US Tax Senior Associate

GR8 Affinity BPO, Inc.; Philippines; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

GR8 Global in Makati, Philippines seeks a Tax Senior Associate to lead the delivery of high-quality US tax returns for clients, working remotely or in a hybrid setup.

You will prepare complex returns (1040, 1065, S‑corp, C‑corp), mentor staff, and stay current on US tax laws while contributing to a culture that puts people first.

Qualifications

• Bachelor's degree in accounting or relevant field.
• 3–5 years of experience in US accounting, preferably in US public accounting.
• 2+ years of 1040 experience; handled tax returns: Form 1065 partnerships, S-corporations, and C-corporations.
• Good understanding of US general and corporate taxation principles, procedures, and laws.
• Proficient in report preparation for management information and control.
• Advanced proficiency in Microsoft Excel and other similar tools and platforms.
• Basic understanding of tax operations of shared service organizations and in-house captive centers.
• Advanced proficiency in communication skills, presentation skills, and learning agility.
• Must be a team player and contribute consistently to meeting departmental goals and company objectives.
• 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 complex US individual and business tax returns, including Form 1040, Form 1065 partnerships, S-corporations, and C-corporations, with increasing ownership of return preparation and review readiness.
• Review returns and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process.
• Identify technical issues in various projects and present senior personnel in the tax team with appropriate suggestions to mitigate the same.
• Prepare templates to document tax related data post collecting relevant information from senior personnel in the tax team.
• Research and develop knowledge of current tax legislation across different states in USA complex tax issues to ensure compliance with federal, state, and local regulations.
• Provide technical support on projects to senior personnel in the tax team.
• Maintain the quality of tax-related data by regularly monitoring the database and following up with relevant internal stakeholders.
• Assist in developing content for training and providing on-the job training to new employees
• Supervise, train, and mentor interns on tax projects and provide performance feedback to staff as needed.

Skills

US taxation knowledge

Leadership & mentoring

Team player

Communication skills

Attention to detail

Education

Bachelor's degree in accounting

Tools

Excel

Tax software knowledge

Job description

Overview

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.

About GR8 Global

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

Overview

The Tax Senior Associate will be a pivotal member of our tax team, providing leadership and expertise in delivering high-quality tax preparation services to our clients. This role requires a strong foundation in US taxation principles, advanced technical skills, and the ability to lead and deliver high-quality output while working remotely or in a hybrid work environment.

Responsibilities

• Prepare complex US individual and business tax returns, including Form 1040, Form 1065 partnerships, S-corporations, and C-corporations, with increasing ownership of return preparation and review readiness.
• Review returns and make recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process.
• Identify technical issues in various projects and present senior personnel in the tax team with appropriate suggestions to mitigate the same.
• Prepare templates to document tax related data post collecting relevant information from senior personnel in the tax team.
• Research and develop knowledge of current tax legislation across different states in USA complex tax issues to ensure compliance with federal, state, and local regulations.
• Provide technical support on projects to senior personnel in the tax team.
• Maintain the quality of tax-related data by regularly monitoring the database and following up with relevant internal stakeholders.
• Assist in developing content for training and providing on-the job training to new employees
• Supervise, train, and mentor interns on tax projects and provide performance feedback to staff as needed.

Your Desired Skills, Knowledge and Abilities:

• Bachelor's degree in accounting or relevant field.
• 3-5 years of experience in US accounting, preferably in US public accounting or a similar client-facing role.
• 2+ years of 1040 experience; handled tax returns: Form 1065 partnerships, S-corporations, and C-corporations.
• Good understanding of US general and corporate taxation principles, procedures, and laws.
• Proficient in report preparation for management information and control.
• Advanced proficiency in Microsoft Excel and other similar tools and platforms.
• Basic understanding of tax operations of shared service organizations and in-house captive centers including evolving global and local megatrends and best practices.
• Basic understanding of tax landscape and evolving working styles in industry with a focus on the tax accounting segment.
• Advanced proficiency in communication skills, presentation skills, and learning agility.
• Must be a team player and contribute consistently to meeting departmental goals and company objectives.
• 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 handling more complex tax returns, particularly Form 1065 partnerships, S-corporations, and C-corporations.
• Leadership and mentorship abilities, with a passion for developing talent and fostering a collaborative team environment.
• Adaptability and flexibility to thrive in a dynamic and evolving work environment.
• Commitment to delivering exceptional client service and driving client satisfaction.
• 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

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.