US Tax Strategy & Compliance Expert

New CAS LLC; Ormoc; Remote; PHP 1,262,000 - 2,383,000; Full time

Benefits offered by this job

Full company equipment provided

15 days PTO annually + local holidays

Guaranteed annual increases

Referral rewards up to $1,000

Monthly CAS stipends (perks)

Job summary

New CAS LLC is seeking a detail-oriented tax professional to manage multi-entity returns, audits, and planning memos for U.S. clients from the Philippines. You will mentor staff, support process improvements, and ensure timely sign-offs across busy seasons.

You will collaborate with U.S.-based teams, coach junior staff, and help modernize compliance and advisory playbooks, checklists, and calendars. Open to Tax Accountant or Tax Manager levels based on experience.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related discipline.
• 2+ years of U.S. tax experience preparing and reviewing 1040, 1065, 1120, 1120-S.
• Strong command of U.S. federal and state tax rules; comfort with GAAP and IRS procedures.
• Tax software proficiency: ProConnect, UltraTax, Drake, Lacerte, or similar.
• Cloud-first toolkit: QuickBooks Online, Xero; strong Excel/Google Sheets skills.
• Confident written and spoken English; client-facing presence.
• Comfortable working U.S. business hours (night shift, PH-based).

Responsibilities

• Tax Preparation & Review: own the work that keeps clients calm and compliant.
• Drive tax intake end-to-end: organizers, smart document requests, kickoff calls; map client TBs and prior-year returns to this year’s workplan.
• Entity returns (1065/1120/1120-S): build and review K-1s, capital accounts, partner/shareholder basis and at-risk; evaluate §199A eligibility.
• Individual returns (1040): prepare schedules and forms; track carryforwards and tax credits.
• Multi-state & SALT: calculate apportionment and nexus updates.
• Credits & elections: surface opportunities (R&D, 179/bonus) and document changes.
• Fixed assets & depreciation: maintain Form 4562 schedules and asset ledgers.
• Quality & sign-off: audit-ready workpapers, e-file submissions, and deadlines.
• Notices & follow-through: draft concise IRS/state responses with timelines.

Skills

English communication

US tax knowledge

Tax software proficiency

Excel/Sheets skills

Client-facing presence

Education

Bachelor’s degree in Accounting or Finance

Tools

ProConnect

UltraTax

Drake

Lacerte

QuickBooks Online

Xero

Job description

New CAS LLC is seeking a detail-oriented tax professional to manage multi-entity returns, audits, and planning memos for U.S. clients from the Philippines. You will mentor staff, support process improvements, and ensure timely sign-offs across busy seasons.

You will collaborate with U.S.-based teams, coach junior staff, and help modernize compliance and advisory playbooks, checklists, and calendars. Open to Tax Accountant or Tax Manager levels based on experience.