Senior Tax Associate

Remotely Philippines OPC; Tangob; Remote; PHP 1.200.000 - 1.800.000; Vollzeit

Zusammenfassung

Remotely Philippines OPC is seeking an experienced US Tax Compliance professional to prepare and review US tax returns and advise on planning strategies. You will manage client engagements, coach junior staff, and help optimize tax workflows from a remote Philippines-based team.

This full-time role operates on a night-shift schedule to serve US clients. The ideal candidate has 4–6 years of US tax experience, strong knowledge across tax returns, and proficiency with leading tax software along

Qualifikationen

• Bachelor's Degree in Accountancy, Accounting, Finance, or related field.
• CPA highly preferred.
• Minimum 4-6 years of US tax experience.
• Experience reviewing tax returns.
• Experience handling multiple client engagements.
• Public accounting or outsourced accounting experience preferred.
• Strong knowledge of U.S. taxation for Individual, Partnership, Corporate, S-Corporation and Trust, incl. multi-state tax.
• Experience with leading tax software: CCH Axcess, UltraTax CS, Lacerte, ProConnect, Drake Tax; strong Excel.
• Strong client relationship management.
• Available to work full-time on a night shift schedule.

Aufgaben

• Prepare and review federal, state, and local tax returns including Form 1040, 1065, 1120, 1120S, 1041 and multi-state filings.
• Review work prepared by junior associates.
• Ensure tax returns comply with IRS regulations and deadlines.
• Identify tax-saving opportunities and prepare projections.
• Assist clients with tax planning strategies.
• Serve as primary day-to-day contact for assigned clients.
• Coach and mentor Tax Associates; review workpapers and returns; provide training.
• Improve tax workflows and review procedures; develop standardized templates; automate where possible.

Kenntnisse

US tax knowledge

Tax software

Advanced Excel

Client management

Ausbildung

Bachelor's Degree in Accounting

CPA certification (preferred)

Tools

CCH Axcess

UltraTax CS

Lacerte

ProConnect

Drake Tax

Jobbeschreibung

Job Description

US Tax Compliance

• Prepare and review federal, state, and local tax returns including: Form 1040, Form 1065, Form 1120, Form 1120S, Form 1041 & Multi-state tax filings

• Review work prepared by junior associates.

• Ensure tax returns comply with IRS regulations and filing deadlines.

Tax Planning & Advisory

• Identify tax-saving opportunities.

• Prepare tax projections.

• Assist clients with tax planning strategies.

Client Management

• Serve as the primary day-to-day contact for assigned clients.

• Conduct tax planning meetings.

Team Leadership

• Coach and mentor Tax Associates.

• Review workpapers and tax returns.

• Provide technical training.

Process Improvement

• Improve tax workflows and review procedures.

• Develop standardized tax templates.

• Recommend process automation opportunities.

Job Requirements

• Bachelor's Degree in Accountancy, Accounting, Finance, or a related field.

• CPA is highly preferred.

• Minimum 4-6 years of US tax experience.

• Experience reviewing tax returns.

• Experience handling multiple client engagements.

• Public accounting or outsourced accounting experience preferred.

• Strong knowledge of U.S. taxation, including Individual, Partnership, Corporate, S-Corporation, and Trust tax returns, with expertise in multi-state taxation, tax research, tax planning, and IRS compliance.

• Experience with leading tax software, including CCH Axcess, UltraTax CS, Lacerte, ProConnect, and Drake Tax, as well as advanced Microsoft Excel functions.

• Strong client relationship management.

• Must be available to work full-time on a night shift schedule