Senior Tax Associate (US)

D&V Philippines; Makati; Hybrid; PHP 3,822,000 - 5,732,000; Full time

Benefits offered by this job

Competitive salary with non-taxable/tu

Health and wellness benefits

Vacation and sick leave credits

Yearly performance bonuses

Free meals during office days

Parent-friendly office

Training and certifications

CPD training assistance & PRC renewal

Year-round employee engagement

Job summary

D&V Philippines is seeking a Senior Tax Associate (US) to join our hybrid Manila team. You’ll prepare Form 1065 for foreign partnerships and the related K-1/K-3 disclosures, analyze client data, and input into our Excel workpapers. You’ll bridge allocations to CCH Axcess and compile investor reporting with accurate footnotes for partnerships.

The role requires CPA with strong Excel, attention to detail, and the ability to coordinate with onshore staff. US tax exposure for funds is preferred.

Qualifications

• CPA with high proficiency in Microsoft Excel
• Excellent organization skills and attention to detail
• Ability to work under pressure, meet deadlines and communicate clearly with onshore team
• Experience with US tax reporting for funds (e.g. Citco in Manila)

Responsibilities

• Prepare US tax partnership return Form 1065 for foreign partnerships and prepare Schedules K-1 and K-3 for partners
• Prepare disclosures on Schedules K-1 and K-3 for forms 8865, 926 and 8621
• Analyze financial information and input into Excel workpapers
• Prepare taxable income calculations at partnership level and allocate income to partners
• Convert non-USD currencies to USD and track tax basis of investments
• Bridge allocations to CCH and prepare investor reporting (K-1/K-3) with footnotes

Skills

Excel proficiency

Organization & attention to detail

Communication with onshore team

US tax reporting experience

Education

CPA

Tools

CCH Axcess

Job description

What You’ll Be Doing

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.

Job Title

Senior Tax Associate (US)

Work Setup & Schedule

Hybrid

Monday to Friday

12:00 NN to 9:00 PM

What You’ll Be Doing

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.

Non- Negotiable Qualifications

What will make you a great fit:

• Qualified 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 (possibly with a firm like Citco in Manila)

Preferred Qualifications

• 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 (SGV Preferred

What D&V Philippines can offer you:

D&V Philippines is a place where you can build and grow yourcareer because we invest in your training and development. You’llbe a key player in our mission to deliver high-quality, cost-effectivefinance and accounting services for CFOs and professionalservices 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 essentialemployee 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

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.