Tax Associate – U.S. Personal Tax

OptiNizers

Remote Tax Associate preparing U.S. personal tax returns for a U.S.-based accounting firm.

Posted 8/5/2026full-timeRemote • 🇵🇭 PhilippinesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing U.S. personal tax returns, including multi-state filings, while ensuring accuracy and efficiency in tax processes. Proficient in utilizing tax preparation software and practice management tools to optimize workflows and maintain organized documentation.

Highest-signal resume keywords

U.S. Personal Tax Return PreparationMulti-State Tax FilingsProSeriesLacerteTaxDome

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryTax Documentation ReviewTax Process ImprovementFinancial Data AccuracyClient Management

Soft Skills

Attention to DetailStrong Written CommunicationProcess-Oriented MindsetAdaptabilityTime Management

Tools & Technologies

CCH AxcessTaxDomeProSeriesLacerte

Industry Keywords

U.S. Tax ReturnsMulti-State Tax RequirementsCalifornia Tax ExperienceNew York Tax Experience

About the role

Key responsibilities & impact

Prepare and assist with U.S. personal tax returns, including individual returns
Perform accurate data entry of tax documents and financial information
Organize and review client-provided tax documentation
Ensure completeness and accuracy of tax return inputs before review
Assist in streamlining tax preparation workflows and internal processes
Identify inefficiencies and suggest improvements within the tax process
Organize and optimize tax-related systems
Contribute to more efficient and scalable tax operations
Support tax preparation across multiple clients
Assist with multi-state tax returns and related allocations and filing requirements
Work with the internal team to ensure timely and accurate deliverables
Utilize ProSeries, Lacerte, or CCH Axcess and practice management systems such as TaxDome
Maintain organized records and documentation within tax systems

Requirements

What you’ll need

Proven experience working on U.S. personal tax returns (required)
Familiarity with ProSeries, Lacerte, or CCH Axcess
Experience using TaxDome or similar practice management tools is a plus
Understanding of multi-state tax filings; California and New York experience preferred
Strong attention to detail and accuracy in handling financial data
Ability to manage multiple clients and deadlines simultaneously
Process-oriented mindset with interest in improving workflows
Strong written English communication skills
Comfortable working in a remote and structured environment
Trainable and adaptable to firm-specific processes and state-specific tax nuances
Availability to work 3:00PM–12:00AM Pacific Time / 6:00AM–3:00PM Philippine Time
Full-time independent contractor arrangement

Benefits

Comp & perks

Potential to transition to a full-time position shortly after onboarding based on performance and business needs
Flexible work alignment depending on workload
Direct support and training from the client
Opportunity for long-term growth within the firm