US Tax Preparer

Hey! We’re Scale Up, and our client is looking to hire a US Tax Preparer who thrives on end-to-end tax preparation, meticulous attention to detail, and delivering exceptional client service.

Work Modality: 100% Remote
Time Zone: EST

Our client views accounting and tax services as an essential customer service experience powered by cutting-edge technology. As an AI-native accounting firm, their mission is to help entrepreneurs build profitable businesses that bless their family, their team, and their community.

You will be far more than an external service provider—you will serve as an indispensable embedded partner to your clients. Their culture values autonomy, continuous learning, absolute transparency, and collaborative problem-solving using modern AI tools and automated workflows across time zones.

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.

You’ll be responsible for preparing individual and business tax returns, reviewing financial data to identify potential issues, and managing multiple deadlines using specialized tax software.

This is a client-facing role that requires strong knowledge of U.S. taxation, accounting principles, attention to detail, and a commitment to delivering excellent customer service.

• US Tax Return Preparation: Prepare federal and state individual tax returns (Form 1040) and business tax returns (Forms 1120, 1120-S, and 1065).

• Financial Data Review & Quality Control: Review financial statements, identify ledger discrepancies, evaluate data accuracy, and make appropriate adjusting entries when necessary. Escalate underlying bookkeeping issues to the accounting team before filing.

• Ultra Tax Management: Use Ultra Tax to process source documentation, manage work papers, calculate federal and state tax liabilities, and complete electronic filings.

• Tax Dome Practice Management: Manage tax preparation workflows, track return statuses, automate task updates, communicate securely with clients, and organize tax documentation.

• Federal & State Tax Compliance: 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.

• IRS & State Portal Management: Maintain tax representation authorizations (Forms 2848 and 8821) and manage IRS e-Services records.

• Deadline & Workflow Management: Handle multiple client tax returns simultaneously, ensuring accuracy, timely submissions, and compliance with critical tax deadlines.

• Client Communication: Provide clear, professional communication to clients, address tax-related inquiries, and proactively identify potential issues.

• Education & Credentials: 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.

• US Tax
  
  Experience:
  
  Ideally 4–6 years of experience in U.S. public accounting or tax practice, preparing individual and business tax returns for multiple clients.

• Tax Compliance Knowledge: Strong understanding of U.S. federal and state tax regulations, including Forms 1040, 1120, 1120-S, 1065, and multi-state filings.

• Tax Software Proficiency: Hands-on experience with Ultra Tax and Tax Dome.

• Accounting Fundamentals: Solid understanding of bookkeeping and accounting principles, with the ability to critically review financial data, identify discrepancies, and flag potential issues before filing.

• Cloud Accounting Tools: Familiarity with Quick Books Online or Xero to review client financial reports.

• High ownership…