CAS, Tax, Admin

3 days ago


Manila, National Capital Region, Philippines ConnectOS Full time

Salary: P90,000 - 100,000 (Monthly Gross Package)

Schedule: Tuesday to Saturday (4:00 am to 1:00 pm PHT)

What are we looking for?

Skills Required:

  • 3-5 years of recognized bookkeeping or (CAS) Client Accounting Service, Compliance and US Tax
  • Experience with US work papers for tax returns.
  • 3-5+ years SOS filings, sales tax filing, and CDTFA reporting experience
  • Knowledge of US tax laws, regulations and deadlines.
  • QuickBooks Experience: Transactional accounting with QuickBooks experience, a minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop.

What will you do?

  • Monthly client accounting/bookkeeping projects.
  • Maintaining client books as per supervisor instructions.
  • Review Books and projects to ensure quality of the following documentation:
    • Checking Tax Basis of Financials- Cash or Accrual
    • Matching Balance Sheet to prior year tax return
    • Reverse entries for AP, AR, Cash, Credit Cards and Loans
    • Matching Payroll Wages and Payroll Tax to Payroll Tab
    • Ensure bank and credit card accounts have been properly reconciled each month
    • Ensure auto loan accounts have been properly reconciled or adjusted properly.
      • Assist with miscellaneous projects such as: tax vouchers, extensions, Franchise Tax Board project, Assemblies, partner job status meetings- updating jobs in Tax Dome (Compliance), Tax Dome management, entering clients into Lacerte and client folders.
        • Back up for support staff as needed

TAX WORKPAPERS:

  • Responsible for collecting numerous data for tax return from clients.
  • Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and documents related to tax preparation.
  • In this role, you will obtain and review each client's tax information. You will prepare the necessary tax-related documents pertaining to income, expenditures, and other pertinent information.

COMPLIANCE

  • Process tax payments on behalf of clients
  • Compliance responsibilities include: Entity formation, dissolutions and maintenance, change of entity type, SOS filings, and any other compliance work as needed.
  • Compliance tax filings. Filing of sales & cannabis CDTFA reporting. Setting up CDTFA access for Clients. Local tax filings as needed. Thorough work paper documentation for each filing.
  • Communication with taxing agencies on client's behalf.
  • E-file trouble-shooting and resolution.
  • Attend weekly Tax Preparer Meeting
  • Client education with regards to state and local tax compliance
  • Any other administrative, compliance, or tax work as required by firm or managers

Join the awesome team and enjoy these benefits & perks:

  • Home-Based
  • Medical, Dental Coverage and Life insurance from day 1 of employment
  • Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
  • Competitive salary package and annual appraisal
  • Financial Assistance Program
  • Mandatory Government Benefits and 13th Month Pay
  • Complimentary Sleeping Quarters, Coffee at no cost
  • Complimentary Office Fitness and Wellness Facilities at no cost
  • Regular Company Events, Work Life Balance, and Career growth opportunities
  • Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our Client was born out of the evolution of 420 CPA, a pioneering firm in cannabis accounting founded in 2009. Over the years, as the cannabis industry expanded and diversified, so did our approach. Today, our client represents a new chapter, combining the trusted expertise of 420CPA with innovative strategies designed for the future of cannabis finance.

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

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