Remote US Tax Admin Specialist

ConnectOS; Philippines; Remote; PHP 279,000 - 446,000; Full time

Benefits offered by this job

WFH

Medical Insurance

Dental Insurance

Life Insurance

Vacation & Sick Leave

Salary Review

Financial Assistance

13th Month Pay

Company Events

Career Growth

Job summary

ConnectOS in the Philippines is seeking a US Tax Administrative Assistant for US Financial Advisory, working from home with a Tue-Sat schedule (2:00 AM to 11:00 AM PHT).

You will manage client documents, onboarding, data entry into our practice management software, and support tax deadline workflows, requiring strong organization, communication, and reliability. Responsibilities include client portal access, tax dome management, and HR onboarding support as needed.

Qualifications

• Bachelor's degree in Accounting, Finance or related field.
• Excellent organizational and time management skills.
• High attention to detail and communication skills.

Responsibilities

• Client job and document management and portal handling.
• New client onboarding and setup in firm systems (Client numbers, Outlook, QuickBooks, Lacerte).
• Research client and gather business information.
• Obtain and update documents (SOI, licenses, EIN, etc.).
• Add new entities to client software and tax dome; communicate with clients as needed.
• Assemble and e-file tax returns once signatures/payments are complete; monitor e-file status.

Skills

Organizational skills

Attention to detail

Written and verbal communication

Time management

Education

Bachelor's degree in Accounting or Finance

Job description

ConnectOS in the Philippines is seeking a US Tax Administrative Assistant for US Financial Advisory, working from home with a Tue-Sat schedule (2:00 AM to 11:00 AM PHT).

You will manage client documents, onboarding, data entry into our practice management software, and support tax deadline workflows, requiring strong organization, communication, and reliability. Responsibilities include client portal access, tax dome management, and HR onboarding support as needed.