US Senior Tax Preparer

About the role

Our client is a U.S.-based CPA firm seeking an experienced and proactive Tax Preparer / Project Manager based in the Philippines. This role is ideal for someone who has prior experience working in a U.S. tax firm and has a strong understanding of both tax preparation and accounting fundamentals.

You will own the pre-tax preparation process, including reviewing incoming tax documents, organizing client files, preparing tax workpapers, entering data into CCH Axcess Tax, coordinating with PH-based bookkeepers, managing fixed assets, and ensuring all supporting schedules are complete, accurate, and ready for U.S. CPA review.

Required Qualifications

• 5+ years of U.S. tax preparation experience
• CPA license highly prioritized (not required)
• Hands-on experience with the following tools:
• CCH Axcess Tax
• CCH Fixed Assets
• SmartVault
• Karbon or other practice management systems
• QuickBooks Online and/or Xero
• Strong understanding of:
• Financial statements and reconciliations
• Tax workpaper structure and documentation standards
• Fixed assets and depreciation schedules
• 1099 reporting and tangible asset filings
• Excellent written and verbal English communication skills
• Reliable internet connection and a quiet, professional work environment
• Strong attention to detail with a high level of ownership and accountability
• Ability to work independently with minimal supervision

Nice to have

• Experience working directly with U.S. CPAs or tax managers
• Familiarity with U.S. payroll and benefits platforms (e.g., Gusto, ADP)
• Experience in Excel-based financial modeling for tax planning or cash flow analysis

What We Offer

• Competitive salary: $2,000/month
• Fully remote work setup
• Paid Philippine holidays
• Long-term, stable employment with growth opportunities
• Supportive U.S.-based firm with clear systems, processes, and expectations

Please Do Not Apply If

• You only have experience with 1040s or basic data entry work
• You have not prepared 1120S or 1065 returns end-to-end
• You are not comfortable using CCH Axcess or preparing tax workpapers
• You are not confident reviewing financial statements and performing tie-outs

Additional Details

Job Type: Full-time

Work Location: Remote

Experience Requirements

• Team Management: 2+ years (required)
• U.S. Tax Preparation: 3+ years (required)
• QuickBooks: 3+ years (required)