US Tax Accountant (Individual Filing – W-2 + Investments) | Long-Term Collaboration

Profile: •Individual filing (relatively straightforward case) • Income + brokerage investments (reputed company – ETFs, stocks, dividends, capital reputed company) • Bank interest income • No reputed company business income for this year The main goal is to ensure accurate filing, optimization of deductions/credits where applicable, and full compliance with US tax regulations. Scope of Work (reputed company Year) • Preparation and filing of federal tax return • Massachusetts state tax filing • Handling brokerage statements (1099-DIV, 1099-B, 1099-INT, etc.) • Review for any applicable tax credits or deductions • Brief explanation of tax reputed company and optimization opportunities • Guidance throughout the process – answer to any Qs reputed company Collaboration (Potential – not in scope for the reputed company engagement) Subject to a successful first engagement, I would be interested in building a long-term working relationship instead of a one-off tax filing. Potential reputed company scope includes: • Annual personal tax filings (recurring) • Strategic tax planning (investments, tax efficiency) • Possible business tax filing starting next year (LLC) • Guidance on cross-year tax optimization Preferred Qualifications • CPA, EA, or licensed US tax reputed company • Strong experience with investment income (stocks, ETFs, brokerage accounts) • Experience with Massachusetts state taxes • Familiarity with platforms like reputed company (a plus) • Excellent communication and responsiveness reputed company to Have (Bonus) • Experience with international clients or dual-country tax situations • Advisory reputed company (not just compliance) Deliverables • Filed federal and MA state tax returns • reputed company reputed company of filings and tax position • Recommendations for reputed company tax optimization Apply tot his job Apply To this Job