Senior Financial Services Advisor

1 week ago

Hagonoy, Central Luzon, Philippines beBeeTax Full time ₱776,725 - ₱1,072,185
US Tax Specialist

Job Title: US Tax Specialist

We are seeking a dedicated and experienced tax professional who is an Enrolled Agent (EA) with expertise in QuickBooks Online Accountant (QBO), bookkeeping, ProConnect Tax, and U.S. sales tax filings.

This role focuses on accurate tax preparation and compliance, including federal, state, local, and sales tax filings. Our ideal candidate has at least 2 years of experience in each of these areas and aligns with our core values of being Happy, Hungry, Helpful, and Humble.

Key Responsibilities:

  • Tax Preparation & Filing: Accurately prepare and file federal, state, and local tax returns for individuals and businesses using ProConnect Tax, ensuring compliance with applicable laws.
  • Sales Tax Filings: Manage and file U.S. sales tax returns across various jurisdictions, ensuring timely and accurate submissions.
  • QuickBooks Online Management: Maintain clients' financial records in QBO Accountant, including reconciliations, transaction categorization, and troubleshooting discrepancies.
  • Bookkeeping: Perform routine bookkeeping tasks such as accounts payable/receivable management, reconciliations, and preparation of financial reports.

Qualifications:

  • Enrolled Agent (EA) credential, in active standing.
  • At least 2 years of experience in QuickBooks Online Accountant (QBO).
  • Bookkeeping, including reconciliations and financial reporting.
  • ProConnect Tax for preparation and filing.
  • U.S. sales tax filings, covering multiple jurisdictions.
  • Strong understanding of federal, state, local, and sales tax laws and filing requirements.

The successful candidate will have excellent communication and organizational skills, with the ability to work independently and manage multiple deadlines.

Bonus Points:

  • Familiarity with other accounting software, such as Xero or Sage.
  • Experience with cloud-based platforms and collaboration tools.
  • Professional certifications, such as CPA or CMA.

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