Senior US Tax Preparer & Project Lead (PH-based)

Keystone Bookkeepers; Manila; On-site; PHP 600,000 - 800,000; Full time

Job summary

Keystone Bookkeepers in the Philippines seeks an experienced Tax Preparer / Project Manager to own the pre-tax preparation process for U.S. clients. You will review incoming tax documents, organize client files, prepare workpapers, and enter data into CCH Axcess Tax, ensuring readiness for U.S.

CPA review. You will coordinate with PH-based bookkeepers, manage fixed assets and depreciation schedules, and uphold tax workpaper standards.

Qualifications

• 5+ years of U.S. tax preparation experience.
• CPA license highly prioritized (not required).
• Strong understanding of financial statements and reconciliations.
• Familiarity with tax workpaper structure and documentation standards.
• Experience with fixed asset accounting and depreciation schedules.

Responsibilities

• Own the pre-tax preparation process and review incoming tax documents.
• Organize client files and prepare tax workpapers for U.S. CPA review.
• Enter data into CCH Axcess Tax and coordinate with PH-based bookkeepers.
• Manage fixed assets and depreciation schedules; ensure schedules are complete.
• Uphold documentation standards and readiness for audit review.

Skills

US tax preparation

Financial statements

Reconciliations

Tax workpapers

Education

CPA license (preferred)

Tools

CCH Axcess Tax

CCH Fixed Assets

SmartVault

Karbon

QuickBooks Online

Job description

Keystone Bookkeepers in the Philippines seeks an experienced Tax Preparer / Project Manager to own the pre-tax preparation process for U.S. clients. You will review incoming tax documents, organize client files, prepare workpapers, and enter data into CCH Axcess Tax, ensuring readiness for U.S.

CPA review. You will coordinate with PH-based bookkeepers, manage fixed assets and depreciation schedules, and uphold tax workpaper standards.