U.S. Tax Preparation Specialist (Drake Tax & UltraTax CS)

About the role

A client is looking for a U.S. Tax Preparation Specialist to take full ownership of preparing and filing federal and state tax returns for individuals, partnerships and sole proprietors. The specialist analyzes financial statements, reconciles general ledgers to tax workpapers and handles filings such as Form 1040, Form 1065, Schedule C and Schedule E, working in a team supporting U.S. CPA firms. The schedule is 8:30 AM to 5:30 PM Bend, OR time, with a 1-hour unpaid break (40 hours per week).

Key responsibilities

• Independently prepare and finalize U.S. federal and state income tax returns for individuals (Form 1040) and partnerships (Form 1065), including Schedule C, Schedule E and K-1 distributions.
• Analyze financial statements and P&L reports to complete Schedule C, self-employment tax schedules and allowable deductions.
• Review trial balances, general ledgers and QuickBooks data to make tax adjustments and reconcile accounting records with tax returns.
• Review client documents (W-2s, 1099s, K-1s, 1098s, balance sheets) to ensure data integrity and flag missing information.
• Maintain audit-ready workpapers, client communication logs and source documents in tax management software.
• Ensure compliance with IRS guidelines, federal and state tax regulations and firm quality control standards.

Required profile

• Minimum 3-5 years of hands-on experience preparing U.S. individual and business tax returns in a U.S. accounting firm or outsourcing environment.
• Fluent written and spoken English to work with tax managers, CPA leads and team members.
• Able to manage several client files at once, track IRS deadlines and stay productive during peak season.

Required skills

• Proficiency with Form 1040, Form 1065, Schedule C and related schedules; candidates without direct U.S. tax filing experience will not be considered.
• Tax software such as Drake Tax, UltraTax CS, Intuit ProConnect, Lacerte or TurboTax Business.
• QuickBooks Online.
• Attention to detail in spotting data mismatches, misclassified expenses and missing documentation.

What we offer

• Permanent work from home.
• Immediate hiring.
• Health insurance coverage for eligible locations.