[Hiring] US Tax Preparer @ScaleUp

Role Description

Our client is looking for a detail-oriented US Tax Preparer to manage federal and state tax return preparation for multiple U.S. clients, ensuring technical accuracy, regulatory compliance, and timely filings.

• Prepare federal and state individual tax returns (Form 1040) and business tax returns (Forms 1120, 1120-S, and 1065).
• Review financial statements, identify ledger discrepancies, evaluate data accuracy, and make appropriate adjusting entries when necessary.
• Use UltraTax to process source documentation, manage workpapers, calculate federal and state tax liabilities, and complete electronic filings.
• Manage tax preparation workflows, track return statuses, automate task updates, communicate securely with clients, and organize tax documentation.
• Prepare multi-state tax returns, foreign reporting filings (FBAR and Form 5472), and tax extensions while staying current with U.S. federal and state tax regulations.
• Maintain tax representation authorizations (Forms 2848 and 8821) and manage IRS e-Services records.
• Handle multiple client tax returns simultaneously, ensuring accuracy, timely submissions, and compliance with critical tax deadlines.
• Provide clear, professional communication to clients, address tax-related inquiries, and proactively identify potential issues.

Qualifications

• Bachelor's degree in Accounting, Taxation, or a related field.
• CPA, EA (Enrolled Agent), or advanced U.S. tax credentials are preferred but not mandatory.
• Ideally 4–6 years of experience in U.S. public accounting or tax practice, preparing individual and business tax returns for multiple clients.
• Strong understanding of U.S. federal and state tax regulations, including Forms 1040, 1120, 1120-S, 1065, and multi-state filings.
• Hands-on experience with UltraTax and TaxDome.
• Solid understanding of bookkeeping and accounting principles, with the ability to critically review financial data, identify discrepancies, and flag potential issues before filing.
• Familiarity with QuickBooks Online or Xero to review client financial reports.
• High ownership mentality and exceptional attention to technical detail.
• Comfortable managing multiple clients and working under strict tax filing deadlines.
• Strong analytical skills and a proactive approach to identifying and solving problems.
• An AI-first problem-solving mindset, adaptability, and willingness to leverage technology to improve efficiency.
• Independent worker who enjoys getting things done, staying organized, and meeting deadlines.
• Excellent written and verbal English communication skills, with confidence interacting directly with U.S. clients.
• Strong commitment to technical accuracy, compliance, and delivering exceptional client service.

Tools & Software

• UltraTax.
• TaxDome.
• QuickBooks Online & Xero.
• IRS e-Services and state tax portals.
• AI-powered tools for tax research and client communications.

Benefits

• Opportunity to deepen your expertise in U.S. taxation.
• Work with modern tax preparation tools.
• Become an essential part of helping clients stay compliant while making informed financial decisions.
• Be part of a collaborative international team that values autonomy, continuous learning, transparency, and modern technology.