Senior U.S. Tax Specialist (Remote Client-Facing - 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 and will serve as a long-term dedicated resource.

The ideal candidate is a power user in Drake Tax (or similar professional tax software), 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 is highly comfortable speaking directly with U.S. clients and prepping 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 the tax software.

4.) Client-Facing Communication: Confidently participate in and lead Zoom meetings directly with U.S. clients to clarify discrepancies, gather missing information, and provide clear status updates.

5.) Workflow Management & Accountability: Manage daily tasks and pipeline updates proactively using Asana and Slack. Take extreme ownership of your deliverables, ensuring zero delayed tasks without prior communication.

6.) 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, Zoom

Non-Negotiable Requirements

• Experience: Minimum of 5+ years of dedicated experience supporting U.S. accounting firms with entity and individual tax preparation.
• Tax Software Mastery: Proven, expert-level experience using professional U.S. tax software. (Drake Tax is highly preferred, but strong power users of Lacerte, ProConnect, CCH, or similar platforms will be considered).
• Task Accountability: A proven track record of meeting strict deadlines. Ghosting, missing meetings, or failing to communicate delays is an absolute dealbreaker for this firm.
• 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. You must be highly comfortable speaking on camera with firm leadership and U.S. business owners.

Preferred/Bonus Qualifications

• Tax Software: Drake Tax (highly preferred), alongside expert-level experience in other major U.S. tax software (e.g., Lacerte, ProConnect, CCH Axcess, GoSystems).
• Accounting: QuickBooks Online (QBO) & QuickBooks Desktop
• Project Management & Comms: Asana, Slack, Google Workspace, Zoom

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.