Tax Preparer (Senior)

Dynamics ATS; Philippines; Remote; PHP 670.000 - 1.339.000; Vollzeit

Zusammenfassung

DOXA seeks a Senior Tax Preparer to independently handle complex US tax returns and support senior leadership with client advisories. You will review, prepare, and supervise tax workpapers for individuals and business entities while coordinating with clients and cross-functional teams.

Ideal candidates have 5+ years in US tax prep, CPA preferred, and strong proficiency in Tax Dome, Drake, QuickBooks Online, and Excel.

Qualifikationen

• Bachelor's degree in accounting; CPA preferred.
• 5+ years of hands-on U.S. public accounting or professional tax-preparation experience.
• Experience with complex returns: 1040, 1065, 1120-S, 1120; multi-state filings a plus.
• Proficiency with tax software and tools including Tax Dome, Drake, QuickBooks Online, MS 365; AI tools experience a plus.
• Ability to review work, coach junior preparers, and manage deadlines.

Aufgaben

• Prepare complex federal and state returns for individuals, partnerships, S-corporations, and C-corporations.
• Review staff tax preparer work for completeness and accuracy; provide clear notes.
• Research technical tax questions and document conclusions; escalate when needed.
• Coordinate with clients to resolve open items and track deadlines for filings.
• Own return workflows from document readiness through senior review and handoff.

Kenntnisse

Tax software proficiency

Excel

Client communication

Deadline management

Research ability

Coaching juniors

Ausbildung

Bachelor's degree in accounting

CPA preferred

Tools

Tax Dome

Drake

QuickBooks Online

Microsoft 365

AI tools (ChatGPT, Claude, Juno)

Jobbeschreibung

Our Company

At DOXA, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly.

What sets DOXA apart is our commitment to fostering a vibrant and supportive team culture. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you thrive both personally and professionally.

The Role:

We're seeking an experienced Senior Tax Preparer. This role is designed for someone who can independently execute complex tax-preparation assignments, spot issues soundly, and collaborate closely with the firm's tax leadership on client advice and final approvals. You'll play a key role in managing complex U.S. tax preparation, delivering review-ready returns, and supporting quality control across franchise and small-business client engagements.

Location:

Must be in The Philippines - Remote.
Environment: Philippines and International Teams.
Language: Advanced English (B2+ - C1).
Time zone: Monday to Friday - 9:00 AM - 6:00 PM Eastern Daylight Time.
Contract: Full Time

Requirements:

• Education: Bachelor's degree in accounting; CPA is preferred.
• Experience: 5+ years of hands-on U.S. public-accounting or professional tax-preparation experience, including business returns; demonstrated ability to independently prepare complex 1040, 1065, 1120-S, and/or 1120 returns and supporting workpapers; experience with multi-state filings, franchise clients, or multi-location/multi-entity businesses preferred.
• Skills: Proficiency with professional tax software, Excel, client communication, and managing concurrent deadlines; experience with Tax Dome, Drake, QuickBooks Online, Microsoft 365, and AI tools (ChatGPT, Claude, and Juno); experience with tax workflow/practice-management platforms a plus.
• Characteristics: Strong understanding of business tax returns, reconciliations, and applicable federal/state filing requirements; sound issue-spotting and research ability; able to review preparer work and resolve review comments clearly; coach junior preparers and helps improve templates and review processes.

Responsibilities:

• Prepare complex federal and state individual, partnership, S-corporation, and C-corporation returns and related workpapers.
• Review Staff Tax Preparer work for completeness, accurate reporting, and consistency with source records, providing clear review notes.
• Research technical tax questions, document conclusions, and elevate planning opportunities or unresolved issues to the Tax Manager or CPA.
• Coordinate directly with clients to resolve open items, support IRS and state notice responses, and track filing, extension, and client-deliverable deadlines.
• Own assigned return workflows from document readiness through senior review and handoff for final approval, coaching junior preparers and coordinating with bookkeeping and tax administration teams.