Senior US Tax & Accounting Associate

TOA Global Pty; Manila; Remote; PHP 600,000 - 1,000,000; Full time

Benefits offered by this job

Service incentive leaves

HMO & Life Insurance

Career development

Global exposure

Collaborative team

Job summary

TOA Global Pty in the Philippines seeks a Senior Tax & Accounting Associate to support a U.S.-based CPA firm. You will prepare and review U.S. tax returns, perform bookkeeping, and provide financial analysis with a high degree of independence in a remote offshore setting.

You will manage tax compliance workflows, ensure timely submissions, and communicate clearly with U.S. clients and internal stakeholders.

Qualifications

• Bachelor's degree in Accounting/Finance required.
• 3–7 years of relevant tax prep and accounting experience.
• Experience with a U.S.-based CPA firm or accounting practice preferred.
• Proficiency in U.S. tax software and QuickBooks Online required.

Responsibilities

• Prepare and review U.S. individual and business tax returns.
• Manage tax compliance workflows and deadlines.
• Perform bookkeeping and maintain general ledgers for monthly/annual closes.
• Conduct financial analysis and modeling to support client advisory needs.
• Utilize QuickBooks Online and tax software to deliver accurate results.
• Manage client engagements with minimal supervision in remote/offshore setting.
• Communicate professionally with U.S.-based clients and internal stakeholders.

Skills

Excel

English communication

Independent remote work

Client communication

Time management

Education

Bachelor's degree in Accounting/Finance

CPA licensure or progress toward

Tools

QuickBooks Online

UltraTax

CCH Axcess

Drake

ProConnect

Job description

Senior Tax & Accounting Associate

Unlock Your Potential

At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients in the accounting industry.

We are seeking a Senior Tax & Accounting Associate to join our expanding team and support a U.S.-based CPA firm or accounting practice. In this role, you will apply your technical proficiency across tax preparation, bookkeeping, and financial analysis - serving as a reliable, skilled professional capable of delivering accurate, high-quality work with a high degree of independence. If you bring precision to your practice and take pride in your craft, this is the opportunity to advance your career with a team that recognizes your contributions.

Your Impact

Tax Preparation Excellence: Prepare and review a broad range of U.S. individual and business tax returns, including Forms 1040, 1120, 1120-S, 1065, and related schedules, ensuring accuracy and full compliance with applicable federal and state regulations.

Compliance Stewardship: Manage tax compliance workflows, monitor filing deadlines, and maintain organized documentation to support timely and accurate submissions throughout the tax calendar.

Books in Order: Perform bookkeeping and accounting functions including transaction categorization, account reconciliations, and maintenance of accurate general ledgers in support of monthly and annual close processes.

Financial Insight: Conduct financial analysis and modeling tasks to support client advisory needs, including the preparation of reports, variance analyses, and projections that inform sound business decisions.

Software Proficiency: Leverage industry-leading tax and accounting platforms - including QuickBooks Online and preferred tax software such as UltraTax, CCH Axcess, Drake, or ProConnect - to deliver efficient and consistent results.

Independent Execution: Manage assigned client engagements with minimal supervision, demonstrating sound professional judgment, strong organizational discipline, and a proactive approach to identifying and resolving issues.

Client Communication: Correspond professionally with U.S.-based clients and internal stakeholders, providing clear updates, requesting necessary documentation, and maintaining a high standard of written and verbal communication.

What You Bring

Seasoned Experience: A minimum of 3 to 7 years of relevant experience in tax preparation and accounting, with demonstrated exposure to a U.S.-based CPA firm or accounting practice strongly preferred.

Tax Technical Depth: Proven proficiency in preparing U.S. individual and business tax returns across multiple entity types, with a thorough understanding of federal and state tax compliance requirements.

Platform Fluency: Strong working knowledge of QuickBooks Online; hands-on experience with U.S. tax software such as UltraTax, CCH Axcess, Drake, or ProConnect is highly preferred.

Excel Mastery: Advanced Microsoft Excel skills, including the ability to build and work with complex spreadsheets, financial models, and data analysis tools with accuracy and efficiency.

Communication Acuity: Excellent English communication skills, both written and verbal, with the ability to convey complex financial information clearly and professionally to clients and colleagues.

Autonomous Professionalism: Demonstrated ability to work independently, prioritize competing deadlines, and maintain high-quality output with minimal day-to-day supervision in a remote or offshore service environment.

Academic Foundation: A Bachelor's degree in Accounting, Finance, or a related field; CPA licensure or progress toward certification is an advantage.

Why You'll Love It Here

We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.

Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your "Me time."

Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.

Health & Security: Comprehensive HMO and Life Insurance coverage from day one.

Structured Career Development: Gain exposure to robust financial reporting frameworks and best practices, with clear pathways to advance your expertise and career within a growing organization.

Collaborative Environment: Work alongside an experienced and supportive finance team that is invested in your professional development and committed to shared success.

Global Exposure: Contribute to financial operations that support clients across multiple international markets, broadening your perspective and enhancing the depth of your professional experience.