Senior Tax Associate - US Account

Remotely Philippines OPC; Tangob; On-site; PHP 1,004,000 - 1,674,000; Full time

Job summary

Remotely Philippines OPC seeks a seasoned US Tax professional to lead compliance for diverse clients, including federal, state, and multi-state filings. You will prepare and review returns, mentor junior staff, and ensure timely IRS filings.

Responsibilities include tax planning, client meetings, and process improvement to standardize workflows. A CPA and 4–6 years of US tax experience are highly valued; night-shift work is required.

Qualifications

• Bachelor's degree in accountancy, accounting, or finance.
• CPA certification is highly preferred.
• 4–6 years of US tax experience.
• Experience reviewing tax returns and managing multiple client engagements.
• Proficiency with major tax software and advanced Excel.

Responsibilities

• Prepare and review federal, state, and local tax returns.
• Review work prepared by junior associates.
• Ensure IRS compliance and deadlines.
• Lead tax team and mentor associates.
• Identify tax-saving opportunities and prepare projections.
• Improve tax workflows and templates.

Skills

US tax

Tax returns

Client management

Team leadership

Process improvement

Multi-engagements

Public accounting

Tax software

Education

Bachelor's in Accountancy

CPA preferred

Tools

CCH Axcess

UltraTax CS

Lacerte

ProConnect

Drake Tax

Excel (advanced)

Job description

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.

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