Onsite Senior Tax Analyst | Data-Driven & Compliance Expert

Cloudstaff Philippines Inc.; Philippines; On-site; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Comprehensive health insurance

24 leave credits per year

Flexible leave usage

Career advancement

Company-provided PC/Laptop

Fiber internet connection

Weekly office perks: coffee, meals, BE

VIP lounge and game rooms

Employee Share Units program

Lifeworks Mental Wellness

Job summary

Cloudstaff Philippines Inc. is seeking a Senior Tax Analyst to join our team. You will review cost basis exceptions, run exception reports, and perform root cause analysis to resolve upstream issues.

The role requires attention to detail and solid knowledge of tax reporting and withholding processes. The successful candidate will handle ACAT transfers, tax lot instructions, and mock form validations while maintaining dashboards and reconciliations.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Minimum 5 years experience in tax, accounting, or operations.
• Strong knowledge of tax reporting and withholding processes.
• Advanced analytical and problem-solving skills.
• High attention to detail and strong accountability.
• Experience with reconciliations, data analysis, and reporting tools.
• Ability to multitask in fast-paced, deadline-driven environments.

Responsibilities

• Review and resolve cost basis exceptions across systems.
• Execute exception reports for reporting, withholding, and cost basis.
• Perform root cause analysis to resolve upstream issues.
• Process ACAT transfers and exchange cost basis information.
• Handle customer tax lot instructions and VSP processing.
• Conduct 1099 and 1042-S mock form validations.
• Maintain dashboards, metrics, and reconciliation checklists.
• Reconcile withholding amounts with vendors and internal records.

Skills

Tax accounting

Cost basis analysis

Data analysis

Reconciliations

Reporting tools

Education

Bachelor's degree in Finance/Accounting

Job description

Cloudstaff Philippines Inc. is seeking a Senior Tax Analyst to join our team. You will review cost basis exceptions, run exception reports, and perform root cause analysis to resolve upstream issues.

The role requires attention to detail and solid knowledge of tax reporting and withholding processes. The successful candidate will handle ACAT transfers, tax lot instructions, and mock form validations while maintaining dashboards and reconciliations.