Bookkeeper and Tax Preparer | WFO

Cloudstaff Philippines Inc.; Philippines; On-site; PHP 520,000 - 900,000; Full time

Benefits offered by this job

HMO Coverage

ALE Club

Annual Performance Review with Salary

Employee Share Units

Cloudstaff Benefits

Flexible leave

Worldwide career growth

Office perks each week

Job summary

Cloudstaff Philippines Inc. is seeking a detail-oriented financial operations professional to manage client books in QuickBooks Online, prepare statements, and oversee U.S. tax projections using CCH Axcess Pro.

You will liaise with clients, CPA teams, and tax agencies, ensure timely filings, and leverage AI tools like Claude to accelerate analysis and drafting. Work hours are 8:00 AM – 4:00 PM Pacific Time.

Qualifications

• Five+ years of experience in bank reconciliations, accounting, payroll, and producing financial reports for CPA firms.

Responsibilities

• Manage, categorize, and reconcile financial transactions for multiple clients in QuickBooks Online.

Skills

Attention to detail

Client-facing

English communication

Autonomous

AI tools (Claude)

Education

Bachelor's degree in accounting or related field

Tools

QuickBooks Online ProAdvisor

Gusto payroll

CCH Axcess Pro

Wealthbox

Holistiplan

Job description

Job Description

Work-From-Office is a setup based in Angeles/Cebu/Makati/Ortigas

Key Responsibilities:

• Managing, categorizing, and reconciling financial transactions for multiple clients in QuickBooks Online
• Preparing financial statements, running payroll through Gusto, closing out the month, and timely delivering financial statements by the 5th of the following month
• Managing the process of preparing, communicating, and completing U.S. tax returns in CCH Axcess Pro and assisting the CPA
• Communicating directly with clients—requesting documents, answering questions, and keeping them informed on the status of their books and returns
• Calling the IRS and state/local tax agencies to resolve client notices and following each matter through to closure
• Communicating with the CPA and operations team to understand and serve client needs
• Creating and tracking client invoicing when appropriate
• Leveraging AI tools (e.g., Claude) to accelerate analysis, document review, andclient-facing drafts

Key Performance Indicators

KPIs are reviewed regularly and determine annual wage increases.

Timely Financial Statements

• Percentage of financial statements delivered to clients by the 5th–10th business day of the following month
• YTD vs. prior YTD with % comparison from prior period
• Balance sheet (verified reconciled)
• Current month P&L

Client Communication Score

• Aim for 95% or above to ensure timeliness and client satisfaction (4.5 or higher)
• Respond to requests as quickly as possible, no later than 4 hours. If a request falls on a weekend, respond within the first hour of the following business day

Managing Information Process

• Follow Wealthbox workflow; Wealthbox task completion rate evaluated weekly
• Work with the CFP to ensure documents and tax projections are filed immediately
• Send the initial email to the client with the shared folder during tax kickoff season
• Update and include the questionnaire to clients and own the follow-up to get them all in the client file
• Use last year's return as the baseline for tax projection or tax preparation; discuss changes from prior year and clarify the actual year
• Weekly audit each client file during tax season and email the client with missing information, cc'ing team members

IRS and State/Local Notice Resolution

• Log every client notice in Wealthbox within 1 business day of receipt and contact the agency within 5 business days
• Document each call (date, agent ID, outcome, next step) and keep the client and CPA updated until the matter is closed
• Measured on time-to-first-contact and time-to-resolution

Reliability

• Work hours are 8:00 AM – 4:00 PM Pacific Time
• Provide 1 week advance notice if you need a different work schedule on a particular day
• Provide 2 weeks advance notice for any other SIL (PTO) days

Quarterly Estimate Reminders

• At the first of the quarterly month, send tax reminders and ask if clients would like us to pay on their behalf
• Confirm with outside providers on quarterly payments for designated clients

Assistance with Tax Projections

• Upload all 1040s to Holistiplan
• Review year-end business returns
• Estimated yearly percentage increase/decrease in revenue
• CCH Axcess Data Entry Accuracy
• Enter data in CCH Axcess Pro for personal tax clients with accuracy; measured by reviewer corrections per return

Billing & Collections

• Send invoices to clients, collect tax payments, and update billing so it is automated

Qualifications and Requirements

Required Qualifications

• Minimum of 5 years of experience performing bank reconciliations, account analysis, payroll, and issuing financial reports on behalf of a Certified Public Accounting firm
• Bachelor's degree in accounting or another related career field
• Solid understanding of accounting principles (GAAP)
• Hands-on experience preparing U.S. individual and business returns in CCH Axcess Tax (Pro)
• Excellent spoken and written English. This is a client-facing role: you will email and speak with U.S. clients directly, join Zoom calls with the team, and call the IRS and state tax agencies. You must be comfortable and clear in all of these without editing or support
• Experience resolving IRS and state/local tax notices directly with the agencies by phone, including documenting each call and its outcome
• QuickBooks Online ProAdvisor Certification (or completed within 30 days of hire), with hands-on experience running payroll in Gusto
• Resourceful with AI tools—comfortable using Claude (or similar) to accelerate analysis, draft client communications, summarize documents, and streamline repetitive workflows
• Highly responsive to CPA and client requests
• Team player who communicates openly, asks questions, and keeps teammates informed
• Self-starter able to work autonomously without constant or direct supervision
• Strong technical skills and great attention to detail

Preferred Skills

• Strong project management skills
• Superior client service abilities
• Positive attitude and willingness to take on other administrative projects as needed
• Proficient with a cloud-based work environment
• Proficient with Zoom, Google Workspace, and Microsoft Office (Word, Excel)
• Familiar with U.S. investment real estate depreciation
• Experience with Wealthbox CRM is a plus

Perks and Benefits

• HMO Coverage
• ALE Club : Accountants Leading Evolution, be part of a community of accountants within Cloudstaff that serves as a platform to connect with their colleagues
• Annual Performance Review with Salary Increase
• Become part of the Employee Share Units program
• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.
• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
• Endless opportunities for career advancement
• Exclusive partnership with the IPA to offer a professional CPD pathway
• Exclusive partnerships that offer Cloudstaff accountants additional training sessions
• Flexible leave credits which may be used for vacation, emergency, and sick leaves
• In-house psychiatrist available to support employees' well-being
• International career growth and connections
• Look forward to weekly office perks for work from office staff – Free Coffee, Meals, and Beer Fridays!
• Membership with PICPA
• Mental Wellness Employee Assistance program through Lifeworks
• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
• Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled
• Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
• Top notch workplace with first class VIP lounge and game rooms
• Unlimited cash incentives for hired referrals
• We set you up for success with a company-provided PC/Laptop and fiber internet connection