Tax Operations Support

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

📋 Description

• Assist in the daily tax operations for a portfolio of investment funds.

• Aid in the preparation, filing, and organization of U.S. federal and state tax returns, including extensions.

• Support information reporting processes, encompassing the preparation and filing of Form 1099.

• Monitor, organize, and assist in responding to federal and state tax notices.

• Execute tax-related operational tasks related to fund accounting, including the recording and reconciliation of transactions from a tax perspective.

• Maintain and update tax data for clients and funds across various systems, including historical data cleanup.

• Prepare and organize tax documentation and workpapers.

• Collaborate with internal teams to gather necessary information for tax compliance and reporting.

• Interpret and apply IRS forms, instructions, and guidance to support tax operations.

• Contribute to process enhancements and documentation as the tax team expands.

• Report to the Tax Manager and work alongside tax, fund accounting, finance, legal, and operations teams.

⛳️ Requirements

• 1–4 years of experience in accounting, tax, fund administration, or a similar role (internships are considered).

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• Fundamental understanding of federal and state tax concepts.

• Interest in partnership taxation and investment fund structures.

• Excellent organizational skills with a keen attention to detail.

• Capability to manage multiple tasks and deadlines with appropriate guidance and support.

• Strong written and verbal communication abilities.

• Comfort with working and learning new systems and tools.

• Availability to overlap with US business hours for team collaboration, period-end closes, and cross-functional coordination.

• CPA eligibility or progress toward certification is advantageous, though not mandatory.

🏝️ Benefits

• Competitive salary tailored for the Philippines market.

• Fully remote work setup.

• Flexible working hours (6 am - 3 pm Philippines time).

• Comprehensive training and continuous professional development.

• Opportunity to gain expertise in US investment fund accounting.

• Supportive team environment with well-defined processes and documentation.

• Stable, long-term employment with a growing fund administration firm.