US CPA — Corporate Tax & Entity Management (Multi-Entity, Ongoing) - 2 Year Contract + More

Title: US CPA — Corporate Tax & Entity Management (Multi-Entity, Ongoing) Overview We're a private client with cross-border operations (US, Canada and a winding-down India entity) looking for a licensed US CPA to fully own the US entities — tax, compliance, incorporations and entity administration. Work is coordinated through our accountant, who acts as the single point of contact; you'd own all US matters and review intercompany items at a high level. Transaction and admin volume is expected to be low, however there are intercompany and inter-country invoices and agreements to sign or review, and letters to agencies to manage or send as needed. Like the Canada and India CPAs, you're expected to organise and maintain your files, own intercompany and inter-country liability, and review, correct and inherit all past work — although no issues are known and the books are to be 95% accurate, which you verify. Both an MSA and an NDA are required before access is shared. Scope — Year 1 Own the existing US entity end-to-end: tax, compliance and entity administration. Prepare and file the US corporate return (Form 1120 / 1120-S), including on extension or catch-up if needed. Manage rental / real-estate matters and tenant accounts; provide real-estate sales assistance as needed. Review or sign intercompany and inter-country invoices and agreements; draft, manage or send letters to agencies as needed. Handle US admin and correspondence — bank account opening/closing and related communication, and essentially manage all US-related dealings with banks, the IRS, New York State (NYS), and the registered agent (RA). Incorporate 3 new US entities (a holding LLC, a fund/SPV-type entity, and a personal LLC) — an additional $200 for the incorporations. Assign a client-owned digital registered agent across the entities. Close a past Delaware entity (Certificate of Cancellation + mailed closure letter). Coordinate with our India point of contact and Canada CPA. Scope — Normal annual (recurring, Year 2 onward) Management and annual filings for 4 entities + 1 personal filing (5 total). Im based in Canada so its 4 filings with no books and low transactions. Annual corporate tax filing (1120 / 1120-S) per entity, plus the personal return. Ongoing intercompany / inter-country invoices and agreements to review or sign, and agency letters as needed. Ongoing US admin and correspondence — banks, IRS, NYS and the registered agent. Rental / property and tenant matters kept current. Budget & structure Milestone-based via Upwork. Year 1: $1,200 (US ownership, tax and cleanup — including the +$200 to incorporate the 3 new entities). Year 2 onward: $1,000/year to manage the 4 + 1 personal filings. Low transaction volume. Open to a per-entity or flat quote — propose what works. Third-party filing fees (state incorporation, registered agent, Delaware cancellation) are reimbursed separately. Requirements Active US CPA license. US corporate tax (1120 / 1120-S) and multi-entity management experience. Delaware / multi-state incorporation, registered-agent setup, and entity cancellation experience. Comfortable reviewing/signing intercompany and inter-country invoices and agreements, and drafting agency correspondence. Experience handling bank, IRS, NYS and registered-agent correspondence. Rental / real-estate and personal-filing experience. Comfortable working with an offshore point of contact and signing an MSA and NDA. Screening questions (5) Are you an actively licensed US CPA? Please state your license state(s) and years of experience. Describe your experience preparing and filing Form 1120 / 1120-S for LLCs and corporations, including any catch-up or extension filings. Have you incorporated Delaware or multi-state LLCs and handled registered-agent setup and an entity dissolution/cancellation? Please give a specific example. What is your experience reviewing/signing intercompany and inter-country agreements and handling bank, IRS and state (NYS) correspondence? Are you comfortable signing an MSA and an NDA and coordinating with an India-based point of contact and a Canada CPA? Please share your availability and whether you're okay with the pricing.