Tax Admin

Sorren Philippines, Inc.; Makati; On-site; PHP 335,000 - 513,000; Full time

Benefits offered by this job

Laptop provided

Internet stipend quarterly

Paid time off

Job summary

Sorren Philippines, Inc. is seeking a Tax Admin to streamline tax workflows and support offices in the Philippines with US time-zone overlap. Responsibilities include document intake, engagement letters, and batch mailing, along with assisting with tax return preparation and e-filing.

You will collaborate with the tax operations manager, ensure timely communications with clients, and maintain organization across multiple offices. PH mid-shift/night hours and competitive benefits are offered.

Qualifications

• Several years of experience in administrative support roles or office management.
• Excellent written and verbal communication skills.
• Highly organized and detail-oriented.
• Professional appearance and demeanor.
• High level of aptitude in all Microsoft Office projects.

Responsibilities

• Works with tax operations manager to ensure tasks are getting done daily.
• Serves as overflow for other tax admins at other offices and helps keep communication between other offices open.
• Helps with the intake process by scanning as needed, downloading documents, moving documents to correct folders, ensuring a signed engagement letter is received and if not sending one to the client to obtain signature and initiating tasks.
• Will also upload documents to SurePrep.
• Batch send out entity and individual engagement letters through SafeSend after tax department head finalizes and with direction from the tax operation manager.
• Batch send out individual organizers through SafeSend in December with direction from the tax operation manager.
• Assemble tax returns for the Meridian office, help with overflow from other offices.
• Communicate deadlines with clients to ensure signatures are obtained in a timely manner.
• E-file and extend returns, monitor for rejections, update task’s due dates and complete task when accepted.
• Review shelves with clients documents and make sure they are returned to the client.
• Prepare mailings as needed.
• Generate reports for statutory due dates for returns that need extending and send to project managers.
• Roll forward returns as needed to extend or upload to SurePrep.
• Help maintain taxadmin email box to make sure it is being cleared out daily.
• Communicate with clients and be a resource for them when they have questions, specifically with SafeSend.

Skills

Excellent communication

Organizational skills

Detail-oriented

Professional demeanor

Microsoft Office proficiency

Education

Tax/accounting knowledge preferred

Tools

Microsoft Office

Job description

At Sorren Philippines, Inc., we exist to improve the lives of our people, our clients and our communities by helping them thrive. Our culture stems from our camaraderie, community interests and ongoing professional development. We are constantly looking for ways to challenge the status quo and welcome those with a pioneering mindset to help shape our company’s future.The tax admin position plays a key role in streamlining our tax workflow as a link between various departments, employees and clients. This role works partial/full overlap with U.S. hours (PH mid-shift/night shift).Tax Admin Duties and Responsibilities:Works with tax operations manager to ensure tasks are getting done daily.Serves as overflow for other tax admins at other offices and helps keep communication between other offices open.Helps with the intake process by scanning as needed, downloading documents, moving documents to correct folders, ensuring a signed engagement letter is received and if not sending one to the client to obtain signature and initiating tasks. Will also upload documents to SurePrep.Batch send out entity and individual engagement letters through SafeSend after tax department head finalizes and with direction from the tax operation manager. To be sent out in November.Batch send out individual organizers through SafeSend in December with direction from the tax operation manager.Assemble tax returns for the Meridian office, help with overflow from other offices.Communicate deadlines with clients to ensure signatures are obtained in a timely manner.E-file and extend returns, monitor for rejections, update task’s due dates and complete task when accepted.Review shelves with clients documents and make sure they are returned to the client.Prepare mailings as needed.Generate reports for statutory due dates for returns that need extending and send to project managers.Roll forward returns as needed to extend or upload to SurePrep.Help maintain taxadmin email box to make sure it is being cleared out daily.Communicate with clients and be a resource for them when they have questions, specifically with SafeSend.Tax Administrative Qualifications:Several years of experience in administrative support roles or office managementExcellent written and verbal communication skillsHighly organized and detail-orientedProfessional appearance and demeanorHigh level of aptitude in all Microsoft Office projectsHigh level of comfort with technology and software applicationsSome tax/accounting knowledge is preferred.Why Choose Sorren?At Sorren, we’re invested in your growth and committed to helping you build a rewarding career. We take pride in our culture of excellence — where hard work is recognized, teamwork thrives, and flexibility allows you to balance your personal life and professional ambitions.What We OfferCompetitive PayCompany-Provided LaptopQuarterly Internet Stipend15–20 Days of Paid Time Off + Paid HolidaysHoliday Break (December 24 – January 1)Comprehensive HMO Coverage for You + Up to 2 FREE DependentsLearning and Growth Opportunities with a clear career path and mentorshipPromotion to Regular Employment