ROLE SUMMARY

Our client is seeking a skilled and detail-oriented Tax Accountant to prepare and review tax returns for individuals, partnerships, corporations, and other entities. The ideal candidate will have a strong understanding of tax laws and regulations, excellent analytical skills, and the ability to communicate complex information clearly and effectively.

The accountant will be responsible for various accounting tasks, including maintaining accurate financial records, preparing journal entries, reconciling accounts, and assisting with month-end and year-end closing processes. The ideal candidate will have a strong understanding of accounting principles and be able to compile accounting and financial reports for the client. They will play a key role in ensuring our clients' tax compliance and providing valuable planning advice.

WORK SCHEDULE: 9:00 AM – 6:00 PM Eastern Daylight Time (9:00 PM – 6:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS:

• Prepare and review federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
• Conduct tax research and stay up to date on changes in tax laws and regulations
• Assist with tax planning and provide proactive tax advice to clients
• Respond to client inquiries and resolve tax-related issues
• Maintain accurate and organized client records
• Assist with tax audits and represent clients before tax authorities
• Collaborate with team members to ensure the timely and accurate completion of client projects
• Participate in professional development activities to enhance tax knowledge and skills
• Utilize tax software and other relevant technology efficiently
• Prepare and record journal entries for various transactions
• Reconcile bank statements, credit card statements, and other balance sheet accounts
• Assist with the month-end and year-end close processes, including preparing financial statements
• Assist with the preparation of financial statements and other accounting tasks as needed

QUALIFICATIONS:

• A bachelor's degree in Accounting, Finance, or a related field
• Enrolled Agent (EA), Certified Public Accountant (CPA), or working towards CPA certification is preferred
• 1-4 years of experience in public accounting, with a focus on tax preparation and planning
• Strong knowledge of federal, state, and local tax laws and regulations
• Experience with specific industry tax regulations is preferred
• Experience with tax planning for high-net-worth individuals or complex business structures is also preferred
• Proficiency in tax preparation software
• Advanced knowledge of tax research databases (e.g., Checkpoint, RIA)
• Strong Excel skills would be an advantage
• Excellent analytical, problem-solving, and organizational skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Detail-oriented with a high degree of accuracy
• Experience with client interaction and management

Please refer to job description.