Senior US Tax Associate — Funds & 1065 Expertise (Hybrid)

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

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.