Tax Associate

Jobtailor; Makati; On-site; PHP 420,000 - 720,000; Full time

Job summary

Jobtailor in Makati, Philippines is seeking a Tax Associate to prepare basic US individual tax returns (Form 1040) and business returns under senior guidance. The role emphasizes gathering documents, reconciling data, and producing workpapers with firm standards.

You will work onsite in Makati for the first year, with night shifts to align with US deadlines, collaborating with the team to meet client needs and deadlines. CPA progress is valued for advancement.

Qualifications

• Bachelor's degree in accounting or related field.
• 1-3 years in tax preparation, accounting, or related role with US exposure.
• 1040 background is a must have.
• Basic understanding of US individual and business tax concepts.
• Strong attention to detail and ability to work accurately with financial data.
• Proficiency in Microsoft Excel.
• Willingness to learn tax preparation software and firm tools.
• Good written and verbal communication skills.
• Must be dependable, organized, and able to work collaboratively in a team.
• Onsite work in Makati required for the 1st year; night shift.
• CPA license or active progress toward CPA preferred but not required.
• Experience with US public accounting firms or US clients is a bonus.
• Familiarity with UltraTax, CCH Axcess, CCH Engagement, GoFileRoom or similar platforms is a bonus.

Responsibilities

• Prepare basic US individual tax returns, including Form 1040 and schedules under senior guidance.
• Assist in preparing business tax returns (Forms 1065, 1120, 1120S).
• Gather, organize, and reconcile tax documents and financial information.
• Prepare tax workpapers, schedules, and supporting documentation per firm standards.
• Identify missing information or basic issues and escalate for review.
• Perform basic tax research and stay updated on federal/state rules as assigned.
• Maintain accurate records and complete tasks within deadlines.
• Collaborate with team members to meet tax season deadlines and client needs.

Skills

US Tax Concepts

Tax Preparation

Accounting

Financial Data Analysis

Form 1040 Expertise

Education

Bachelor's Degree in Accounting

Progress Toward CPA Certification

Tools

UltraTax

CCH Axcess

CCH Engagement

Thomson Reuters GoFileRoom

Tax Preparation Software

Job description

• Prepare basic US individual tax returns, including Form 1040 and supporting schedules, under senior team guidance
• Assist in preparing business tax returns, including Forms 1065, 1120, and 1120S
• Gather, organize, and reconcile tax documents and financial information
• Prepare tax workpapers, schedules, and supporting documentation according to firm standards
• Identify missing information, inconsistencies, or basic tax issues and escalator them for review
• Perform basic tax research and stay updated on relevant federal and state tax rules as assigned
• Maintain accurate records and complete assigned tasks within agreed timelines
• Collaborate with team members to support tax season deadlines and client service requirements

Requirements

• Bachelor's degree in Accounting, Finance, or a related field
• 1-3 years of experience in tax preparation, accounting, or a related role, preferably with exposure to US taxation
• 1040 background is a must have
• Basic understanding of US individual and business tax concepts, forms, and filing requirements
• Strong attention to detail and ability to work with financial data accurately
• Proficiency in Microsoft Excel
• Willingness to learn tax preparation software and firm tools
• Good written and verbal communication skills
• Ability to follow instructions, meet deadlines, and ask clarifying questions when needed
• Must be dependable, organized, and able to work collaboratively in a team environment
• Onsite work in Makati required for the 1st year
• Night shift required
• CPA license or active progress toward CPA certification is preferred but not required
• Experience working with US public accounting firms or US-based clients is a bonus
• Familiarity with UltraTax, CCH Axcess, CCH Engagement, Thomson Reuters GoFileRoom, or similar platforms is a bonus

Core Competencies

Demonstrates expertise in preparing US individual and business tax returns, including Forms 1040, 1065, 1120, and 1120S, while maintaining accuracy and compliance with federal and state tax regulations. Strong organizational skills and attention to detail are essential for managing tax documents and collaborating effectively within a team environment.

Highest-signal resume keywords

• US Individual Tax Preparation
• Form 1040 Expertise
• Microsoft Excel Proficiency
• Attention to Detail
• Tax Research Skills

ATS Optimization Keywords

Hard Skills

• Tax Preparation
• Accounting
• US Tax Concepts
• Financial Data Analysis
• Tax Workpapers Preparation

Soft Skills

• Good Communication Skills
• Dependability
• Organizational Skills
• Team Collaboration
• Ability to Follow Instructions

Certifications & Qualifications

• Bachelor's Degree in Accounting
• Progress Toward CPA Certification

Industry Keywords

• US Taxation
• Public Accounting
• Tax Returns
• Financial Information Reconciliation
• Client Service Requirements

Tools & Technologies

• UltraTax
• CCH Axcess
• CCH Engagement
• Thomson Reuters GoFileRoom
• Tax Preparation Software