Us Tax Accountant (Drake Tax) | Philippines | Remote
New Cas Llc
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Benefits offered by this job
Job summary
New Cas Llc is seeking a U.S. Tax Accountant/Manager to work remotely from the Philippines for U.S. clients. The role focuses on preparing and reviewing complex U.S. tax returns, tax planning, and guiding clients through regulations.
You'll use Drake Tax and other software to handle multi-entity filings, support process improvements, and mentor junior staff. This is a full-time independent contractor engagement with ongoing remote work.
Qualifications
- Bachelor's degree in Accounting, Finance, or related field.
- 3+ years of U.S. tax experience with Forms 1040, 1065, 1120, 1120-S.
- Hands-on Drake Tax experience required to prepare/file returns.
- Strong knowledge of U.S. federal/state tax rules and IRS procedures.
- Experience with multiple tax software (Drake Tax or similar).
- Proficiency in Excel/Google Sheets and professional English communication.
Responsibilities
- Lead U.S. tax preparation and review for multi-entity returns.
- Prepare Forms 1065, 1120, 1120-S; build K-1s and related schedules.
- Prepare 1040s with Schedules A–E and related forms; manage tax deadlines.
- Use Drake Tax to file returns; advocate Drake Tax use in workflows.
- Oversee multi-state tax matters and apportionment calculations.
- Document credits/elections and depreciation; maintain audit-ready workpapers.
- Coordinate e-file submissions, IRS/state notices, and client communications.
- Mentor junior staff and drive SOPs, checklists, and automation.
Skills
Education
Tools
Job description
Philippines (100% Remote) · Full-Time Independent Contractor · $1,800–$3,400 USD/month
Be the expert clients trust at the moment it matters most — tax time. Prepare and review complex U.S. tax returns, support tax planning, and turn complex regulations into practical guidance clients can act on.
Cloud Accountant Staffing (CAS) is actively seeking experienced U.S. Tax Accountants with strong tax preparation skills and hands‑on experience using professional U.S. tax software.
We currently have two clients looking for candidates with hands‑on Drake Tax experience. We are specifically prioritizing professionals who have actually used Drake Tax to prepare and/or file U.S. tax returns, rather than candidates who are simply familiar with the software.
In this role, you'll manage multi‑entity tax preparation and review, maintain accurate workpapers, identify tax‑saving opportunities, and support clients through compliance and advisory needs. You'll collaborate with U.S.-based teams, contribute to process improvements, and help ensure accurate, timely tax filings.
You'll also have opportunities to mentor junior staff, strengthen internal procedures, and improve tax workflows through standardized checklists, review notes, and automation.
Note: This role is open to both Tax Accountant and Tax Manager candidates, depending on experience.
You have hands‑on experience preparing U.S. federal and state tax returns using professional tax software, ideally Drake Tax.
You can demonstrate how you've used Drake Tax in actual tax preparation and/or filing work.
You're detail‑oriented and practical, knowing when to investigate complex tax matters and when to move efficiently.
You can explain technical tax concepts, such as basis, §199A, and depreciation methods, in clear, accessible language.
You thrive during busy season because your SOPs, checklists, and deadlines are well organized.
You enjoy coaching others and improving the quality of tax preparation and review.
You look for automation opportunities and process improvements that reduce repetitive work.
Tax Preparation & Review
Manage tax intake from start to finish, including organizers, document requests, kickoff calls, and mapping client trial balances and prior‑year returns to current‑year workplans.
Prepare and review entity tax returns (Forms 1065, 1120, and 1120-S): Build and review K‑1s, capital accounts, partner/shareholder basis, at‑risk limitations, §199A eligibility, and reasonable compensation for S‑corporation shareholder‑employees.
Prepare individual tax returns (Form 1040): Handle Schedules A, B, C, D, and E; Form 4797; Form 6252; passive activity losses; basis tracking; 1099‑B reconciliations; wash sale checks; carryforwards; and estimated tax payments.
Use Drake Tax or other professional tax preparation software to prepare and/or file U.S. tax returns accurately and efficiently. Candidates with direct, hands‑on Drake Tax experience are strongly preferred.
Manage multi‑state tax matters, including apportionment, nexus updates, composite and nonresident returns, and applicable pass‑through entity and SALT cap workaround elections.
Identify and document tax credits and elections, including R&D credits, Section 179 and bonus depreciation options, accounting method changes, and late‑election relief where applicable.
Maintain fixed asset and depreciation schedules, including Form 4562, asset ledgers, disposals, and book‑to‑tax depreciation reconciliations.
Prepare audit‑ready workpapers with clear supporting documentation, tick marks, review notes, and reconciliations.
Manage e‑file submissions, acknowledgments, extensions, and follow‑ups.
Draft responses to IRS and state tax notices, track deadlines, and communicate next steps clearly.
Maintain busy‑season checkpoints from intake through preparation, review, client questions, and e‑filing, while supporting off‑season estimates, projections, and tax planning.
Translate tax regulations into practical business decisions.
Participate in client meetings and communicate tax impacts involving cash flow, tax rates, and timing.
Translate technical tax concepts and code citations into clear, actionable recommendations.
Provide timely updates on outstanding documents, filing deadlines, and tax matters requiring client decisions.
Build the systems that make tax season more efficient.
Standardize SOPs, preparation checklists, review procedures, and quality‑control checkpoints.
Configure rules and automations within tax and accounting tools to reduce manual work.
Document process improvements and best practices in an evolving team playbook.
Keep every workpaper organized and easy to follow.
Maintain consistent folder structures, file naming, and complete documentation.
Ensure workpapers and supporting schedules are organized so reviewers can trace figures and understand decisions efficiently.
Bachelor's degree in Accounting, Finance, or a related discipline.
3+ years of U.S. tax experience preparing and reviewing Forms 1040, 1065, 1120, and 1120-S.
Hands‑on experience with Drake Tax is a strong priority. You must have actually used the software to prepare and/or file U.S. tax returns; knowing the software's name or having general familiarity with it is not sufficient.
Strong understanding of U.S. federal and state tax regulations, IRS procedures, and relevant accounting principles.
Experience with professional tax preparation software such as Drake Tax, ProConnect, UltraTax, Lacerte, or similar.
Familiarity with cloud‑based accounting tools such as QuickBooks Online and Xero.
Strong Excel or Google Sheets skills, including lookups, pivot tables, and data reconciliation.
Confident written and spoken English, with the ability to communicate professionally with U.S.-based clients.
Willingness to work U.S. business hours on a night shift while based in the Philippines.
Experience handling high‑net‑worth individual returns involving K‑1s, Schedules C and E, and complex tax situations.
Multi‑state, consolidated, or international tax exposure, including GILTI and foreign tax credits.
Experience with Form 990 for nonprofits and Form 1041 for estates and trusts.
Experience mentoring junior tax professionals or overseeing tax preparation and review workflows.
Quality: Review notes, standardized workpapers, and well‑organized supporting schedules are expected every time.
Security: Multi‑factor authentication, least‑privilege access, and secure file sharing are non‑negotiable.
Collaboration: We work through Slack, Zoom, Microsoft Teams, shared task boards, and predictable review cycles.
We are not a gig platform. We are not a freelance marketplace. We are not short‑term staffing.
We invest in professionals who want to build a lasting career serving U.S. clients. At CAS, you get:
Career‑level USD compensation: $1,800–$3,400USD/month, depending on experience and scope.
Permanent remote work.
Company‑provided equipment, including a laptop, monitor, and accessories.
15 days of annual PTO plus local holidays off.
Guaranteed annual increases.
Referral rewards of up to $1,000.
Monthly flexible stipend through CAS Flex Perks.
Structured onboarding and ongoing support.
A collaborative culture that supports your professional growth.
This is a full‑time independent contractor engagement based in the Philippines.
Full‑time exclusivity is required. Candidates must not maintain other part‑time, freelance, or conflicting professional engagements once hired. Conflict‑of‑interest checks may apply.
Application and prescreening.
Technical assessment.
Profile review and pre‑interview preparation.
Client interview.
Contract offer and onboarding.
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