Tax Specialist: Complex Returns & Strategic Planning

New CAS LLC; Lapu-Lapu; Remote; PHP 1,256,000 - 2,372,000; Full time

Benefits offered by this job

Full company equipment provided

15 days PTO annually

Guaranteed annual increases

Referral rewards up to $1,000

Monthly stipend (CAS Flex Perks)

Job summary

New CAS LLC is seeking detail-oriented tax professionals to manage multi-entity return preparation and reviews, provide planning memos, and guide teams through complex U.S. tax compliance. You will map prior-year work to current plans, review K-1s, depreciation, and QBI eligibility while coaching junior staff.

You will collaborate with U.S.-based teams, streamline processes, and ensure timely sign-offs with clear documentation and audit-ready workpapers.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related discipline.
• 2+ years of U.S. tax experience preparing and reviewing 1040, 1065, 1120, 1120-S.
• Strong command of U.S. federal and state tax rules; comfort with GAAP and IRS procedures.
• Tax software proficiency: ProConnect, UltraTax, Drake, Lacerte, or similar.
• Cloud-first toolkit: QuickBooks Online, Xero; strong Excel/Google Sheets skills.
• Confident written and spoken English; client-facing presence.
• Comfortable working U.S. business hours (night shift, PH-based).

Responsibilities

• Own tax preparation and review for multi-entity returns including 1040, 1065, 1120, 1120-S.
• Map client TBs and prior-year returns to this year’s work plan.
• Review K-1s, capital accounts, basis and §199A eligibility for pass-through entities.
• Prepare individual returns and related schedules.
• Ensure audit-ready workpapers and manage e-file submissions.
• Draft responses to IRS/state notices and manage follow-ups.
• Collaborate with U.S.-based teams and mentor junior staff.

Skills

U.S. tax experience

English proficiency

Mentoring junior staff

Audit-ready workpapers

Education

Bachelor's degree in Accounting, Finance, or related discipline

Tools

ProConnect

UltraTax

Drake

Lacerte

QuickBooks Online

Xero

Excel/Google Sheets

Job description

New CAS LLC is seeking detail-oriented tax professionals to manage multi-entity return preparation and reviews, provide planning memos, and guide teams through complex U.S. tax compliance. You will map prior-year work to current plans, review K-1s, depreciation, and QBI eligibility while coaching junior staff.

You will collaborate with U.S.-based teams, streamline processes, and ensure timely sign-offs with clear documentation and audit-ready workpapers.