Senior Tax Accountant

Role: Senior Accountant (Tax & Client Accounting) Work Arrangement: Work from Office Location: Philippines - Ortigas, Makati, Angeles, Mabalacat, Cebu, Davao, Bacolod Schedule: Night Shift Job Description: We are looking for a Bookkeeper and Tax Preparer to join our fully remote team. This role is ideal for someone who thrives in a fast-paced, client-focused environment and enjoys working closely with a CPA while contributing to a growing firm. You will play a key role in managing financial operations for multiple clients, including bookkeeping, payroll, and tax preparation, while leveraging modern tools and technology to deliver efficient, high-quality results. You will be part of a collaborative and supportive team where your contributions are valued, and you’ll have opportunities for professional growth as the organization continues to expand. To Be Considered for This Position Please add a one-paragraph description at the top of your resume or include a cover letter explaining why you would be a strong fit for this role. Qualification and requirements: - Minimum of 5 years of experience performing bank reconciliations, account analysis, payroll, and issuing financial reports on behalf of a Certified Public Accounting firm - Bachelor's degree in accounting or another related career field - Solid understanding of accounting principles (GAAP) - QuickBooks Online ProAdvisor Certification (or completed within 30 days of hire), with hands-on experience running payroll in Gusto - Hands-on experience preparing returns in CCH Axcess Tax (Pro) - Resourceful with AI tools—comfortable using Claude (or similar) to accelerate analysis, draft client communications, summarize documents, and streamline repetitive workflows - Highly responsive to CPA and client requests - Self-starter able to work autonomously without constant or direct supervision - Strong technical skills and great attention to detail Preferred Skills - U.S. tax experience (individual and business returns) - Strong verbal and written communication skills - Strong interpersonal skills and not afraid to ask questions - Strong project management skills - Superior client service abilities - Team player with a positive attitude who takes on other administrative projects as needed - Proficient with a cloud-based work environment - Proficient with Zoom, Google Workspace, and Microsoft Office (Word, Excel) - Familiar with U.S. investment real estate depreciation - Experience with Wealthbox CRM is a plus Key Responsibilities: - Managing, categorizing, and reconciling financial transactions for multiple clients in QuickBooks Online - Preparing financial statements, running payroll through Gusto, closing out the month, and timely delivering financial statements by the 5th of the following month - Managing the process of preparing, communicating, and completing U.S. tax returns in CCH Axcess Pro and assisting the CPA - Communicating with the CPA to understand and serve client needs - Creating and tracking client invoicing when appropriate - Leveraging AI tools (e.g., Claude) to accelerate analysis, document review, and client-facing drafts Key Performance Indicators KPIs are tied to wage increases and bonus potential. 1. Timely Financial Statements (20%) 2. Client Communication Score (20%) 3. Managing Information Process (30%) 4. Reliability (15%) 5. Quarterly Estimate Reminders (10%) 6. Assistance with Tax Projections (10%) 7. Enter Data in CCH Axcess Pro for Personal Tax Clients with Accuracy (10%) 8. IRS and State/Local Correspondence 9. Billing & Collections Non-negotiable skills & requirements: - Minimum of 5 years of experience performing bank reconciliations, account analysis, payroll, and issuing financial reports on behalf of a Certified Public Accounting firm - Bachelor's degree in accounting or another related career field - Solid understanding of accounting principles (GAAP) Perks & Benefits (Work From Office/Hybrid): • Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment • Up to 24 leave credits per year • Flexible leave credits which may be used for vacation, emergency and sick leaves • Superb and exciting Mid-Year Parties – with items to give away and cash prizes! • Endless opportunities for career advancement • Exclusive ATM inside the office for employee's convenience • Annual Performance Review with Salary Increase • We set you up for success with a company-provided PC/Laptop and fiber internet connection • Look forward to weekly office perks for work from office staff – Free Coffee, Meals and Beer Fridays! • Top notch workplace with first class VIP lounge and game rooms • Child friendly spaces to cater to the needs of employees with children, enhancing work-life balance • Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues • International career growth and connections • Unlimited cash incentives for hired referrals • Mental Wellness Employee Assistance program through Lifeworks • In-house psychiatrist available to support employees' well-being • Become part of the Employee Share Units program • Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc