Role Description
The US Tax Specialist will support United States-based clients by preparing, organizing, and assisting with tax-related documentation and reporting. This role involves:
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Reviewing financial records to ensure completeness and accuracy of tax data.
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Preparing tax workpapers and coordinating with internal teams or client contacts to resolve missing information.
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Maintaining compliance by following tax best practices and client-specific requirements.
This position is ideal for a tax professional or accounting professional with experience supporting US clients, tax preparation work, or bookkeeping services for tax purposes.
Qualifications
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Bachelorβs degree in Accounting, Finance, Taxation, or a related field.
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Previous experience in U.S. tax preparation, tax compliance, public accounting, or a related role.
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Practical experience preparing U.S. federal and state tax returns.
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Experience working with individual returns is required or strongly preferred, depending on the client assignment.
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Experience with partnership, S corporation, and C corporation returns is strongly preferred.
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Familiarity with U.S. tax forms, including Forms 1040, 1065, 1120, and 1120-S.
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Understanding of basic U.S. federal income tax principles and common state filing requirements.
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Knowledge of tax workpaper preparation, book-to-tax adjustments, and tax return reconciliation.
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Prior experience supporting U.S. clients or working with a U.S.-based CPA or tax firm is strongly preferred.
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Experience working in a remote or offshore accounting environment is an advantage.
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Proficiency in Microsoft Excel, including formulas, lookups, filters, and data organization.
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Strong written and verbal English communication skills.
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Excellent analytical, organizational, and problem-solving abilities.
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High level of accuracy and attention to detail.
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Ability to interpret tax documents and identify missing or inconsistent information.
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Ability to manage multiple engagements and meet strict filing deadlines.
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Willingness to work additional hours during peak tax periods, subject to employment terms and client requirements.
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Ability to work independently while maintaining regular communication with the assigned client and internal team.
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Willingness and ability to work hours aligned with the assigned U.S. client.
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Reliable internet connection and a professional remote-work environment.
Requirements
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Philippine Certified Public Accountant license (preferred).
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Enrolled Agent credential or active progress toward obtaining the credential (preferred).
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Experience working in a U.S. public accounting or tax preparation firm (preferred).
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Experience handling multistate individual or business returns (preferred).
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Knowledge of pass-through entity taxation (preferred).
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Experience preparing fiduciary, estate, gift, nonprofit, payroll, or sales tax returns (preferred).
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Experience assisting with tax planning, projections, or notices (preferred).
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Experience with QuickBooks Online or other cloud-based accounting platforms (preferred).
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Advanced Microsoft Excel skills (preferred).
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Formal training in U.S. taxation (preferred).
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Familiarity with Internal Revenue Service publications, instructions, and professional tax research tools (preferred).
Benefits
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Opportunity to support growing United States-based businesses with accurate and reliable bookkeeping services.
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Build valuable experience in US bookkeeping, account reconciliations, accounts payable, accounts receivable, and financial reporting.
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Work with business owners, finance professionals, accounting firms, and professional service providers.
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Receive structured training, coaching, and performance feedback.
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Collaborate with bookkeeping, accounting, finance, operations, and client service teams.
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Develop expertise in widely used bookkeeping software, financial systems, and US accounting processes.
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Enjoy opportunities for professional growth within a global and expanding business environment.
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Competitive compensation with opportunities for career advancement.