Taxation Expert with Financial Planning Experience

2 days ago

Pasay, National Capital Region, Philippines beBeeAccountant Full time ₱40,000 - ₱60,000

We are seeking a Taxation Expert to join our team. In this role, you will be responsible for preparing and filing tax returns, supporting internal accounting functions, and acting as a liaison between internal teams and outsourced staff.

Responsibilities:
  • Prepare and file accurate and timely federal, state, and local tax returns, including Forms 1040, 1120, 1120S, and 990.
  • Closely collaborate with internal accounting staff to ensure accuracy of data and supporting documentation for tax filings.
  • Review trial balances, fixed asset schedules, and supporting reports for compliance and completeness.
  • Communicate directly with clients via clear, professional, and grammatically correct emails.
  • Supervise and manage outsourced staff, including assigning tasks and reviewing deliverables.
  • Conduct ongoing tax research to stay current with federal and state tax regulations.
  • Assist with quarterly estimated tax calculations and annual tax planning.
  • Support internal audits and compliance reviews as needed.
Required Skills and Qualifications:
  • Bachelor's degree in accounting, finance, or related field.
  • 3-4 years of bookkeeping experience with strong general ledger knowledge.
  • 2-4 years of tax return preparation experience (Forms 1040, 1120, 1120S, 990).
  • Proficiency in UltraTax and Fixed Assets CS.
  • Experience using Soroban or Stanford Tax platforms.
  • Excellent written communication skills with the ability to draft clear and professional client correspondence.
  • Strong Excel skills (pivot tables, formulas, formatting, etc.) for reporting and analysis.
  • Demonstrated ability to manage and delegate tasks to outsourced team members.
  • High attention to detail and ability to meet strict deadlines.
Benefits:
  • Full remote setup
  • Mondays to Fridays EST
Additional Details:
  • Mid-Senior level
  • Full-time employment
  • Accounting/Auditing and Finance job function
  • Outsourcing and Offshoring Consulting industry

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