Mid-Senior Level Accountant

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

📋 Description

• **Overall purpose and responsibilities of the role:**

• The Senior Level Accountant will deliver comprehensive tax return preparation services as required, or in circumstances where they are not preparing returns, will conduct thorough and final detail reviews/quality assessments of tax returns to ensure compliance with the tax needs of individuals, partnerships, corporations, and estates, along with offering general advisory services.

• **Duties & Responsibilities:**

• **Tax Services**

• - Conducts thorough and final detail reviews of tax returns, focusing on U.S. tax needs and compliance for individuals, partnerships, corporations, and estates, including general advisory services (e.g., 1040, 1065, 1120, 1120S, 1041, 990, 5500), tax projections and planning, tax notices, etc.

• - Provides full-service preparation of tax returns as necessary, or when not engaged in reviewing or managing (e.g., 1040, 1065, 1120, 1120S, 1041, 990, 5500).

• - Completes ad-hoc projects related to clients or internal firm matters, advising small business owners on tax compliance, recordkeeping, and other related issues as necessary.

• - Proactively manages their workload and that of staff, independently tracking deliverables while identifying additional advisory opportunities with current clients.

• - Maintains ongoing communication with clients and manages client relationships as needed.

• **Accounting Services**

• - Supervises the professional accounting and bookkeeping services provided by staff to business owners, executives, and independent professionals, primarily using QuickBooks Online.

• **Firm Support**

• - Aids in the operations of the PH accounting team by creating additional training materials, process documentation, onboarding new team members, and handling special projects.

• - Collects ideas and feedback, collaborating with U.S. and PH colleagues to enhance the operations of the PH team.

⛳️ Requirements

• **Skills & Qualifications:**

• - Bachelor’s degree in Accounting or an advanced degree is preferred.

• - CPA or Enrolled Agent designation is a plus.

• - A minimum of 5 to 10 years of experience in U.S. tax preparation for individuals, partnerships, corporations, and estates.

• - Experience in fund accounting services or any accounting services involving U.S. tax preparation is preferred.

• - Open to newly certified CPA candidates, given they have a robust academic background and demonstrate strong foundational accounting knowledge.

• **Critical Skills & Experience**

• - A proactive “Doer”, not hesitant to get involved.

• - Hands-on approach, not merely delegating deliverables and reports.

• - Experience with Ultra Tax with Onvio or CCH tax software is preferred.

• - Proficient in QuickBooks Desktop/QuickBooks Online.

• - Technologically adept and a proficient user of MS Office tools.

• - Excellent communication skills for sharing ideas and feedback with U.S. and PH colleagues.

• - Eager to learn continuously and not afraid to ask questions.

• - Possesses organizational skills to manage multiple deliverables and deadlines while turning ideas into actionable solutions.

• - Strong logic and reasoning abilities, making them an effective “problem solver”.

• - Comfortable navigating ambiguity and exercising discernment.

• **Ideal Candidate Profile**

• - Looking for long-term career growth and stability.

• - Interested in building a career instead of short-term job transitions.

• - Strong individual contributors who are not initially focused on management roles.

• - Autonomous, capable of independently managing billable client work.

• - Strong communicators with high critical thinking and problem-solving abilities.

• - Comfortable working in ambiguous settings.

🏝️ Benefits

• Competitive salary package.

• Opportunities for professional development and training.

• Supportive work environment fostering career growth.

• Flexible working arrangements.