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Tax Associate (U.S. Personal Tax)

June 3, 2026

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 <ul> <li>Prepare and assist with U.S. personal tax returns (individual returns)</li> <li>Perform accurate data entry of tax documents and financial information</li> <li>Organize and review client-provided tax documentation</li> <li>Ensure completeness and accuracy of tax return inputs before review </li> </ul> Tax Process Support & Optimization <ul> <li>Assist in streamlining tax preparation workflows and internal processes</li> <li>Identify inefficiencies and suggest improvements within the tax process</li> <li>Support the firm in organizing and optimizing tax-related systems</li> <li>Contribute to building more efficient and scalable tax operations </li> </ul> Client & Multi-State Tax Support <ul> <li>Support tax preparation across multiple clients</li> <li>Assist with multi-state tax returns (experience with California and New York is a plus)</li> <li>Handle allocations and requirements related to multi-state filings when applicable</li> <li>Work closely with the internal team to ensure timely and accurate deliverables </li> </ul> Systems & Software Utilization <ul> <li>Utilize tax software platforms such as ProSeries, Lacerte, or CCH Axcess</li> <li>Work within practice management systems like TaxDome</li> <li>Adapt quickly to new tools and systems as needed</li> <li>Maintain organized records and documentation within tax systems </li> </ul> Qualifications & Ideal Traits: <ul> <li>Proven experience working on U.S. personal tax returns (required)</li> <li>Familiarity with tax software such as ProSeries (preferred), Lacerte, or CCH Axcess</li> <li>Experience using TaxDome or similar practice management tools is a plus</li> <li>Understanding of multi-state tax filings (California and New York experience preferred)</li> <li>Strong attention to detail and accuracy in handling financial data</li> <li>Ability to manage multiple clients and deadlines simultaneously</li> <li>Process-oriented mindset with interest in improving workflows</li> <li>Strong written English communication skills</li> <li>Comfortable working in a remote and structured environment</li> <li>Trainable and adaptable, especially for firm-specific processes and state-specific tax nuances </li> </ul> Working Environment: <ul> <li>Fully remote role supporting a U.S.-based accounting firm</li> <li>Part-time schedule (approximately 20 hours per week / 4 hours per day)</li> <li>Potential to transition to full-time within a short period based on performance and business needs</li> <li>Work aligned with U.S. business hours (flexibility depending on workload)</li> <li>Collaborative environment with direct support and training from the client</li> <li>Opportunity for long-term growth within the firm</li> </ul>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...