US Tax Preparer & Tax Planning Specialist

ACE CPAs is a dynamic and rapidly growing CPA and advisory firm focused on serving U.S. business owners in industries such as construction, medical and dental practices, SaaS, and professional services. Utilizing advanced AI tools and modern software including ProConnect, Drake Tax, QuickBooks, and monday.com, the firm offers comprehensive services ranging from bookkeeping and tax preparation to Fractional CFO, Quality of Earnings, and M&A advisory. We are seeking an experienced U.S. Tax Specialist to independently manage tax engagements from data collection through e-filing, ensuring accuracy and minimal review. This role requires a hands-on professional who has a proven track record preparing and filing complex tax returns and providing proactive tax planning for business owners with significant pass-through income.

Key Responsibilities

- Prepare and file federal and state tax returns including Forms 1040, 1120-S, 1065, and 1120-H, managing complete engagements from source documents to accepted e-file.
- Handle multi-entity structures, multi-year catch-up returns, overdue filings, and extensions while monitoring MeF acknowledgements and resolving rejects.
- Review and respond to IRS and state notices, prepare penalty abatement requests such as First-Time Abatement and Reasonable Cause, and manage elections like Form 2553 and Form 3115.
- Develop written tax plans for business owners that quantify savings by strategy, and confidently explain these strategies and their implications during client meetings.
- Prepare and file multi-state Sales and Use Tax returns, support state registrations, withholding, and other compliance obligations, and assess taxability with proper documentation.
- Utilize software tools daily, including ProConnect, Drake Tax, QuickBooks Online and Desktop, monday.com, and Google Workspace, maintaining clean workpapers and clear documentation.
- Serve as the primary contact for assigned clients, communicating directly via email and Zoom, proactively managing outstanding items, providing status updates, and coordinating with internal teams to ensure timely filings.

Required Qualifications

- Hands-on experience preparing and filing U.S. 1040, 1120-S, and 1065 tax returns for at least two full tax seasons.
- Recent, practical experience using ProConnect or Drake Tax for actual filings.
- Strong understanding of federal and multi-state filing procedures, extensions, e-filing, and IRS notice responses.
- Proficiency with QuickBooks Online and Desktop for data extraction and reconciliation.
- Active PTIN or eligibility to obtain one prior to starting.
- Excellent written and spoken English communication skills.
- Ability to work independently, manage multiple deadlines, and maintain high accuracy under pressure.
- Availability to work full-time during U.S. business hours (9 AM to 6 PM EST).

Preferred Qualifications and Benefits

- Experience with multi-entity client groups and pass-through entities.
- Knowledge of multi-state Sales and Use Tax compliance.
- Expertise in IRS notice resolution and penalty abatements.
- Familiarity with clients in construction, medical, dental, or SaaS industries.
- Professional credentials such as EA or CPA are advantageous but not required.
- Comfort using AI tools to enhance productivity and efficiency.

What We Value

We prioritize ownership of the entire tax engagement process, from data collection to accepted filing. Strong judgment, accuracy, accountability, and proactive communication are essential. Exceptional organization and thorough documentation are critical to success in this role.

Growth and Career Path

This position is central to a growing tax practice, offering opportunities for advancement to Senior Tax Specialist and Tax Reviewer roles. High performers will manage larger, more complex portfolios and contribute to shaping the firm’s tax processes.

Work Setup

This is a full-time, on-site position based in Karachi (Gulistan-e-Johar), Pakistan. The work schedule aligns with U.S. business hours, Monday through Friday, with direct collaboration with the Tax Lead and firm leadership.