US Tax Accountant (Remote - Philippines)

US Tax Accountant | Philippines | Remote

Philippines (100% Remote) · Full-Time Independent Contractor · $1,800–$2,900 USD/mont

hBe the expert clients trust at the moment it matters most — tax time. You prepare and review complex returns, lead smart tax planning, and turn dense regulations into practical guidance people can actually act on

.
01 ABOUT THE RO

LEYou'll own the work that keeps leaders calm and compliant: multi-entity return preparation and review, clear planning memos, airtight workpapers, and timely sign-offs. You'll spot elections, credits, and apportionment issues before they become problems — then explain them in plain Englis

h.You'll collaborate with U.S.-based teams, mentor junior staff, and help modernize how small businesses and CPA firms handle compliance and advisory. You'll sharpen playbooks — checklists, review notes, and close calendars — so every busy season feels a little less bus

y.Note: This role is open to both Tax Accountant and Tax Manager candidates, depending on experienc

e.
THE IDEAL CANDID

• ATEYou're detail-obsessed but practical — you know when to go deep and when to m
• oveYou can explain tough topics (basis, §199A, depreciation methods) without jar
• gonYou thrive in busy seasons because your SOPs, checklists, and calendars are dialed
• inYou enjoy coaching others and raising the quality
• barYou look for automation and small process wins that compound over t

ime
02 WHAT YOU'LL

OWNTax Preparation & Re

viewOwn the work that keeps clients calm and compli

• ant.Drive tax intake end-to-end: organizers, smart document requests, kickoff calls; map client TBs and prior-year returns to this year's work
• planEntity returns (1065/1120/1120-S): build and review K-1s, capital accounts, partner/shareholder basis and at-risk; evaluate §199A (QBI) eligibility and limitations; assess reasonable compensation for S-corp shareholder-emplo
• yeesIndividual returns (1040): prepare clean Schedules A/B/C/D/E, Form 4797, 6252, passive activity loss and basis tracking, 1099-B reconciliations, wash sale checks; roll forward carryforwards (NOL, capital loss, AMT credits) and manage ES payments/safe har
• borsMulti-state & SALT: calculate apportionment, manage nexus updates, composite/non-resident returns, and PTE/SALT cap workaround elections where applic
• ableCredits & elections: surface and document opportunities (R&D, 179/bonus choices, accounting method changes, late elections relief me
• mos)Fixed assets & depreciation: maintain Form 4562 schedules, asset ledgers, and disposal/partial disposition rules; reconcile book vs. tax deprecia
• tionQuality & sign-off: build audit-ready workpapers with clear tick marks, review notes, and support; manage e-file submissions, acknowledgments, and extens
• ionsNotices & follow-through: draft concise responses to IRS/state notices, set reminders for follow-ups, and keep clients calm with clear options and timel
• inesCalendar discipline: own busy-season checkpoints (intake → prep → review → client Q&A → e-file) and off-season planning (estimates, projections, method chan

ges)
Client Collabor

ationTranslate code into decis

• ions.Join standing calls, summarize impacts (cash, rate, timing), and deliver one-page takeaways leaders can a
• ct onTranslate code citations into plain-English business deci

sions
Workflow & P

rocessBuild the systems that make the busy season survi

• vable.Standardize SOPs, checklists, and review
• gatesSet up rules and automations in tax and accounting tools to reduce manual
• stepsCapture wins in a living pl

aybook
Data In

tegrityLeave a trail anyone can

• follow.Keep folders organized, naming consistent, and documentation complete so any reviewer or auditor can follow your work

quickly
03 WHAT YOU

• LL BRINGBachelor's degree in Accounting, Finance, or related di
• scipline3+ years of U.S. tax experience preparing and reviewing 1040, 1065, 1120
• , 1120-SStrong command of U.S. federal and state tax rules; comfort with GAAP and IRS pr
• oceduresTax software proficiency: ProConnect, UltraTax, Drake, Lacerte, or
• similarCloud-first toolkit: QuickBooks Online, Xero; strong Excel/Google Sheets skills (lookups,
• pivots)Confident written and spoken English; client-facing
• presenceComfortable working U.S. business hours (night shift, P

H-based)
Preferred (nice

• to have):HNW 1040s (K-1s, Schedule C/E), multi-state, consolidated or international exposure (G
• ILTI/FTC)Form 990 (nonprofits) and Form 1041 (Estates & Trusts) experience or fa

miliarity
03 H

OW WE WORKQuality: Review notes, standardized workpapers, and tidy supporting schedules —

every timeSecurity: MFA, least-privilege access, and secure file sharing are non-

negotiableCollaboration: Slack/Zoom/Teams standups, shared task boards, and predictable rev

iew cycles
04 WHY CAS I

S DIFFERENTWe are not a gig platform. We are not a freelance marketplace. We are not short-ter

m staffing.We invest in professionals who want to build a real career serving U.S. clients. At CA

• S, you get:Career-level USD compensation: $1,800–$2,900 USD/month based on experienc
• e and scopePermanent remote work —
• done rightFull company equipment provided (laptop, monitor, a
• ccessories)15 days PTO annually + local h
• olidays offGuaranteed annua
• l increasesReferral rewards u
• p to $1,000Monthly flexible stipend (CAS
• Flex Perks)Structured onboarding
• and supportA culture that actual

ly shows up
05 CONTRACT &

EXCLUSIVITYThis is an independent contractor engagement based in the Philippines. Full-time exclusivity is required — candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest check

s may apply.
06 APPLIC

1. ATION PROCESSApplication &
2. PrescreeningTechnic
3. al AssessmentProfile and Pre-intervie
4. w PreparationCli
5. ent InterviewEmployment Offer a