Tax Associate (U.S. Personal Tax)

Job Title: Remote Tax Associate (U.S. Personal Tax)

Job Type: Independent Contractor | Part-Time (20 hours per week, with potential to transition to Full-Time)

About the Role:

A detail-oriented and experienced Tax Associate is needed to support a U.S.-based accounting firm with personal tax return preparation and tax-related processes. This role focuses primarily on handling U.S. individual tax returns, supporting multiple clients, and improving efficiency across tax workflows.

The ideal candidate has hands-on experience working with U.S. personal tax returns, understands tax processes, and is comfortable navigating different tax software platforms. This role also involves contributing to process improvements and helping streamline tax operations within the firm.

This is an excellent opportunity for someone who is looking to grow into a long-term role, with the potential to transition into a full-time position shortly after onboarding based on performance and business needs.

Key Responsibilities:

Tax Preparation & Data Entry

Prepare and assist with U.S. personal tax returns (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

Tax Process Support & Optimization

Assist in streamlining tax preparation workflows and internal processes

Identify inefficiencies and suggest improvements within the tax process

Support the firm in organizing and optimizing tax-related systems

Contribute to building more efficient and scalable tax operations

Client & Multi-State Tax Support

Support tax preparation across multiple clients

Assist with multi-state tax returns (experience with California and New York is a plus)

Handle allocations and requirements related to multi-state filings when applicable

Work closely with the internal team to ensure timely and accurate deliverables

Systems & Software Utilization

Utilize tax software platforms such as ProSeries, Lacerte, or CCH Axcess

Work within practice management systems like TaxDome

Adapt quickly to new tools and systems as needed

Maintain organized records and documentation within tax systems

Qualifications & Ideal Traits:

Proven experience working on U.S. personal tax returns (required)

Familiarity with tax software such as ProSeries (preferred), 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, especially for firm-specific processes and state-specific tax nuances

Working Environment:

Fully remote role supporting a U.S.-based accounting firm

Part-time schedule (approximately 20 hours per week / 4 hours per day)

Potential to transition to full-time within a short period based on performance and business needs

Work aligned with U.S. business hours (flexibility depending on workload)

Collaborative environment with direct support and training from the client

Opportunity for long-term growth within the firm