US Tax Preparation Accountant

**About Fortress Tax \& Trust** Fortress Tax \& Trust is a Dallas\-based tax strategy and advisory firm built for entrepreneurs, families, and growing businesses that want more than basic compliance. We help clients **protect** **what they’ve built, minimize tax burden, and build long\-term structures that support** **growth** —from entity structuring and accounting to tax planning, trust/estate strategy, and trust taxes. Our mission is simple: **lead with precision, act with integrity, and deliver strategies that** **stand the test of time.** We operate with a high\-bar culture around details and execution— **clients** **before everything, move with intention, and own the outcome.** This Lahore\-based role is a core part of how we deliver fast, accurate work for U.S. clients— ensuring every return and workflow is supported by clean documentation, tight organization, and strong internal handoffs. **About the role** We’re hiring a **Tax Preparation Accountant** to support our US\-based tax team by preparing **draft** tax returns and clean workpapers. The US team handles strategy, client\-facing finalization, and e\-file. Your job is to produce reviewer\-ready drafts and documentation that makes US review fast and smooth. If you’re strong in reconciliation, workpapers, and detail\-focused accounting—this is a great fit. **What you’ll do** • Prepare **draft** individual and business tax returns in UltraTax/SurePrep (based on source docs \+ firm standards) • Build clean workpapers and tie\-outs: o income reconciliation (P\&L, 1099s, deposits) o expense classification notes o support schedules (depreciation/carryforwards as provided) • Tie every number to a source document (no guessing) • Maintain a “questions for US reviewer” list for anything unclear • Implement reviewer feedback quickly and accurately **Tools you’ll use** UltraTax, SurePrep, SafeSend, Zoho, Excel/Google Sheets, Teams/Zoom **Requirements** • Bachelor’s in Accounting/Finance (or equivalent experience) • 2\+ years in accounting/bookkeeping/tax support • Strong Excel skills (reconciliation \+ documentation discipline) • Able to follow standards and produce consistent workpapers • Proficient in English writing (internal notes, reviewer summaries) **Preferred** • Prior experience supporting a US CPA firm • Familiarity with US tax forms (W\-2/1099/K\-1, Sch C/E, basic S\-Corp/Partnership flow) • UltraTax/SurePrep experience (nice\-to\-have) **How we measure success** • Drafts require minimal US rework • Workpapers are easy to follow and fully source\-tied • Consistent turnaround time after “docs complete” • Strong communication during overlap hours **Security \& confidentiality** NDA \+ strict data handling rules are required (role\-based access, MFA, no local storage of client data). -