Senior Specialist, Tax Preparer (US)

At The Glocal Resource, we redefine how businesses operate and grow in our interconnected global landscape. Established with a vision to bridge local expertise with international opportunities, we specialize in providing innovative outsourcing solutions. Since our inception in 2019, we have become a trusted partner for businesses worldwide, helping them navigate the complexities of the modern workforce.

As a Senior Specialist Tax Preparer , you will independently manage the preparation of U.S. federal and state income tax returns for individual and business clients. You will work in a fast-paced, high-volume environment, ensuring accuracy, compliance, and timely delivery of returns.

This role requires strong technical tax knowledge, excellent attention to detail, and the ability to operate with minimal supervision while collaborating closely with U.S.-based CPAs, EAs, and tax professionals.

• Prepare U.S. federal and state tax returns for individuals and businesses (Forms 1040, 1065, 1120, 1120-S)
• Input, reconcile, and validate taxpayer data using professional tax software (ProConnect, Drake, UltraTax, or equivalent)
• Review and organize tax documentation including W-2s, 1099s, K-1s, and 1098s
• Ensure all returns meet IRS compliance requirements and internal quality standards
• Collaborate with tax advisors to resolve data gaps, discrepancies, and documentation questions
• Tag and route completed returns for quality review and final approval by supervising tax professionals
• Maintain secure, well-organized digital records in accordance with IRS guidelines
• Participate in internal quality audits and help track performance metrics such as error rates and turnaround time
• Recommend workflow and documentation improvements based on hands-on experience
• Support onboarding and mentorship of new or seasonal tax preparers during peak tax seasons

• 3+ tax seasons of experience preparing U.S. individual and/or business tax returns
• Strong working knowledge of U.S. federal and multi-state tax compliance
• Hands-on experience with professional tax software (ProConnect, Drake, UltraTax, or equivalent)
• Ability to work independently with a high level of accuracy and attention to detail
• Experience using AI tools to improve efficiency and quality of tax work
• Associates degree or equivalent relevant work experience

• Experience supporting credentialed professionals (CPA, EA, or Tax Attorney)
• Familiarity with workflow and document management tools such as Asana, Intuit Link, and Google Drive
• Experience working in high-volume tax environments (100+ returns per season)
• Comfort with routine QA reviews and structured performance feedback
• Strong process orientation and deadline management skills