Senior U.S. Tax Accountant (Remote - Drake Tax Specialist)

Location: Remote (Philippines)

Schedule: Full-Time, Strict PST Hours (8:00 a.m. to 5:00 p.m. Pacific Standard Time)

Compensation: $1,800 $2,600 USD/month (Independent Contractor Role)

About Lumen Partners

Lumen Partners is a global talent and operations company connecting highly skilled professionals with businesses across the United States. We specialize in providing elite remote professionals in Accounting, Operations, Marketing, and Administration. Our mission is to help U.S. organizations scale efficiently by providing exceptional, seamlessly integrated global talent.

Role Overview

We are currently seeking a highly accurate, senior-level U.S. Tax Accountant to support a fast-paced, premium California-based CPA firm. You will be stepping in to assist with a high-volume tax season (125150 returns in queue) and will serve as a long-term dedicated resource.

The ideal candidate is a power user in Drake Tax, possesses a meticulous eye for detail, and thrives in an autonomous environment. Because accuracy and strict adherence to client timelines are paramount, we are looking for a proactive communicator who can prep complex returns to near-perfection for final executive review.

Core Responsibilities

1.) Tax Preparation: Prepare highly accurate U.S. federal and state tax returns, specifically:

• Form 1040 (Individual)
• Form 1120 (C Corporation)
• Form 1120-S (S Corporation)
• Form 1065 (Partnership)

2.) State Filings: Prepare associated California state forms (Forms 100, 100S, 565, 568) and issue accurate Schedule K-1s.

3.) Accounting/Reconciliation: Reconcile financial data from QuickBooks Online, perform adjusting journal entries (AJEs), and seamlessly import trial balances into Drake Tax.

4.) Workflow Management: Manage daily tasks, pipeline updates, and internal communications proactively using Asana and Slack/Google Workspace.

5.) Executive Support: Ensure all returns and workpapers are fully prepared, referenced, and perfectly documented for the U.S. firm owner's final technical review and signature.

The Tech Stack

• Tax Software: Drake Tax (Expert/Power User level required)
• Accounting: QuickBooks Online (QBO) & QuickBooks Desktop
• Project Management & Comms: Asana, Slack, Google Workspace

Non-Negotiable Requirements

• Experience: Minimum of 5+ years of dedicated experience supporting U.S. accounting firms with entity and individual tax preparation.
• Drake Tax Mastery: Proven, expert-level experience using Drake Tax or any similar Tax software.
• Working Hours: Must be able to work a strict 8:00 AM to 5:00 PM Pacific Standard Time (PST) schedule with no exceptions.
• Communication: Exceptional written and verbal English communication skills. Must be comfortable providing daily proactive status updates.

Preferred/Bonus Qualifications

• Active U.S. Enrolled Agent (EA) credential or U.S. CPA license.
• Philippine CPA (CPA-PH) license.
• Deep, specific experience with California State tax structures and LLC filings.

Why Join Lumen Partners

• Direct Impact: Work directly with the leadership of a growing California accounting firm.
• Stability & Growth: Long-term remote career opportunity with competitive compensation.
• Performance Incentives: Additional performance bonuses and professional growth opportunities available.
• Upward Mobility: For credentialed professionals (EAs/CPAs), there is high potential for expanded autonomy, signing authority, and future revenue-sharing arrangements.