US Tax Accountant

Peter Holtz CPA; Bulacan; On-site; PHP 400,000 - 600,000; Full time

Job summary

A local accounting firm in the Philippines is seeking a Tax Technician responsible for preparing accurate federal and state tax filings for clients. The ideal candidate will have a Bachelor's degree in Accounting, 1-2 years of experience, and proficiency in tax software. Strong communication and analytical skills are essential for this role and the opportunity for growth and development within the firm is available.

Qualifications

• 1–2 years’ experience in an accounting firm with solid accounting and tax knowledge.
• Flexibility to work extended hours during peak tax seasons to meet client deadlines.
• Interest in growing within the firm and developing long-term client relationships.

Responsibilities

• Prepare and file individual and business federal and state tax returns.
• Analyze financial statements to ensure accuracy before tax preparation.
• Interpret current IRS codes and apply state tax laws to client cases.

Skills

Tax preparation

Analytical skills

Client communication

Customer service

Problem-solving

Education

Bachelor’s degree in Accounting

Tools

Drake Tax Software

Xero

QuickBooks

Job description

Job Summary

The Tax Technician is responsible for preparing accurate and timely federal and state tax filings for individuals and business clients. This role requires strong attention to detail, a deep understanding of tax laws, and the ability to work collaboratively within a fast-paced environment. The ideal candidate will demonstrate technical proficiency, clear communication skills, and a proactive approach to client service.

Duties and Responsibilities

• Accurately prepare and file individual and business federal and state tax returns in compliance with applicable US laws and deadlines.
• Analyze financial statements, reports, and supporting documents to ensure accuracy, completeness, and consistency prior to tax preparation.
• Interpret and apply current IRS codes and state‑specific tax laws to client cases, ensuring full compliance and minimizing the risk of audits or penalties.
• Identify available deductions, credits, and tax‑saving strategies for clients while maintaining legal and ethical standards.
• Clearly explain complex tax concepts, filing outcomes, and planning strategies to clients in a professional and accessible manner.
• Remain up to date on changes in federal and state tax legislation, adapting to new procedures, technologies, and best practices as necessary.
• Work collaboratively with other tax professionals, accountants, and departments to ensure accurate filings and deliver high‑quality client service.

Position Qualifications

• Bachelor’s degree in Accounting; CPA or active pursuit of CPA certification is highly preferred.
• 1–2 years’ experience in an accounting firm with solid accounting and tax knowledge
• Proficient in Drake Tax Software, with additional experience in other tax research tools considered an advantage.
• Experience preparing multi‑state returns and managing complex client portfolios.
• Strong written and verbal communication skills with an ability to present financial information clearly to non‑technical audiences.
• Flexibility to work extended hours during peak tax seasons to meet client and filing deadlines.
• Interest in growing within the firm and developing long‑term client relationships.
• Proficient with Xero, Hubdoc, QuickBooks, or similar accounting software
• Strong customer service and communication skills
• Excellent analytical, problem‑solving, and decision‑making abilities
• Highly organized with effective time management and multitasking skills
• Professional, respectful, and collaborative team player
• Self‑motivated with a positive, proactive attitude
• Committed to ongoing professional development
• Capable of managing client concerns and working independently in a fast‑paced environment