Senior Tax Accountant
Philippines - Remote
The ideal candidate will have tax preparation and bookkeeping experience or relevant accounting experience, attention to detail, and excellent time management skills. As a Senior Tax Accountant, you will be responsible for:
Client Accounting Management:
- Maintain monthly accounting for clients using QuickBooks Online (QBO).
- Record transactions through the banking module within QBO.
- Perform quarterly payroll for clients using Drake Accounting or QBO
- Monthly bank reconciliations
- Update and reconcile prepaids, fixed asset schedules, payroll, and accruals with appropriate journal entries.
Tax Preparation:
- Prepare and file federal and state tax returns for individuals and businesses.
- Analyze financial information to ensure accurate reporting and compliance with tax laws.
- Conduct account analysis and balance sheet reconciliation to support tax filings.
- Provide clients with guidance on tax planning strategies to minimize liabilities.
- Stay updated on changes in tax legislation and regulations that may impact clients.
- Collaborate with clients to gather necessary documentation for tax preparation.
- Assist in the preparation of financial statements as needed.
- Utilize QuickBooks for accounting tasks related to client accounts.
Financial Reporting:
- Prepare and deliver accurate, concise monthly financial statement packages to clients.
- Identify and communicate information needs to ensure complete and accurate financial records.
Documentation and Organization:
- Maintain electronic supporting documents.
- Work on special projects as needed to meet client or organizational goals.
Requirements
- Bachelor's degree in Accounting
- 3 years of experience as Senior Certified Public Accountant
- 3 years of experience in Tax preparation
- Experience in Payroll tax preparation
- In-depth industry knowledge regarding best practices, development, current regulations, and technology, particularly in US Taxation Law
- With deep background in a remote set-up of work similar to freelancing as an Independent Contractor (deep understanding on the pros & cons involved in this industry).
- Abiliy to track time accurately using the Company's time tracking system
- Strong critical thinking and problem-solving skills
- Capable to exercise utmost discretion, diplomacy, and tact
- With fast, reliable and stable internet connection (LAN or Fiber) and with internet backup
- Technical Expertise:
- Proficiency in QuickBooks Online (QBO)
- Familiarity with Microsoft Word, Excel, and Adobe Acrobat
- Experience with Drake Tax or other professional tax preparation software
- Experience with Canopy or other cloud-based practice management software is a plus
- Analytical and Organizational Skills:
- Strong attention to detail and high data-entry accuracy
- Ability to identify and resolve discrepancies independently
- Highly organized, with excellent time management skills
- Work Environment:
- Comfortable working in a cloud-based, tech-forward environment.
- Self-directed with the ability to work independently while managing multiple deadlines.
Benefits
- SALARY - PHP 85,000 PER MONTH
- TYPE OF WORK - FULL TIME (REMOTE), Monday to Friday with at least 2 to 3 hours overlap daily with Denver, Colorado; the rest of hours can be distributed during the day as it suits the employee
- WORK SCHEDULE - US TIME ZONE (West Coast)
- JOB LEVEL - EXPERT OR SENIOR LEVEL
- BONUS OPPORTUNITIES
- 13th MONTH PAY
Job Profile
At least 2 to 3 hours overlap daily with Denver, Colorado
Benefits/Perks13th month pay Bonus opportunities Full-time remote Stable internet connection
Tasks- Client accounting management
- Documentation and organization
- Financial Reporting
- Tax preparation
Accounting Adobe Acrobat Analytical Attention to detail Bookkeeping Cloud-based practice management Critical thinking Drake Accounting Financial reporting Microsoft Excel Microsoft Word Organization Organizational Payroll tax preparation Problem-solving QuickBooks Online Reporting Tax preparation Time Management
Experience3 years
Education Certifications Timezones