US Tax Associate - Hybrid, CPA, Excel Pro

D&V Philippines Outsourcing, Inc.; Makati; Hybrid; PHP 900,000 - 1,200,000; Full time

Benefits offered by this job

Health and wellness benefits

Vacation and sick leave

Yearly performance bonuses

Free meals on office days

Parent-friendly office

Training and certifications

CPD Training assistance

Job summary

D&V Philippines Outsourcing, Inc. is seeking a Senior Tax Associate (US) to join our tax team.

The role focuses on preparing US tax partnership returns (Form 1065) for foreign partnerships, along with Schedules K-1 and K-3 disclosures, and coordinating with the onshore team to ensure data integrity. In this hybrid position, you will convert non-USD currencies to USD, calculate partnership-level taxable income, and prepare investor reporting with K-1/K-3 footnotes using our Excel templates and

Qualifications

• Qualified CPA with high level of proficiency in Microsoft Excel.
• Excellent organization skills and attention to detail.
• Ability to work well under pressure, meet deadlines and communicate clearly with onshore team.
• Have some experience working in US tax reporting for funds (possibly with a firm like Citco in Manila).
• Preferred: exposure to investment funds (e.g. Private Equity).
• Experience with major tax preparation software, ideally CCH Axcess.

Responsibilities

• Preparation of US tax partnership return Form 1065 for foreign partnerships and preparation of Schedules K-1 and K-3 for partners in such partnerships.
• Preparation of disclosures on Schedules K-1 and K-3 relating to forms 8865, 926 and 8621.
• Analyze financial information provided by clients, identify missing data, and incorporate into Excel workpapers.
• Prepare taxable income calculations at the partnership level and allocate income among partners; manage currency conversions to USD.
• Bridge allocations to CCH and prepare investor reporting (Schedules K-1 and K-3) including footnotes from the database.

Skills

Excel proficiency

Attention to detail

Communication

Time management

US tax reporting

Education

Certified Public Accountant (CPA)

Tools

CCH Axcess

Tax software

Job description

D&V Philippines Outsourcing, Inc. is seeking a Senior Tax Associate (US) to join our tax team.

The role focuses on preparing US tax partnership returns (Form 1065) for foreign partnerships, along with Schedules K-1 and K-3 disclosures, and coordinating with the onshore team to ensure data integrity. In this hybrid position, you will convert non-USD currencies to USD, calculate partnership-level taxable income, and prepare investor reporting with K-1/K-3 footnotes using our Excel templates and