Senior Tax Associate (US)

D&V Philippines; Makati; Hybrid; PHP 900,000 - 1,200,000; Full time

Benefits offered by this job

Competitive salary with allowances

Health and wellness benefits

Vacation and sick leave credits

Yearly bonuses

Free meal during office days

Parent-friendly office

Training and certifications

CPD Training Assistance

Job summary

D&V Philippines is seeking a Senior Tax Associate to ensure timely, accurate completion of tax-related work while maintaining strong client relationships. This role emphasizes collaboration with Managers, data gathering, and compliant tax documentation within a hybrid Manila-based setup.

You will manage bookkeeping tasks, coordinate with tax teams, and support accuracy of monthly workpapers, billing, and client communications. A strong background in US tax and QuickBooks is essential.

Qualifications

• Bachelor Degree in Accounting, Finance or related field of study.
• Must have 5 years of recognized bookkeeping or CAS experience.
• QuickBooks experience: QB Online or Desktop (2+ years).
• Proficient in QuickBooks, A/R, A/P, payroll, tax, and financial reporting.

Responsibilities

• Collect data for tax returns from clients.
• Prepare and maintain paperwork for all accounting cycle aspects.
• Review each client’s tax information and prepare tax documents.
• Assist with projects like tax vouchers, extensions, and client folders.
• Back up support staff as needed.
• Ensure accuracy of workpapers (Revenue, Cash, Tax Payable).
• Communicate progress to Managers and clients.

Skills

Tax knowledge

Communication

Client management

Attention to detail

Education

Bachelor Degree in Accounting/Finance

Tools

QuickBooks Online

QuickBooks Desktop

Lacerte

Tax Dome

Job description

Senior Tax Associate 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:

• 4:00am to 1:00pm Manila Time—Mondays to Fridays

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), TaxDome 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.

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