US Tax Associate

GR8 Affinity BPO, Inc.; Philippines; On-site; PHP 446,000 - 670,000; Full time

Job summary

Rehmann seeks a Tax Associate to support the tax team in preparing accurate US tax returns and workpapers for individual and business clients, leveraging foundational US tax knowledge and strong attention to detail in a remote or hybrid setup.

Onsite work in Makati is required for the first year; night shift is part of the schedule. You will assist with Form 1040, 1065, 1120, and 1120S, gather documents, and escalate issues to seniors to ensure timely delivery.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 1-3 years of experience in tax preparation, accounting, or a related role, preferably with exposure to US taxation. 1040 background is a must have.
• Basic understanding of US individual and business tax concepts, forms, and filing requirements.
• Strong attention to detail and ability to work with financial data accurately.
• Proficiency in Microsoft Excel and willingness to learn tax preparation software and firm tools.
• Good written and verbal communication skills.
• Ability to follow instructions, meet deadlines, and ask clarifying questions when needed.
• Must be dependable, organized, and able to work collaboratively in a team environment.
• Onsite work in Makati required for the 1st year; Flexibility may be provided during typhoons, severe weather advisories, natural disasters, or similar emergency situations.
• Night shift required.

Responsibilities

• Prepare basic US individual tax returns, including Form 1040 and supporting schedules, under the guidance of senior team members.
• Assist in preparing business tax returns, including Forms 1065, 1120, and 1120S, based on client-provided data and workpapers.
• Gather, organize, and reconcile tax documents and financial information needed for return preparation.
• Prepare tax workpapers, schedules, and supporting documentation in accordance with firm standards.
• Identify missing information, inconsistencies, or basic tax issues and escalating them to senior team members for review.
• Perform basic tax research and stay updated on relevant federal and state tax rules as assigned.
• Maintain accurate records and ensure assigned tasks are completed within agreed timelines.
• Collaborate with team members to support tax season deadlines and client service requirements.

Job description

Overview

About GR8 Global

GR8 Global is a firm forged by an affinity of top 100 accounting firms in the United States with the objective of coming together and redefining the workplace while providing additional value to our partners. We believe that there is a huge pool of talent outside of the US. Our mission is to bring together the best talent and match them with excellent work opportunities based on their core competencies, skill sets, and overall experience and exposure in the different areas of audit, accounting, and similar financial-related areas. We prioritize creating a positive and inclusive workplace culture where all talents are valued and developed.

Your Passion. Your Purpose.

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/

Responsibilities

Job Summary:

The Tax Associate will support the tax team in preparing accurate and timely US tax returns and related workpapers for individual and business clients. This role is ideal for an early-career tax professional with foundational knowledge of US taxation, strong attention to detail, and the ability to work effectively in a remote or hybrid environment while continuing to build technical tax skills.

How You'll Make an Impact:

• Prepare basic US individual tax returns, including Form 1040 and supporting schedules, under the guidance of senior team members.
• Assist in preparing business tax returns, including Forms 1065, 1120, and 1120S, based on client-provided data and workpapers.
• Gather, organize, and reconcile tax documents and financial information needed for return preparation.
• Prepare tax workpapers, schedules, and supporting documentation in accordance with firm standards.
• Identify missing information, inconsistencies, or basic tax issues and escalating them to senior team members for review.
• Perform basic tax research and stay updated on relevant federal and state tax rules as assigned.
• Maintain accurate records and ensure assigned tasks are completed within agreed timelines.
• Collaborate with team members to support tax season deadlines and client service requirements.

Qualifications

Your Desired Skills, Knowledge and Abilities:

• Bachelor's degree in Accounting, Finance, or a related field.
• 1-3 years of experience in tax preparation, accounting, or a related role, preferably with exposure to US taxation. 1040 background is a must have.
• Basic understanding of US individual and business tax concepts, forms, and filing requirements.
• Strong attention to detail and ability to work with financial data accurately.
• Proficiency in Microsoft Excel and willingness to learn tax preparation software and firm tools.
• Good written and verbal communication skills.
• Ability to follow instructions, meet deadlines, and ask clarifying questions when needed.
• Must be dependable, organized, and able to work collaboratively in a team environment.
• Onsite work in Makati required for the 1st year; Flexibility may be provided during typhoons, severe weather advisories, natural disasters, or similar emergency situations.
• Night shift required.

Bonus:

• Experience working with US public accounting firms or US-based clients.
• Familiarity with tax software such as UltraTax, CCH Axcess, CCH Engagement, and Thomson Reuters GoFileRoom, or similar platforms.
• CPA license or active progress toward CPA certification is preferred but not required.
• Eagerness to learn, receive feedback, and grow into more complex tax preparation responsibilities.

We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer.