Senior Tax Accountant

D&V Philippines; Philippines; Hybrid; PHP 420,000 - 660,000; Full time

Benefits offered by this job

Competitive salary with allowances

Health and wellness benefits

Vacation and sick leave credits

Yearly bonuses

Free meals on office days

Training and certifications

CPD training assistance

PRC license renewal reimbursement

Year-round employee engagement

Job summary

D&V Philippines is seeking a Tax Accountant to ensure accurate and timely completion of tasks delegated by the manager. You will communicate with US clients regarding tax readiness, bookkeeping, and tax-related documents, delivering timely updates to the management.

The role requires hybrid work with onsite attendance for monthly/quarterly meetings and as needed, with emphasis on data collection, preparation of tax workpapers, and coordination with the tax team to ensure compliance and quality

Qualifications

• Bachelor’s degree in Accounting, Finance or related field.
• 5+ years of bookkeeping/CAS experience.
• Proficient in QuickBooks with 2+ years in QuickBooks Online/Desktop.
• Experience with A/R, A/P, payroll, sales tax, journal entries, financial reporting.
• Knowledge of US tax laws, deadlines and filings.
• Experience preparing and reviewing U.S. individual, business, partnership, and corporate tax returns.
• Ability to identify tax issues and perform technical tax research.
• Experience communicating with U.S. clients regarding tax prep and documents.
• Strong bookkeeping background supporting tax return preparation.

Responsibilities

• Collect data for tax returns from clients.
• Prepare and maintain papers for all aspects of the accounting cycle.
• Review client tax information and prepare related documents.
• Assist with tax vouchers, extensions, and Tax Dome tasks.
• Back up support staff as needed.
• Ensure accuracy of payroll tax and balance sheets.

Skills

US tax knowledge

QuickBooks

Tax preparation

Accounting & bookkeeping

Client communication

Education

Bachelor’s degree in Accounting/Finance

Tools

Lacerte

Tax Dome

QuickBooks Online/Desktop

Job description

Tax Accountant ensures that work delegated by the manager is completed accurately and timely. Professional communication with internal and external clients regarding accounting, client management, tax readiness, and bookkeeping matters. Communicates the timeliness of completion of work to managers. Solution-oriented with client and firm concerns.

Work Schedule:

• 4:00am to 1:00pm Manila Time-Tuedays to Saturdays

Work Setup:

• Hybrid (Required to report onsite during monthly or quarterly team meetings and as needed for business or client requirements)

JOB RESPONSIBILITIES:

WORKPAPERS:

• Responsible for collecting numerous data for tax return from clients.
• Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and documents related to tax preparation.
• In this role, you will obtain and review each client’s tax information. You will prepare the necessary tax-related documents pertaining to income, expenditures, and other pertinent information.

ADMINISTRATION:

• Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project, assemblies, job status meetings- updating jobs in Tax Dome (Compliance), Tax Dome management, entering clients into Lacerte and client folders.
• Tax return to pull missing data report from Lacerte for individual tax return for the tax team.
• Back up for support staff as needed.

BOOKKKEEPING KNOWLEDGE TO UNDERSTAND TAX WORKPAPERS:

• Monthly client accounting/ bookkeeping projects.
• Maintaining client books as per supervisor instructions.
• Review CAS projects to ensure quality of the following documentation:
• Checking Tax Basis of Financials- Cash or Accrual
• Matching Balance Sheet to prior year tax return
• Reverse entries for AP, AR, Cash, Credit Cards and Loans
• Matching Payroll Wages and Payroll Tax to Payroll Tab
• Ensure bank and credit card accounts have been properly reconciled each month.
• Ensure auto loan accounts have been properly reconciled or adjusted properly.
• Analyze balance sheet comparisons and identify any document differences.
• Verify items under $1K are not capitalized to fixed assets.
• Present Revenue variances to Managing Partner for solution.
• Present variances in Tax Payable to Managing Partner for solution.
• Complete tax workpaper allocations on P & L.
• Customer Service and communication with Client as needed.
• Refresh and ensure accuracy of the following

Workpapers:

• U01 Revenue Tab
• C01 Cash Tab
• K01 Tab (Credit Card, Auto Loans and Tax Payable)

JOB QUALIFICATIONS:

• Bachelor Degree in Accounting, Finance or related field of study.
• Must have 5 years of recognized bookkeeping or (CAS) Client Accounting Service.
• QuickBooks Experience: Transactional accounting with QuickBooks experience, a minimum
• of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop.
• Bookkeeping Experience: Proficient in QuickBooks, ability to navigate various workflows
• including A/R, A/P, payroll, sales tax, journal entries, financial reporting, 3rd party apps
• integration, banking and credit card reconciliations.
• Knowledge of US tax laws, regulations and deadlines.
• Hands-on experience preparing and reviewing U.S. individual, business, partnership, and corporate tax returns.
• Strong experience preparing and reviewing tax workpapers, ensuring accuracy, completeness, and compliance with federal and state tax regulations.
• Ability to identify tax issues, perform technical tax research, and recommend appropriate solutions.
• Experience communicating directly with U.S. clients regarding tax return preparation, tax questions, required documentation, and filing requirements while providing exceptional client service.
• Solid accounting and bookkeeping background, including preparing and reviewing financial statements, general ledger reconciliations, and adjusting journal entries to support tax return preparation.

What D&V Philippines can offer you:

D&V Philippines is a place where you can build and grow your career because we invest in your training and development. You'll be a key player in our mission to deliver high-quality, cost-effective finance and accounting services for CFOs and professional services firms in Australia, Asia-Pacific, Europe, the United States, and the United Kingdom.

You’ll also get to enjoy these perks on top of the essential employee benefits:

• Competitive salary with non-taxable allowances
• Health and wellness benefits
• Vacation and sick leave credits
• Yearly company and employee performance bonuses
• Free meal during office days
• Parent-friendly office
• Training and certifications
• CPD Training Assistance and PRC license renewal reimbursement
• Year-round employee engagement activities