Our Company
At DOXA, we are dedicated to connecting businesses with top-tier talent across various industries. Our mission is to deliver innovative solutions that drive exceptional outsourcing services, enabling companies to expand their teams and grow their operations seamlessly. What sets DOXA apart is our commitment to fostering a vibrant and supportive team culture. Join us and be part of a culture that prioritizes your happiness and well-being, ensuring you thrive both personally and professionally.
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 (9:00pm to 6:00am Philippine Time)
Employment Type: Full-time.
Requirements
- Education: Bachelor's degree in accounting or finance-related field
- Certification: Licensed as a certified public accountant is a plus
- Skills:
- 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 Bookkeeper
- 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 returns:
- Personal Tax Return
- Prepare work papers using firm order of file
- Use firm templates for auto, sch D, foreclosures, etc.
- Business Tax Returns
- Prepare work papers using firm order of file
- Use firm templates for auto, M-1 reconciliation, etc.
- Review client books and make adjustments for year-end
- Recognize and make journal entries for M-1 Adjustments
- Prepare depreciation schedule
- Prepare uniform capitalization work papers
- Prepare construction client work papers like completed contract/percentage of completion
- Use engagement for tax trial balance
- Contact client for information or documents required to complete returns
- Conduct independent research of all necessary laws prior to submitting a return to the reviewer
- Prepare tax return within budget and be able to access if additional time is warranted
- Provide reviewer with a complete and accurate return to avoid open items
- Prepare the following tax projections and planning tasks for clients:
- Determine tax liability
- Salary requirements
- Payroll Liabilities
- Determine estimated payments
- Handle correspondences with IRS and state agencies and teleconferences and perform the following tasks:
- Prepare payment plan paperwork
- Prepare Powers of Attorney
- Prepare S Election
- Prepare SS-4
- Prepare State registrations
- Perform external bookkeeping and perform the following relevant tasks:
- Adjust balance sheet after-tax returns completed
- Handle year-end adjustments
- Provide internal and external QuickBooks support for our clients
- Collect tax return information for tax preparer
- Review all monthly and quarterly bookkeeping and perform the following relevant tasks:
- Update bookkeeping and payroll lists to show that clients work is completed in a timely manner
- Prepare W-2s, W-3s, 1099, 1096 at year-end firm procedures
- Adhere to all firms policies and procedures
- Work within budgets or be able to access project and additional hours required
- Enter time in practice daily at a minimum or as the project completed
- Meet with the tax manager to review the progress of priorities, budget, and weekly work plan
