Senior Tax Accountant (US)

D&V Philippines; Makati; Vor Ort; PHP 600.000 - 900.000; Vollzeit

Benefits dieser Stelle

Competitive salary with non-taxable (s

Health and wellness benefits

Vacation and sick leave credits

Yearly bonuses

Free meals during office days

Parent-friendly office

Training and certifications

CPD Training Assistance and PRCLicense

Year-round employee engagement

Zusammenfassung

D&V Philippines is seeking a CPA tax accountant in Makati to prepare US tax partnership returns (Form 1065) for foreign partnerships and draft Schedules K-1 and K-3 for partners. You will also handle disclosures related to forms 8865, 926 and 8621 and work with the onshore team to prepare detailed Excel workpapers.

You will analyse client data, calculate partnership-level income, convert currencies to USD, and bridge allocations to CCH Axcess for investor reporting with necessary footnotes.

Qualifikationen

• CPA required with strong Excel skills and high attention to detail.
• Excellent organizational abilities and clear communication under pressure.
• Experience in US tax reporting for funds is preferred.

Aufgaben

• Prepare US tax partnership return Form 1065 for foreign partnerships and K-1/K-3 schedules.
• Prepare disclosures related to forms 8865, 926 and 8621.
• Analyse financial data from clients and compile into the firm’s Excel workpapers.
• Compute taxable income and allocate among partners; convert currencies to USD.
• Bridge allocations to CCH Axcess and prepare investor reporting with footnotes.

Kenntnisse

Excel proficiency

Organizational skills

Attention to detail

Communication

Ability to work under pressure

Ausbildung

CPA

Tools

CCH Axcess

Tax preparation software

Jobbeschreibung

• Preparation of US tax partnership return Form 1065 for foreign partnerships and preparation of Schedules K-1 and K-3 for partners in such partnerships.
• Preparation of disclosures on Schedules K-1 and K-3 relating to forms 8865, 926 and 8621.
• Working with the onshore team, the tax accountant will analyse the financial information provided by our firm’s end clients, identify any missing information and incorporate the data into our firm’s Excel workpaper.
• Using our firm’s workpaper template in Excel, the tax accountant’s tasks include preparation of taxable income calculations at the partnership level, allocation of taxable income between partners, preparation the partners’ tax basis capital account for the tax year, conversion of any non-USD currencies into USD, tracking the tax basis of underlying investments.
• The tax accountant would then bridge the allocations to CCH and prepare the investor reporting (Schedules K-1 and K-3) including footnotes from our database.

What will make you a great fit:

• CPA
• High level of proficiency in Microsoft Excel required.
• Excellent organization skills and attention to detail.
• Ability to work well under pressure, meet deadlines and communicate clearly with onshore team.
• Have some experience working in US tax reporting for funds
• Previous exposure to and some understanding of investment funds (e.g. Private Equity) is preferred.
• Experience with major tax preparation software.
• Ideally, experience working with CCH Axcess software is preferred.
• With big 4 experience

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