Senior Tax and Fulfillment Manager
4 hours ago
Join our dynamic team at Advanced Accounting and take the lead in managing tax compliance, client communication, and fulfillment processes.
Duties & Responsibilities
- Lead and oversee tax preparation & review (individual, business, trust, and nonprofit returns).
- Review client books and financial statements; assist with bookkeeping corrections.
- Manage client communications, ensuring timely responses to questions and notices.
- Monitor TaxDome pipelines, Trello tasks, and workflow tools to ensure smooth operations.
- Review and resolve rejected returns, extensions, tax estimates, and 1099 forms.
- Supervise and support the Concierge and bookkeeping staff with client and admin tasks.
- Create new processes, pipelines, and workflows for efficiency and accuracy.
- Propose improvements in spreadsheets, reporting, and internal coordination.
- Act as the point of escalation for tax-related inquiries and client situations.
Qualifications
- CPA license or Enrolled Agent (EA) is a plus
- Minimum 5+ years of progressive tax preparation experience.
- Strong background in business advisory, client management, and fulfillment workflows.
- Knowledge of U.S. tax laws and compliance (federal & state).
- Experience with TaxDome, Drake, QuickBooks/Xero, or similar platforms a plus.
- Excellent organizational, leadership, and communication skills.
- Ability to work independently and collaboratively with offshore/onshore teams.
Job Type: Full-time
Pay: Php80, Php100,000.00 per month
Work Location: Remote
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