This is a senior-level opportunity for a tax professional with strong hands‑on experience in U.S. tax preparation, particularly Form 1040 and complex business tax returns.
You will work directly with U.S.-based Managers and Senior Managers and take ownership of assigned tax returns, supporting workpapers, research, and other tax-related deliverables.
Key Responsibilities
- Prepare accurate U.S. federal and applicable state tax returns and supporting workpapers.
- Prepare Form 1040 individual tax returns and more complex business tax returns.
- Handle Form 1065 partnerships, S corporations, and C corporations.
- Review tax work for accuracy, completeness, and compliance with applicable requirements.
- Research U.S. tax issues and properly document conclusions.
- Identify missing information, inconsistencies, and technical issues and communicate questions to U.S.-based Managers or Senior Managers.
- Manage assigned work and deliverables within established deadlines, particularly during tax season.
- Maintain organized and complete tax workpapers and supporting documentation.
- Follow established quality‑control procedures and properly use tax, engagement, and document‑management systems.
- Collaborate directly with U.S.-based tax leaders and team members.
- Provide guidance and support to junior team members when needed.
Requirements
- 3–5 years of hands‑on U.S. tax preparation experience.
- Strong Form 1040 experience is required.
- Experience preparing U.S. federal tax returns and working accurately within filing deadlines.
- Experience with Form 1065, S corporations, and/or C corporations, preferably involving more complex returns.
- Good understanding of U.S. tax compliance and federal tax requirements.
- Strong analytical and problem‑solving skills.
- Strong attention to detail and accuracy.
- Good documentation and organizational skills.
- Strong written and verbal English communication skills.
- Comfortable working directly with U.S.-based Managers and Senior Managers.
- Ability to work independently, manage deadlines, and elevate technical questions appropriately.
- Bachelor's degree in Accounting, Finance, or a related field.
- Willingness to work onsite at One Ayala, Makati.
- Willingness to work 8:00 PM–5:00 AM Philippine Time.
Nice to Have
- Form 1041 – Trust and Estate returns
- Gift Tax / Form 709
- Form 990 / nonprofit tax returns
- International tax experience
- Additional experience with complex individual and business tax returns
- U.S. public accounting or similar client‑facing tax experience
- Experience with CCH Axcess
- Experience with CCH Engagement
- Experience with Thomson Reuters GoFileRoom
- CPA license or progress toward CPA certification
What We’re Looking For
We’re looking for someone who can take ownership of U.S. tax assignments, handle more complex returns with minimal supervision, communicate clearly with the U.S. team, and consistently deliver accurate work within deadlines.