Tax Admin (US Financial Advisory, WFH)

Salary: P70,000 - P85,000 (Monthly Package)

Schedule: Tuesday - Saturday (4:00 AM to 1:00 PM PHT)

What are we looking for?

Skills Required

Technical Requirements

  • Bachelor Degree in Accounting, Finance or related field of study.
  • 3-5 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.

Personal Requirements

  • Exceptional time management and organization skills.
  • Proficient in office products, Word, Excel and Outlook.
  • Solution-oriented; problem-solver.
  • Exceptionally strong written and verbal communication skills.
  • Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices.
  • Willingness to follow established policies and procedures.
  • Technology skills: proficient with technology; solid knowledge of computer operations and software.
  • Self-Discipline & problem-solving skills: Ability to work in a very fast-paced environment with minimal supervision. Problem-solving and critical thinking skills required to resolve clients bookkeeping.
  • Internet connection requirements: Must have internet connection.

Qualifications Preferred

  • CPA license.
  • Some knowledge of accounting and tax in cannabis industry.
  • Strong knowledge and familiarity of US Tax preparation (Business and Personal returns).
  • Bookkeeping certification.
  • Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients.
  • Credentials/Certifications: QuickBooks Online Pro Certification or QuickBooks Online Advanced Certifications are preferred.

What will you do?

Position Summary

Tax Administration ensures that work delegated by Supervisor are completed accurately and timely. Professional communication with internal and external clients regarding accounting, client management, tax readiness and bookkeeping matters. Communicates timeliness of completion of work to Leads and Supervisors. Solution-oriented with client and firm concerns.

Workpapers

SPECIFIC DUTIES AND RESPONSIBILITIES INCLUDE:

  • 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)

Join the awesome team and enjoy these benefits & perks:

  • WFH
  • Medical, Dental Coverage and Life insurance from day 1 of employment
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Competitive salary package and annual appraisal
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay
  • Regular Company Events, Work Life Balance, and Career growth opportunities

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client is born out of the evolution of 420 CPA, a pioneering firm in cannabis accounting founded in 2009. Over the years, as the cannabis industry expanded and diversified, so did our approach. Today, our Client represents a new chapter, combining the trusted expertise of 420CPA with innovative strategies designed for the future of cannabis finance.

#ConnectOSCareers #JoinConnectOS #ConnectOSRecruitment

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.