're Looking For

Technical Requirements

Bachelor’s degree in accounting, taxation, finance, or a related field.

3-5 years of recent US federal income-tax preparation experience.

Substantial experience preparing Forms 1120, 1120-S, 1065, and 1040.

Experience preparing federal and multistate income-tax returns.

• QuickBooks experience: transactional accounting with QuickBooks experience, a minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop.
• Bookkeeping experience: proficient in QuickBooks, ability to navigate various workflows including A/R, A/P, payroll, sales tax, journal entries, financial reporting, 3rd party apps integration, banking and credit card reconciliations.

Knowledge of US tax laws, regulations and deadlines.

Personal Requirements

Exceptional time management and organization skills.

Proficient in office products, Word, Excel and Outlook.

Solution-oriented; problem-solver.

Exceptionally strong written and verbal communication skills.

Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices.

Willingness to follow established policies and procedures.

• Technology skills: proficient with technology; solid knowledge of computer operations and software.
• Self-Discipline & problem-solving skills: Ability to work in a very fast-paced environment with minimal supervision. Problem-solving and critical thinking skills required to resolve tax and accounting matters.
• Internet connection requirements: Must have internet connection.

Nice to Have

CPA license.

Prior senior-level experience with a US public-accounting or tax firm.

Some knowledge of accounting and tax in cannabis industry.

Experience performing an initial review of tax returns prepared by other staff.

Experience with Lacerte/TaxDome or comparable professional tax-preparation software.

Bookkeeping certification.

Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients.

Credentials/Certifications: QuickBooks Online Pro Certification or QuickBooks Online Advanced Certifications are preferred.

Why This Role

This role provides an opportunity to take ownership of complex U.S. tax preparation and initial review work while gaining deeper exposure to both tax and accounting processes. It is well suited for an experienced tax professional looking to strengthen their technical expertise, work with multiple entity types and multistate returns, and take on greater responsibility in reviewing work and resolving tax and accounting issues.

This role is open to Philippine citizens currently based in the Philippines.

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