Work schedule: Morning shift, Tuesdays to Saturdays (2:00 AM – 11:00 AM)
Work Arrangement: Hybrid (1-2 RTO)
Office: One Ayala, Makati City
What you'll be doing:
- Client Document Management – Upload, organize, and track tax documents via client portals and firm systems, ensuring everything is filed correctly and accessible.
- New Client Onboarding – Set up client accounts in QuickBooks, Lacerte, and Outlook; create folders; send welcome emails and portal invites; track responses and follow up.
- Tax Return Assembly & Filing – Prepare client tax return packages, coordinate signatures and payments, e-file returns, and monitor filing status. Communicate with clients if additional documentation is needed.
- Compliance & Research – Gather and maintain essential client information (EIN, business licenses, SOS#, DOB, SSN) and ensure records are updated in firm databases.
- Client Communication – Provide timely updates, reminders, and follow-ups to clients and tax preparers, ensuring deadlines are met.
- Project Support – Assist with tax vouchers, extensions, annual engagement letters, and updating jobs in Tax Dome.
- Team Support – Act as backup for support staff and help manage office tools like Outlook inboxes for tax dome requests.
What will make you a great fit:
- Bachelor's Degree in Accounting, Finance or related field of study.
- Extremely high level of organizational and time management skills
- High attention to detail Strong written and verbal communication skills
- Proficient in Office products, Word, Excel and Outlook.
- 1 year of Project Management experience
- 3-5+ years administrative experience
- Experience working with US based client
What D&V Philippines can offer you:
D&V Philippines is a place where you can build and grow your career because we invest in your training and development. You'll be a key player in our mission to deliver high-quality, cost-effective finance and accounting services for CFOs and professional services firms in Australia, Asia-Pacific, Europe, the United States, and the United Kingdom.
You'll also get to enjoy these perks on top of the essential employee benefits:
- Competitive salary with non-taxable allowances
- Health and wellness benefits
- Vacation and sick leave credits
- Yearly company and employee performance bonuses
- Free meal during office days
- Parent-friendly office
- Training and certifications
- CPD Training Assistance and PRC license renewal reimbursement
- Year-round employee engagement activities
