Job Overview:
Tax Accountant ensures that work delegated by the manager is completed accurately and timely. Professional communication with internal and external clients regarding accounting, client management, tax readiness, and bookkeeping matters. Communicates the timeliness of completion of work to managers. Solution-oriented with client and firm concerns.
Work Schedule:
- 4:00am to 1:00pm Manila Time—Tuedays to Saturdays
Work Setup:
- Hybrid (Required to report onsite during monthly or quarterly team meetings and as needed for business or client requirements)
Office Assignment:
- MAKATI OFFICE: 22F Tower 1, One Ayala Corporate Center, Ayala Ave., Makati City
JOB RESPONSIBILITIES:
WORKPAPERS:
- Responsible for collecting numerous data for tax return from clients.
- Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and documents related to tax preparation.
- In this role, you will obtain and review each client's tax information. You will prepare the necessary tax-related documents pertaining to income, expenditures, and other pertinent information.
ADMINISTRATION:
- Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project, assemblies, job status meetings- updating jobs in Tax Dome (Compliance), Tax Dome management, entering clients into Lacerte and client folders.
- Tax return to pull missing data report from Lacerte for individual tax return for the tax team.
- Back up for support staff as needed.
BOOKKKEEPING KNOWLEDGE TO UNDERSTAND TAX WORKPAPERS:
- Monthly client accounting/ bookkeeping projects.
- Maintaining client books as per supervisor instructions.
- Review CAS projects to ensure quality of the following documentation:
- Checking Tax Basis of Financials- Cash or Accrual
- Matching Balance Sheet to prior year tax return
- Reverse entries for AP, AR, Cash, Credit Cards and Loans
- Matching Payroll Wages and Payroll Tax to Payroll Tab
- Ensure bank and credit card accounts have been properly reconciled each month.
- Ensure auto loan accounts have been properly reconciled or adjusted properly.
- Analyze balance sheet comparisons and identify any document differences.
- Verify items under $1K are not capitalized to fixed assets.
- Present Revenue variances to Managing Partner for solution.
- Present variances in Tax Payable to Managing Partner for solution.
- Complete tax workpaper allocations on P & L.
- Customer Service and communication with Client as needed.
- Refresh and ensure accuracy of the following
Workpapers:
- A03 Payroll tab
- U01 Revenue Tab
- C01 Cash Tab
- K01 Tab (Credit Card, Auto Loans and Tax Payable)
JOB QUALIFICATIONS:
- Bachelor Degree in Accounting, Finance or related field of study.
- Must have 5 years of recognized bookkeeping or (CAS) Client Accounting Service.
- QuickBooks Experience: Transactional accounting with QuickBooks experience, a minimum
- of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop.
- Bookkeeping Experience: Proficient in QuickBooks, ability to navigate various workflows
- including A/R, A/P, payroll, sales tax, journal entries, financial reporting, 3rd party apps
- integration, banking and credit card reconciliations.
- Knowledge of US tax laws, regulations and deadlines.
- Hands-on experience preparing and reviewing U.S. individual, business, partnership, and corporate tax returns.
- Strong experience preparing and reviewing tax workpapers, ensuring accuracy, completeness, and compliance with federal and state tax regulations.
- Ability to identify tax issues, perform technical tax research, and recommend appropriate solutions.
- Experience communicating directly with U.S. clients regarding tax return preparation, tax questions, required documentation, and filing requirements while providing exceptional client service.
- Solid accounting and bookkeeping background, including preparing and reviewing financial statements, general ledger reconciliations, and adjusting journal entries to support tax return preparation.
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
Due to the volume of applications we receive, only shortlisted candidates will be contacted for the next steps. All applications will be kept in our talent pool and may be considered for future opportunities that align with the candidate's qualifications and experience.
