The Role
Our client is looking for an Accountant who will be responsible for performing a variety of accounting-related functions for the client, such as processing tax returns, coordinating the collection of required documents and information, bookkeeping, research, reconciliation, and budgeting.
Location: Must be residing in the Philippines – Remote
Environment: Philippines and International Teams
Language: Advanced English (B2+ - C1)
Time zone: 9:00 AM to 6:00 PM EST (9:00 pm to 6:00 am Philippine Time
Employment Type: Full-time
Requirement
Education: Bachelor’s degree in accounting or a finance-related field
Certification: Being licensed as a certified public accountant is a plus
Skill
- 5 years of US tax experience, both in US Individual and Business Tax
- Proficient in tax and accounting software/tools such as: Microsoft Word, Excel, QuickBooks, CCH Access/ProFX Tax, Intelliconnect Tax Research, Intelliforms, Tax Tools, CFS Payroll, Practice Management Time Entry, Accounting Research, PFX Tax Planning, Proseries Tax Planner, CCH Engagement External Bookkeeping
- Excellent grasp of all Microsoft 365 applications
- Excellent verbal and written communication skills
- Aptitude in data management, analytics, and reporting preparation
- Ability to function in an autonomous environment—independent worker, self-directed
Essential Functions
Prepare the following tax return
- Personal Tax Return
- Business Tax Return
- Review client books and make adjustments for year-end
- Recognize and make journal entries for M-1 Adjustments
- Prepare depreciation schedule
- Prepare a uniform capitalization work paper
- Prepare construction client work papers, like completed contract/percentage of completion
- Use engagement for the tax trial balance
- Handle correspondences with IRS and state agencies and teleconferences, and perform the following tasks:
- Perform external bookkeeping and perform the following relevant tasks
- Adjust the balance sheet after the tax returns are completed
- Handle year-end adjustment
- Provide internal and external QuickBooks support for our clients
- Collect tax return information for the tax preparer