Senior Tax Associate

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

Benefits offered by this job

HMO coverage from Day 1

Life and health insurance

Hybrid work arrangement

Performance bonuses

Company-provided laptop

Job summary

D&V Philippines is seeking a detail-oriented tax professional to support U.S. individual and business tax returns. The role entails collecting data, preparing tax-related documents, and maintaining accounting workpapers in a collaborative environment.

Hybrid work setup requires monthly onsite meetings at our Makati office, with ongoing collaboration with the CPA team to ensure timely and accurate filings. Relevant tax software experience is essential.

Qualifications

• Hands-on experience preparing and reviewing U.S. individual, business, partnership, and corporate tax returns.
• Strong experience preparing and reviewing tax workpapers, ensuring accuracy and compliance.
• Ability to identify tax issues, perform technical tax research, and recommend solutions.
• Experience communicating with U.S. clients regarding tax return prep and documentation.

Responsibilities

• Collect data for tax returns from clients and review for accuracy.
• Prepare, process, and maintain tax-related paperwork and accounting cycle documents.
• Review clients’ tax information and prepare necessary tax-related documents.

Skills

Tax preparation

Client communication

Analytical skills

Independent work

Education

Bachelor's degree in Accounting

Tools

Lacerte

Tax Dome

QuickBooks

Job description

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

Work Schedule:

• 4:00 AM to 1:00 PM Manila Time—Tuesdays 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:

• 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.

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:

• 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.
• Proficiency with accounting software and tax preparation software, with the ability to efficiently manage multiple client engagements and deadlines.
• Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
• Ability to work independently while collaborating effectively with CPAs and other team members in a fast-paced public accounting environment.

What D&V Philippines can offer you:

Join D&V Philippines, a Fortune 100 Best Company to Work For™ in Southeast Asia and a Great Place To Work® Certified company that champions global exposure, career growth, and work-life balance.

As a finance and accounting (F&A) global capability partner, D&V Philippines gives you the opportunity to deliver premium F&A solutions to CFOs and professional services firms across Australia, the USA, Europe, and other parts of the world.

On top of essential benefits, you’ll also enjoy these perks:

• Competitive salary with non-taxable allowances
• HMO coverage from Day 1
• Life and health insurance with medical allowance
• 30 paid leave credits annually (credited monthly, inclusive of vacation and sick leave) with leave credit cash conversion, depending on eligibility.
• Annual company and employee performance bonuses
• Hybrid work arrangement to support your work-life balance goals
• Modern, parent-friendly office at One Ayala, Makati, conveniently connected to major transport hubs, dining options, and malls
• Free meal during office days
• Company-provided laptop and equipment
• CPD Training Assistance and PRC license renewal reimbursement
• Training, mentorship, and certification opportunities
• Year-round employee engagement activities for wellness and team building

Note: Due to the volume of applications we receive, only shortlisted candidates will be contacted for the next steps. All applications will be kept in our talent pool and may be considered for future opportunities that align with the candidate’s qualifications and experience.