US Tax Associate (US Financial Services, WFH)

ConnectOS; Philippines; Remote; PHP 446,000 - 670,000; Full time

Benefits offered by this job

Medical, dental coverage

Paid vacation and sick leave

13th month pay

Financial assistance program

Wellness facilities

Career growth opportunities

Regular company events

Job summary

ConnectOS is seeking a US Tax Associate I for remote work in the Philippines. The role involves handling data collection for tax returns, preparing tax paperwork, and communicating with clients to ensure timely completion of tasks.

Qualifications include CPA license and familiarity with US tax preparation and QuickBooks Online. The position offers a full-time schedule, remote work, and benefits in a dynamic team environment.

Qualifications

• Exceptional time management and organization skills.
• Proficient in Word, Excel and Outlook.
• Strong written and verbal communication abilities.
• Experience in developing remote team relationships based on trust and accountability.

Responsibilities

• Collect data for tax returns from clients.
• Prepare and maintain tax paperwork and related documentation.
• Review client tax information and prepare tax documents for income and expenditures.

Skills

Time management

Communication

Problem-solving

Remote collaboration

Internet connectivity

Education

CPA license

Tools

Lacerte

Tax Dome

QuickBooks Online

Job description

US Tax Associate (US Financial Services, WFH)

Schedule: US Shift

POSITION SUMMARY:

Tax Associate I ensures that work delegated by Manager are completed accurately and timely. Professional communication with internal and external clients regarding accounting, client management, tax readiness and bookkeeping matters. Communicates timeliness of completion of work to Managers. Solution-oriented with client and firm concerns

SPECIFIC DUTIES AND RESPONSIBILITIES INCLUDE:

WORKPAPERS:

• Responsible for collecting numerous data for tax return from clients.
• Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and documents related to tax preparation.
• In this role, you will obtain and review each client's tax information. You will prepare the necessary tax-related documents pertaining to income, expenditures, and other pertinent information

ADMINISTRATION:

• Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project, assemblies, job status meetings- updating jobs in Tax Dome (Compliance), Tax Dome management, entering clients into Lacerte and client folders.
• Tax return to pull missing data report from Lacerte for individual tax return for the tax team.
• Back up for support staff as needed

BOOKKEEPING KNOWLEDGE TO UNDERSTAND TAX WORKPAPERS:

• Monthly client accounting/ bookkeeping projects.
• Maintaining client books as per supervisor instructions.
• Review projects to ensure quality of the following documentation
• Refresh and ensure accuracy of the following workpapers:

QUALIFICATIONS AND REQUIREMENTS:

Personal Requirements

• Exceptional time management and organization skills.
• Proficient in office products, Word, Excel and Outlook.
• Solution-oriented; problem-solver.
• Exceptionally strong written and verbal communication skills.
• Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices.
• Willingness to follow established policies and procedures.
• Technology skills: proficient with technology; solid knowledge of computer operations and software.
• Self-Discipline & problem-solving skills: Ability to work in a very fast-paced environment with minimal supervision. Problem-solving and critical thinking skills required to resolve clients bookkeeping.
• Internet connection requirements: Must have internet connection.

QUALIFICATIONS PREFERRED

• CPA license.
• Some knowledge of accounting and tax in cannabis industry.
• Strong knowledge and familiarity of US Tax preparation (Business and Personal returns).
• Bookkeeping certification.
• Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients.
• QuickBooks Online Pro Certification or QuickBooks Online Advanced Certifications are preferred.

Join the awesome team and enjoy these benefits & perks:

• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.