Director, US Tax & Accounting

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Prepare and assess standard US tax returns, including individual (1040), partnership (1065), S-Corporation (1120-S), and C-Corporation (1120) returns.

• Deliver tax projections, planning, notices, and general advisory services.

• Prepare and/or evaluate US tax returns for small business clients, focusing primarily on compliance-related tasks.

• Offer tax planning assistance, constituting roughly 10–15% of the role, especially towards year-end.

• Oversee professional accounting and bookkeeping services for business owners.

• Manage financial records, transactions, entries, payments, and reporting primarily through QuickBooks.

• Provide light supervision over bookkeeping and QuickBooks-related activities.

• Function as the firm's Tax Partner and main point of contact.

• Cultivate client relationships and support staff members.

• Serve as a reliable year-round advisor, offering tax compliance guidance and advisory support.

• Enhance operations and train and educate team members.

• Mentor and develop junior team members.

• Gradually take on broader strategic and leadership roles within the firm.

• Counsel business owners on tax compliance, financial records, and related topics.

• Independently track deliverables and pinpoint additional advisory opportunities.

• Assist in the development of overseas-based, client-facing leadership in the Philippines.

⛳️ Requirements

• A Bachelor’s degree in Accounting or a higher degree is highly preferred.

• At least 5 years of US tax experience is required.

• Practical experience in preparing and reviewing Forms 1040, 1065, 1120, and 1120S; expertise across all four return types is essential.

• Must be willing and capable of personally preparing tax returns, not just reviewing or assigning tasks.

• Strong proficiency in QuickBooks Online and QuickBooks Desktop.

• Comfortable acting as the main client contact, managing relationships, negotiating fees, addressing service issues, and providing tax and business advisory guidance beyond mere tax preparation.

• Ability to advise clients on LLC versus partnership structuring and decisions regarding entity location.

• Capable of working US Eastern-aligned hours.

• Proficient in Microsoft Office applications.

• Familiarity with UltraTax and Onvio is desirable.

• Mid- to senior-level US tax professional; preference for those with significantly more than five years of experience, ideally 15–20+ years.

• Entrepreneurial, adaptable, and focused on growth.

• Interest in a long-term commitment and expanding leadership responsibilities.

• Experience in fund accounting, private equity, or hedge fund taxation is a bonus.

• Background with Big Four or large accounting firms is a plus.

• Experience in managing client relationships while mentoring and supervising internal team members is advantageous.

• CPA designation is highly preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and continuous learning.

• Flexible work arrangements to promote work-life balance.

• Supportive and collaborative work environment.