US Tax - Tax Planning Analyst

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TYPE OF WORK

Any

SALARY

$1400

HOURS PER WEEK

30

DATE UPDATED

Aug 19, 2025

JOB OVERVIEW

If you're ready to go beyond data entry and want to expand your skills in U.S. tax strategy, planning, and client advisory — this is the role for you.

We are a U.S.-based accounting and advisory firm supporting small business owners with proactive tax planning, clear financial reporting, and strategic compliance. We’re looking for a Tax Planning Analyst to join our growing remote team.

Why Join Us?
We’re not a big-box firm or tax factory. Our small team focuses on strategic work, meaningful client relationships, and thoughtful planning. If you want to be part of a firm that values quality over speed, and clarity over chaos, we’d love to meet you.

Benefits:
-100% remote position.
-Competitive pay based on experience
-Weekly pay
-Bonus Opportunities
-Paid training and opportunities for growth.
-Work with a company known for excellence and stellar client reviews
-Use your skills year round - This is not a seasonal position!
-Work hours flexible (some overlap with US Time during training period)

Responsibilities:

You’ll be a key player in helping us deliver and execute tax strategies that save clients money and keep them compliant. You won’t just assist in preparing returns — you’ll help carry out real-world tax planning strategies.

What You’ll Do:

Tax Planning & Support - Maintain and update tax plans using our tax planning software
Tax Support - Help prepare financial data for projections and final filings
Tax Preparation - Assist with some 1040, 1120S, and 1065 preparation (Drake Tax)
Tax Coordinator - Prepare/Organize work papers for tax preparation outsource team
IRS Follow-Up & Compliance-Draft responses to IRS/state tax notices using firm templates

What We’re Looking For
* 3+ years of experience working with U.S.-based clients
* Strong foundation in U.S. tax workflows and accounting principles
* Confident applying year-end entries and organizing work papers
* Comfortable working independently in structured systems
* Detail-oriented and deadline-driven

Bonus Points For

* EA or CPA (PH or U.S.)
* Xero certification or advanced Xero use
* Experience responding to IRS notices
* Exposure to tax projections, planning, or resolution
* Experience with any of our tools:
- Drake Tax (Tax Preparation)
- Xero(Bookkeeping Platform)
-IRS Solutions or Similar app (Notices & Resolution)
-ClickUp (Task & Process Management)
-Google Workspace(Docs, Sheets, Drive)
-Any tax planning software (Tax Planner Pro, Holistaplan, etc)


How to Apply
If this sounds like you, apply today and show us how your skills align with this critical role in our team.
We'll ask you what your favorite dog breed is, answer poodle in your application so we know you've read the full job post.

How to apply:
Submit your application through onlinejobs.ph **AND**
Complete our application form at ---------- /tax/
Must do both steps to be considered!

SKILL REQUIREMENT
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