Tax Administrative Assistant (US)

D&V Philippines Outsourcing, Inc.; Makati; Hybrid; PHP 279,000 - 502,000; Full time

Benefits offered by this job

Competitive salary with non-taxable<br

Health and wellness benefits

Vacation and sick leave credits

Yearly performance bonuses

Free meals

Parent-friendly office

Training and certifications

CPD training assistance

Engagement activities

Job summary

D&V Philippines Outsourcing, Inc. is seeking a Tax Administrative Assistant (US) to support client onboarding, document management, and tax filing workflows in a hybrid setup based in Metro Manila.

The role requires coordinating with clients and tax preparers, managing portals, and ensuring timely completion of tasks across Tax Dome and Lacerte. The ideal candidate will have a bachelor's degree in accounting or finance, strong organizational skills, attention to detail, and proficient in Office

Qualifications

• Bachelor’s degree in Accounting, Finance or related field.
• High level of organization and time management skills.
• Proficient in Office products: Word, Excel and Outlook.

Responsibilities

• Manage client job and document workflow, including portal uploads/downloads and filing.
• Onboard new clients: send welcome email, assign tax IDs, and portal setup.
• Prepare and file tax returns via e-file once ready.
• Track tasks in Tax Dome dashboard and coordinate with teams.
• Back up for support staff as needed.

Skills

Project Management

Administrative experience

Time management

Attention to detail

Communication skills

Self-discipline

Problem-solving

Education

Bachelor’s Degree in Accounting, Finance or related field

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Job Title

• Tax Administrative Assistant (US)

Work Setup & Schedule

• Hybrid

• Tuesday to Saturday

• 2:00 AM to 11:00 AM

What you’ll be doing

• Client Job and Document Management - Client Portal uploading and downloading, documents received via email, filing and organizing documents within client folders, email notifications to clients & tax preparer as needed.

• New Client Onboarding - Send Welcome E-mail, assign Lacerte Tax ID number, Set-up client Portal login. Email invite to client for portal access. Set-up New Client in firm files: Client number, Add to Outlook database, Create File Folder, Add client to Firm QuickBooks, Add client to Lacerte if we have complete information. Email client the New Client Forms, Track client response, follow up if not received in a timely manner. Track all assigned tasks in tax dome status dashboard and complete assigned tasks. Status of Client and comments on the action being taken (tax dome for tracking purpose) Research client and get all business information. Research client and get all business information:

  • Statement of Information (Annual Project as well)

  • Business License from the state

  • SOS#

  • EIN

  • DOB

  • SSN

• Add new entities to our client software, send engagement letter, assign Lacerte number, set up folders and file shortcuts, and add tag for group name in tax dome. Customer Service/Communicating with Client as needed.

• Assembly - Client Tax Return Assembly and send to Client (Follow up with Client if not received in a timely manner).

• E-file the return when signatures and payment is received - Documenting all in Practice Management software’s. Monitor E-file status and place in client’s folder. Contacting client if E-file requires more documentation such as 1095 form or dependent information.

• Manage and Track Office Tools outlook inbox for tax dome management request and follow up reminder to the different departments.

• Assist with miscellaneous projects such as tax vouchers, extensions. annual engagement letters, updating jobs and client information in Tax Dome, Tax Dome management, entering clients into Lacerte and client folders.

• Back up for support staff as needed.

What will make you a great fit

• Technical Requirements

  • Bachelor’s Degree in Accounting, Finance or related field of study.

  • Extremely high level of organizational and time management skills

  • High attention to detail

  • Strong written and verbal communication skills

  • Proficient in Office products, Word, Excel and Outlook.

  • 1 year of Project Management experience 3-5+ years administrative experience

  • Solution-oriented; problem-solver.

  • Self-Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal supervision.

  • Problem-solving and critical thinking skills required.

  • Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients.

  • Internet Connection Requirements: Must have internet connection.

• Personal Requirements

  • Solution-oriented; problem-solver.

  • Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices.

  • Willingness to follow established policies and procedures.

• Physical Requirements

  • While performing the responsibilities of the job, the employee is required to exchange accurate information, detect/identify documents and the information contained in them, be able to move about office, use a computer

What D&V Philippines can offer you

D&V Philippines is a place where you can build and grow yourcareer because we invest in your training and development. You’ll be a key player in our mission to deliver high-quality, cost-effective finance and accounting services for CFOs and professional services firms in Australia, Asia-Pacific, Europe, the United States,and the United Kingdom.

You’ll also get to enjoy these perks on top of the essential employee benefits:

• Competitive salary with non-taxable allowances

• Health and wellness benefits

• Vacation and sick leave credits

• Yearly company and employee performance bonuses

• Free meal during office days

• Parent-friendly office

• Training and certifications

• CPD Training Assistance and PRC license renewal reimbursement

• Year-round employee engagement activities
  

Note: Due to the volume of applications we receive, only shortlisted candidates will be contacted for the next steps. All applications will be kept in our talent pool and may be considered for future opportunities that align with the candidate’s qualifications and experience.