US Tax Associate

Company: Sagan Recruitment

Job Title: US Tax Associate
Location: Remote (Global)
Salary Range: Up to $2500 USD/month
Schedule: Monday – Friday, 9:00 AM – 5:00 PM EST
We are seeking a US Tax Associate to own the preparation and review of individual and small business tax returns while ensuring accurate, timely, and compliant tax filings. This role is responsible for preparing federal and state tax returns, managing client documentation, supporting tax compliance initiatives, and maintaining high-quality tax work across multiple engagements.
The ideal candidate has hands-on experience preparing US tax returns within a CPA firm, accounting firm, or tax practice and can independently manage tax workflows with minimal supervision.
Key Responsibilities
* Prepare and review federal and state tax returns for individuals and small businesses.
* Own the preparation of Form 1040, Schedule C, Form 1120S, and Form 1065 tax returns.
* Analyze financial records, supporting schedules, and tax documentation for accuracy and completeness.
* Gather, organize, and maintain client tax documentation.
* Identify missing information and proactively communicate with clients to resolve documentation issues.
* Manage tax filing deadlines and compliance requirements throughout the tax season.
* Review prior-year tax returns and supporting workpapers when necessary.
* Utilize professional tax software to prepare, update, and file tax returns.
* Maintain compliance with federal, state, and local tax regulations.
* Perform quality control reviews to ensure filing accuracy and completeness.
* Collaborate with accountants, tax managers, and firm leadership to meet client deadlines.
* Respond to client inquiries regarding tax return status and documentation requirements.
Qualifications
* 3–5+ years of direct US tax preparation experience.
* Experience preparing individual and small business tax returns.
* Strong knowledge of Form 1040, Schedule C, Form 1120S, and Form 1065.
* Experience working for a US CPA firm, tax firm, or accounting firm.
* Strong understanding of US tax regulations and compliance requirements.
* Experience using professional tax preparation software.
* Excellent attention to detail and accuracy.
* Strong written and verbal English communication skills.
* Ability to manage multiple tax engagements and deadlines simultaneously.
* Ability to work independently with minimal supervision.
Nice to Have
* Experience with Drake, Lacerte, UltraTax, ProSeries, CCH, or similar tax software.
* Experience supporting tax planning or advisory engagements.
* Bookkeeping or accounting experience.
* Experience working directly with US-based clients.
* CPA, EA, or equivalent tax or accounting credential.
Success in This Role
* Tax returns are prepared accurately and submitted on time.
* Compliance standards are consistently maintained.
* Client documentation is collected efficiently with minimal delays.
* Filing errors and rework are minimized through strong quality control.
* Tax deadlines are met consistently throughout the year.

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