Tax Preparer (Staff)

Dynamics ATS; Philippines; Remote; PHP 300,000 - 550,000; Full time

Job summary

DOXA in The Philippines is seeking a detail-oriented Staff Tax Preparer to handle U.S. individual and business returns from source documents, ensuring accuracy and timely deadlines. You will maintain well-supported client files and assist senior staff as needed.

Requirements include 1–3 years of U.S. tax preparation experience in a CPA firm, a Bachelor's in accounting, proficiency with Excel and tax software (Tax Dome, Drake, QuickBooks Online, Microsoft 365), and strong English communication.

Qualifications

• Bachelor's degree in accounting or related field.
• 1-3 years of U.S. tax preparation experience in a CPA firm or similar.
• Experience with Form 1040, 1065, 1120-S, 1120 and state returns preferred.
• Proficient with Excel and tax software; knowledge of QuickBooks Online and AI tools.

Responsibilities

• Prepare federal and state individual and business returns using client records and workpapers.
• Review financial statements and schedules for completeness, requesting missing items.
• Reconcile workpapers to client books and prepare supporting schedules.
• Research routine tax questions and document findings for senior staff.
• Submit organized, review-ready files with clear documentation.

Skills

Attention to detail

English communication

Time management

Client confidentiality

Advanced Excel

Education

Bachelor's degree in accounting

Tools

Excel

Tax Dome

Drake

QuickBooks Online

Microsoft 365

ChatGPT

Claude

Juno

Job description

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 a detail-oriented Staff Tax Preparer. This role is designed for a developing public-accounting tax professional who can work from source documents, clear review points, and meet recurring tax deadlines.
You'll play a key role in preparing U.S. individual and business tax returns for review and helping maintain accurate, well-supported client files.

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 or any related field.
• Experience: 1-3 years of hands-on U.S. tax preparation experience in a CPA firm or comparable tax practice; experience preparing Forms 1040, 1065, 1120-S, or 1120 and related state returns preferred; experience with franchise or multi-location businesses a plus.
• Skills: Ability to read individual and business tax source documents and prepare accurate supporting workpapers; working knowledge of U.S. federal tax return preparation, including small-business returns; good Excel skills; experience with professional tax software and QuickBooks Online or similar bookkeeping systems preferred; experience with Tax Dome, Drake, QuickBooks Online, Microsoft 365, and AI tools (ChatGPT, Claude, and Juno).
• Characteristics: Strong attention to detail and ability to manage multiple assignments and tax deadlines; clear written and verbal English communication; commitment to client confidentiality; resolves review comments promptly and maintains current knowledge of tax-preparation procedures.

Responsibilities:

• Prepare federal and applicable state individual and business income tax returns using client records, tax workpapers, and firm software.
• Review client-provided financial statements, tax returns, K-1s, and supporting schedules for completeness, requesting missing items through established channels.
• Reconcile tax workpapers to client books, prepare supporting schedules, and identify items requiring adjustments or senior review.
• Perform initial research on routine tax questions and document findings for the senior preparer or tax manager, escalating complex issues to senior staff.
• Submit organized, review-ready files with clear supporting documentation, coordinating with bookkeepers and tax administrators to resolve reconciliation questions and missing documents.