Tax Associate – U.S. Personal Tax

🔥 5 minutes ago

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OptiNizers

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2021

🤝 B2B

☁️ SaaS

👥 HR Tech

B2B • SaaS • HR Tech

OptiNizers is a company dedicated to helping businesses thrive by providing a range of remote talent services including executive virtual assistants, customer service, social media management, and graphic design. They emphasize optimizing and organizing business tasks to alleviate bottlenecks, enhance efficiency, and support growth. OptiNizers partners with clients to turn their business aspirations into reality, positioning themselves as allies in the entrepreneurial journey.

📋 Description

• 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

• 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

• 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