Junior Accountant

Cloudstaff; Mandaluyong; On-site; PHP 600,000 - 800,000; Full time

Benefits offered by this job

Health and life insurance

Up to 24 leave credits per year

Flexible leave credits

Career advancement opportunities

Company-provided hardware and internet

Weekly office perks

Job summary

Cloudstaff is hiring a Senior Accountant to manage financial operations for clients in Metro Manila, Philippines. This role entails bookkeeping, payroll, and tax preparation, requiring a minimum of 5 years' experience in a Certified Public Accounting firm and a Bachelor’s degree in accounting. Preferred candidates will hold QuickBooks Online ProAdvisor Certification and be proficient in AI tools. The position offers various perks and a pleasant work environment in the office.

Qualifications

• Minimum 5 years of experience performing bank reconciliations, account analysis, payroll, and issuing financial reports.
• QuickBooks Online ProAdvisor Certification (or complete within 30 days of hire).
• Hands-on experience running payroll and preparing returns.

Responsibilities

• Managing financial operations for multiple clients.
• Preparing financial statements and delivering them on time.
• Communicating with the CPA to understand client needs.

Skills

Bank reconciliations

Payroll

Client communication

Accounting principles (GAAP)

Project management

QuickBooks Online

AI tools

Attention to detail

Education

Bachelor’s degree in accounting or a related field

Tools

QuickBooks Online

CCH Axcess Tax

Gusto

Job description

Senior Accountant (Tax & Client Accounting)

We are looking for a Senior Accountant (Tax & Client Accounting) to join our team at Cloudstaff. This role involves managing financial operations for multiple clients, including bookkeeping, payroll, and tax preparation, while leveraging modern tools and technology to deliver efficient, high‑quality results.

Work Arrangement

Work from Office

Location

Philippines – Ortigas, Makati, Angeles, Mabalacat, Cebu, Davao, Bacolod

Schedule

Night Shift

Job Description

You will play a key role in managing financial operations for multiple clients, including bookkeeping, payroll, and tax preparation. You will work closely with a CPA and contribute to a growing firm.

To Be Considered

Please add a one‑paragraph description at the top of your resume or include a cover letter explaining why you would be a strong fit for this role.

Qualifications and Requirements

• Minimum 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 a related field
• Solid understanding of accounting principles (GAAP)
• QuickBooks Online ProAdvisor Certification (or complete within 30 days of hire), with hands‑on experience running payroll in Gusto
• Hands‑on experience preparing returns in CCH Axcess Tax (Pro)
• 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
• Self‑starter able to work autonomously without constant supervision
• Strong technical skills and great attention to detail

Preferred Skills

• U.S. tax experience (individual and business returns)
• Strong verbal and written communication skills
• Strong interpersonal skills and not afraid to ask questions
• Strong project management skills
• Superior client service abilities
• Team player with a positive attitude who takes on other administrative projects as needed
• Proficient with a cloud‑based work environment (Zoom, Google Workspace, Microsoft Office)
• Familiar with U.S. investment real‑estate depreciation
• Experience with Wealthbox CRM is a plus

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 delivering 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 with the CPA to understand and serve client needs
• Creating and tracking client invoicing when appropriate
• Leveraging AI tools (e.g., Claude) to accelerate analysis, document review, and client‑facing drafts

Key Performance Indicators

• Timely Financial Statements (20%)
• 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 (20%)
• Respond to requests as quickly as possible, no later than 4 hours (or within first hour after weekend)
• Managing Information Process (30%)
• Follow Wealthbox workflow
• Wealthbox task completion rate evaluated weekly
• Ensure documents and tax projections are filed immediately with CFP
• Send client kickoff emails and update questionnaires
• Use last year’s return as a baseline for tax projections or preparation
• Weekly audit of each client file during tax season and email missing information, cc’ing team members
• Reliability (15%)
• Work hours 8:00 AM–4:00 PM PST
• Provide 1 week advance notice for schedule changes
• Provide 2 weeks advance notice for PTO
• Quarterly Estimate Reminders (10%)
• Send tax reminders at the start of each quarter
• Confirm with outside providers on quarterly payments for designated clients
• Assistance with Tax Projections (10%)
• Upload all 1040s to HolisticPlan
• Review year‑end business returns
• Estimate yearly revenue change
• Enter data in CCH Axcess Pro for personal tax clients with accuracy
• IRS and State/Local Correspondence
• Prioritize follow‑up with IRS and state/local tax agencies to alleviate uncertainty
• Billing & Collections
• Send invoices to clients, collect tax payments, and update billing for automation

Non‑negotiable Skills & Requirements

• Minimum 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 a related field
• Solid understanding of accounting principles (GAAP)

Perks & Benefits (Work From Office/Hybrid)

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent
• Up to 24 leave credits per year
• Flexible leave credits which may be used for vacation, emergency and sick leaves
• Mid‑Year parties with prizes
• Opportunities for career advancement
• Company‑provided PC/Laptop and fiber internet connection
• Weekly office perks (free coffee, meals, beer Fridays)
• VIP lounge, game rooms, and child‑friendly spaces
• Employee share units program
• Mental wellness employee assistance program
• Unlimited cash incentives for referrals