- Prepare and review:
- US Individual Tax Returns (Form 1040)
- Business Returns (1065, 1120, 1120S)
- State tax returns where applicable
- Handle schedules including:
- Schedule C, E, and K-1s
- Depreciation & fixed assets
- Foreign income disclosures (where applicable)
- Ensure accurate tax calculations, elections, and disclosures
- Meet IRS and state filing deadlines without extensions unless approved
Experience & Skills Required
- EA (Enrolled Agent) – Active license mandatory
- 4+ years of US tax preparation experience
- Strong experience with US individual and business returns
- Solid understanding of US GAAP basics and book-to-tax differences
- Prior experience working with US clients preferred
- Strong written English for documentation and IRS communication
- Solid Excel / Google Sheets skills
Tools & Systems (Hands-On) You will work directly in:
- Tax software (Drake, ProConnect, UltraTax, or similar)
- QuickBooks Online (QBO)
- Xero
- Excel / Google Sheets
You must have personally handled:
- End-to-end tax return preparation
- Book-to-tax reconciliations
- Cleanup of messy or incomplete accounting data
- IRS notices and correspondence