Tax Associate

About Proseer

Proseer is a modern accounting firm delivering forward-thinking accounting, fractional CFO, and tax services with personalized support and concierge-level service. We leverage best-of-breed technology and paperless processes to streamline our operations, freeing our team to focus on what matters most — our clients and their financial success.

We are headquartered in Fort Lauderdale, Florida, with a growing team across the US and the Philippines. We serve business owners, entrepreneurs, startups, real estate operators, family offices, and professional services firms.

Job Overview

As a Tax Associate, you will play a key role in the preparation and delivery of US federal and state tax returns for a diverse client base. You will work closely with our Philippines-based Senior Associate, along with our US-based Tax Manager and department leadership, supporting compliance, projections, and tax planning across multiple client engagements.

This is a hands-on tax preparation and analysis role — not a bookkeeping position. We’re looking for someone who has meaningful experience preparing US tax returns (individuals, partnerships, S-corps, C-corps, and trusts) and is ready to bring that expertise to a fast-growing, technology-forward firm.

Responsibilities

• Prepare and review US federal and state tax returns for individuals, partnerships (1065), S-corporations (1120-S), C-corporations (1120), and trusts/estates (1041)
• Assist with quarterly tax projections, estimated tax payments, and ad hoc tax analysis for clients
• Support the preparation and accurate, timely filing of all tax compliance deliverables
• Research and document tax positions, ensuring compliance with current US tax law
• Assist with tax planning opportunities and communicate findings to the US-based Tax Manager
• Identify and implement process improvements in firm tax workflows
• Maintain organized, well-documented workpapers in our cloud-based systems
• Be available to work during US business hours (9:00 AM – 5:00 PM US Eastern Time) to collaborate with the team and be responsive to client needs

Requirements

• 3–5 years of experience preparing US tax returns, preferably at a Big 4, national, or large regional accounting firm
• Strong working knowledge of US federal and state individual and business tax compliance
• Bachelor’s degree in Accounting, Tax, or a related field
• Computer with dual monitors and a strong, reliable internet connection
• Dedicated home office space, free of distractions
• High degree of comfort with technology and remote work
• Ability to learn new cloud-based software quickly (tax preparation tools, document management, video conferencing, Microsoft apps, etc.)
• Strong written and verbal English communication skills
• Ability to operate independently with minimal daily direction while meeting deadlines

Preferred Qualifications

• CPA (Philippine or US) or CPA candidate
• Experience with CCH Axcess or similar US tax preparation software
• Experience with SafeSend Suite or similar tax document delivery tools
• Prior experience working with small to medium-sized businesses, entrepreneurs, startups, family offices, and individual owners
• Experience supporting US-based clients or working with a US-based firm remotely
• At least 1 year of remote work experience