tax associate

Job Title: Tax Associate

Location: Remote (Philippines preferred)

Salary Range: 1500 – 2500 USD/month

Work Schedule: Monday – Friday, 8:00 AM to 5:00 PM (CST)

NOTE: INDEPENDENT CONTRACTOR POSITION

Company Overview:

Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and US-based businesses, connecting candidates from vibrant regions like Latin America, the Philippines, India, Pakistan, Bangladesh, and Africa with leading American companies. Sagan provides a high-performance remote work environment, ensuring access to world-class opportunities for top-tier professionals.

About the Company:

Sagan represents a U.S.-based professional services firm operating within the accounting and tax advisory field. The company supports a diverse portfolio of clients and maintains a collaborative, detail-driven environment focused on accuracy, compliance, and high-quality service delivery.

Position Overview:

The Tax Associate will support U.S. federal and state tax preparation across a variety of return types. This role involves preparing returns, reviewing documentation, assisting with notices, and supporting quarterly and year-end tax processes. The ideal candidate brings strong technical accuracy, familiarity with U.S. tax concepts, and high-level communication skills.

Key Responsibilities:

• Prepare U.S. federal and state tax returns (1040, 1065, 1120, 1120-S).
• Prepare quarterly tax estimates and projections.
• Assist with tax notices, follow-ups, and documentation reviews.
• Maintain organized tax files and supporting workpapers.
• Conduct tax research as assigned.
• Ensure compliance with U.S. tax regulations and internal quality standards.
• Support the tax team during peak filing seasons and deadlines.

Qualifications:

• Experience preparing U.S. tax returns for individuals and entities.
• Strong understanding of U.S. tax concepts and compliance standards.
• Excellent English communication skills (verbal and written).
• High attention to detail and accuracy in workpapers.
• Ability to work U.S. hours when required.
• Proficiency with spreadsheets and tax documentation workflows.

Nice-to-Haves:

• Experience with tax software such as Lacerte, UltraTax, Drake, ProSeries, or similar.
• CPA or EA certification (Philippines or U.S.).
• Experience working with U.S.-based CPA firms.