Tax Senior Associate (US Taxes)

We are looking for someone with one of the following:
- Philippines CPA with US CPA Firm experience as an tax associate or tax preparer
- US CPA Firm experience as an associate with 3+ years of experience
- Philippines large CPA Firm experience with some US tax experience

Role
Tax Senior Associate at The CPA Dude, a fast-growing tax firm serving high-net-worth individuals and businesses with complex tax profiles. In this role, you will be the backbone of our tax operations, ensuring smooth client management, document handling, and supporting the tax preparation process. As a critical member of our team, you'll help deliver tax transformations with comprehensive care, embodying our mission to become the Nike of tax firms.

Responsibilities
Prepare complex tax returns
Manage client onboarding processes and maintain ongoing client relationships with a focus on client success
Review tax returns to identify missing documents, flag discrepancies, and ensure completeness before submission
Organize, label, and track client files for team access and review with meticulous attention to detail
Create and roll forward workpapers, evaluating them for accuracy and improvement
Communicate directly with clients via email and phone calls to clarify information or request documents
Proactively engage with clients to maintain relationships and identify retention risks
Collaborate with bookkeepers, assistants, and tax preparers to gather necessary information
Escalate issues appropriately to management when needed
Command presence with strong verbal and written communication skills
Respond to client inquiries within the same business day (our fast response culture)
Liaise between clients, contractors, and internal teams to ensure timely delivery of services

Results
Ensure high client satisfaction and retention through exceptional client service
Maintain accurate and complete client files for efficient tax preparation
Ensure timely filing of all client tax documents and extensions
Foster positive client relationships as a trusted advisor
Demonstrate a measurable impact on client retention rates
Successfully onboard new clients with a smooth transition process
Contribute to the firm's growth through process improvement and efficiency
Maintain a high level of client responsiveness (same day or within 24 hours)
Support our tax advisors in delivering comprehensive tax planning services

Requirements

1. 1-3 years of experience in U.S. tax operations and/or public accounting
2. Strong understanding of U.S. tax return structures (individual and business)
3. Experience with document management and preparation for tax filing
4. Proficiency with Google Workspace (Docs, Sheets, Drive, Gmail, pivot tables, filters, formulas)
5. Experience with U.S. tax software (e.g., ProConnect, QuickBooks Online, TaxDome)
6. Strong attention to detail and organizational skills
7. Excellent client-facing and call handling abilities - must be comfortable with video and phone calls
8. Critical thinking skills to determine what's missing or needs fixing
9. Research-first mindset – ability to leverage AI, internet tools, or tax guides before asking for help
10. Strong written and spoken English communication skills
11. Ability to work remotely with a high degree of autonomy
12. Killer project management and follow-up skills
13. Ability to adapt to new systems and technologies quickly
14. Comfortable working with 4 hours overlap in US hours
15. Ability to manage multiple tasks and prioritize workload while maintaining calm
16. A dedicated and secure workspace, free of distractions

Location
Remote position with dedicated and secure workspace required, free of distractions.

Compensation

Transparent compensation structure based on experience and performance

Get paid what you're worth - we reward based on performance, not billable hours

Bonus structure for identifying and closing upsell opportunities
Competitive salary with a clear growth path

$6-$10 USD per hour

Benefits

1. 100% remote work environment with the infrastructure to work from anywhere in the world
2. No BS corporate culture - we're modern, laid back, and straight to the point
3. Professional development opportunities and continuous learning
4. Collaborative team culture with awesome co-workers
5. Opportunity to grow with a fast-expanding firm
6. Digital-first approach with cutting-edge tax technology
7. Work alongside tax professionals focused on innovative tax strategies
8. Entrepreneurial environment that rewards initiative and fresh ideas

Core Values

1. Communication: Honest, kind candor with prompt responses. We value over-communication—more context is always better.
2. Ownership: Taking full responsibility for work and relationships. Deadlines are non-negotiable, and quality work is expected.
3. Work Smarter, Not Harder: Leveraging better technology, refining processes, and bringing fresh, creative thinking.

About Us

Our mission is to deliver tax transformations with comprehensive care by becoming the Nike of tax firms. The CPA Dude was created based on all the procedures that the founder didn't like about public accounting and made a firm based on output and not billable hours.

We are a modern, laid-back, and straight-to-the-point tax firm. While our name is approachable, our work demands precision and expertise. We offer tax compliance but are truly focused on consulting with Tax Advisory Services (TAS).

We serve high-net-worth individuals and businesses with complex tax profiles, specializing in tax planning and structuring for real estate investors, business owners, content creators, day traders, tech professionals, and high-earning 1099 contractors. Our focus is on maximizing tax planning strategies that make the biggest impact, including:

1. Entity & compensation optimization
2. Real estate industry strategies (Asset sales, Depreciation, 1031, 3.Real estate professional, etc.)
3. Workhorse strategies (Augusta, Accountable plan, travel optimization, etc.)
4. Retirement optimization
5. And much more "nerdy tax stuff"

We're not just a tax firm—we're a forward-thinking team that values autonomy, clear communication, constant improvement, and mutual respect. We give our clients the chance to showcase real tax savings when we file their returns.

Software You'll Use:

ProConnect (Intuit) – tax return and extension prep
TaxDome – CRM and secure client communication
QuickBooks Online – for coordinating with bookkeepers
Google Workspace – Docs, Sheets, Drive, Gmail (we don't use Microsoft Office)
Go High Level

Working Hours
Regular hours: 8 Hours with 4 hours overlap in US time
Busy season hours: 10 AM to 10 PM CST with weekend work

Hiring Process
Apply and record a Loom introducing yourself and explaining why you are a good fit for this position.


Email that to : ----------

Prescreen interview (30 minutes)
Technical test (take-home)
Panel/culture interview (60 minutes)