Tax and Accounting Manager

OttoMate; Philippines; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

OttoMate in the Philippines seeks a seasoned U.S. Tax & Accounting Manager to oversee recurring accounting and tax services for U.S.-based small businesses and their owners.

This role involves supervising two Senior Accountants, managing client projects and deadlines, reviewing financial and tax work, and collaborating closely with the firm owner on tax planning and complex matters. The ideal candidate brings strong U.S.

Qualifications

• 7–10+ years of accounting and tax experience, with strong U.S. tax knowledge.
• Experience supervising staff, managing projects, and meeting deadlines.
• Hands-on experience with QuickBooks Online and SMB accounting fundamentals.
• Understanding of U.S. tax filings (1040, 1120-S, 1065, 1041) and year-round planning workflows.
• Excellent written/spoken English and client-facing communication skills.
• Strong organizational skills and ability to manage multiple deadlines.

Responsibilities

• Oversee recurring accounting and tax engagements for U.S.-based SMB clients.
• Supervise two Senior Accountants, provide feedback and coaching.
• Review monthly/quarterly financial statements and reconciliations.
• Review U.S. federal tax returns (1040, 1120-S, 1065, 1041) and estimates.
• Coordinate Q4 tax planning (Oct 15–Dec 15) and present findings.
• Maintain organized client communications and workflow using Canopy.
• Develop client relationships and progressively take on direct client work.
• Improve internal templates, checklists, and processes for efficiency.

Skills

Leadership

Client communication

Project management

Attention to detail

English proficiency

Tools

QuickBooks Online

Canopy

CCH Axcess Tax

Job description

U.S. Tax & Accounting Manager

About the Role

We are seeking an experienced U.S. Tax & Accounting Manager to oversee recurring accounting and tax services for a portfolio of U.S.-based small businesses and their owners. This role involves supervising two Senior Accountants, managing client projects and deadlines, reviewing financial and tax work, and collaborating closely with the firm owner on tax planning and complex matters.

The ideal candidate brings strong U.S. tax expertise, small-business accounting knowledge, leadership experience, and excellent organizational skills. Success in this role requires delivering accurate, efficient, and reliable services while taking ownership of projects, supporting team development, and building trusted client relationships.

This is a long-term opportunity within a growing, modern accounting firm that values initiative, accountability, continuous improvement, constructive feedback, and professional growth.

Responsibilities

• Managing a portfolio of U.S.-based small-business clients, overseeing recurring accounting and tax engagements, maintaining project calendars, and ensuring all tax, planning, and service delivery deadlines are met.
• Supervising two Senior Accountants by reviewing their work, providing constructive feedback and coaching, verifying corrections, and supporting their professional development.
• Reviewing monthly and quarterly financial statements, bookkeeping records, and reconciliations to ensure accuracy, completeness, consistency, and reasonableness, including bank, credit card, loan, payroll, owner, fixed-asset, and other relevant transactions.
• Reviewing and assisting with U.S. federal tax returns, including Forms 1040, 1120-S, 1065, and selected 1041 returns, while overseeing year-round preliminary tax assessments and maintaining documented estimates of potential tax obligations based on available financial information and applicable firm-provided assumptions.
• Coordinating the October 15–December 15 Q4 tax-planning process, identifying potential tax issues and planning opportunities, and presenting well-researched findings, analysis, questions, and recommended next steps to the firm owner.
• Maintaining organized client communications, outstanding questions, email correspondence, follow-ups, and workflow tasks using Canopy and supplemental tracking tools as needed, while resolving routine matters and escalating material or time-sensitive issues appropriately.
• Developing trusted client relationships by preparing clear professional communications, gradually assuming direct client interaction, and taking increasing ownership of client engagements.
• Improving internal processes, templates, checklists, and workflows to strengthen efficiency, accuracy, accountability, and service quality while actively giving and receiving constructive feedback.

Requirements

• Have approximately 7–10+ years of relevant accounting and tax experience, preferably closer to 10 years, including substantial experience with U.S. taxation.
• Demonstrate proven experience supervising accounting staff, reviewing financial and tax work, managing projects, and consistently meeting deadlines.
• Possess strong small-business accounting fundamentals, including cash-basis accounting, financial statement review, reconciliations, and meaningful hands-on experience with QuickBooks Online.
• Understand U.S. tax preparation and review processes, particularly Forms 1040, 1120-S, 1065, and selected 1041 returns, along with year-round tax monitoring and planning workflows.
• Communicate effectively in spoken and written English, with the confidence to participate in video meetings, collaborate with the firm owner, and eventually communicate directly with U.S.-based clients.
• Demonstrate excellent organizational skills, including email and inbox management, task prioritization, project tracking, follow-through, and the ability to manage multiple deadlines independently.
• Possess strong computer proficiency, efficient typing skills, spreadsheet capabilities, file management skills, and the ability to learn new software and systems quickly.
• Exhibit strong ownership, initiative, sound judgment, attention to detail, efficiency, coachability, and a commitment to quality, teamwork, and continuous professional improvement.

Nice to Have

• Hold a QuickBooks certification.
• Possess experience using CCH Axcess Tax, which is considered a significant advantage.
• Have familiarity or experience with Canopy practice management software.