990/ Estate/ Trust Tax Specialist

The Company

Del Playa Group (DPG) is a U.S.-based professional services firm specializing in accounting, audit, finance and audit solutions for businesses and CPA firms. We help clients expand capacity, strengthen controls, and elevate performance by offering three pillars: fractional CFO advisory, top offshore talent, and transformative technology.

Headquartered in Orange County, California, DPG was founded through the strategic merger of NS Auxilium, MN Advisory Services, and Devine Financial Solutions. At Del Playa Group, our mission is simple: "Help audit and finance teams do more with less, without compromising quality and control."

The Role

We are seeking a highly skilled Senior Tax Associate to join our CPA firm. This individual will take ownership of complex tax engagements, with a focus on nonprofit tax compliance (Form 990 series), trust taxation, and estate tax returns. The ideal candidate will bring deep technical knowledge, exceptional attention to detail, and the ability to manage client relationships with professionalism and confidence.

Key Responsibilities

· Prepare and review complex tax returns for individuals, corporations, partnerships, and other entities.

· Prepare and review Form 990 and 990-PF for nonprofit organizations, ensuring compliance with IRS regulations.

· Handle trust and estate tax returns (Forms 1041, 706, 709) including high-net-worth and multigenerational wealth clients.

· Conduct research on complex federal and state tax issues, including tax planning opportunities for trusts, estates, and exempt organizations.

· Collaborate with Partners and Managers on tax strategies and client advisory projects.

· Assist clients with IRS/state notices, audits, and inquiries as needed.

· Maintain up-to-date knowledge of current tax laws, regulations, and developments relevant to nonprofit, trust, and estate taxation.

· Build strong relationships with clients by delivering timely, high-quality service and proactive communication.

Minimum Qualifications

· CPA license (preferred) or EA designation; Master's in Taxation is a plus.

· 5–10 years of progressive tax experience in a CPA firm or similar professional environment.

· Demonstrated expertise in Form 990, trust, and estate tax compliance.

· Strong knowledge of federal and state tax regulations related to nonprofit, fiduciary, and estate matters.

· Proficiency in tax preparation software (e.g., CCH Axcess, ProSystem fx, GoSystem, or similar).

· Excellent research, analytical, and problem-solving skills.

· Strong organizational and time-management abilities with the capacity to manage multiple deadlines.

· Effective communication skills, both written and verbal, with the ability to present technical information clearly to clients.

Key Attributes for Success

· Excellent communication skills, both verbal and written

· Ability to prioritize, organize, manage time, and work independently to meet deadlines

· Ability to focus on small details and high-level strategic projects,

· Strong analytical, organizational, attention to detail, problem-solving, and leadership skills,

· Excellent interpersonal skills and ability to collaborate across multiple functional areas

· High degree of professionalism and tact in dealing with internal and external partners

Perks and Benefits

· U.S. CPA Exam Support: Reimbursement for review courses and exam fees upon successful completion.

· Professional Development: Structured training, mentorship, and ongoing exposure to U.S. audit tools and practices.

· Career Growth: Clear progression path from Associate to Senior roles, with performance-based evaluations.

· Global Exposure: Collaborate with U.S. engagement teams and gain international experience in public accounting.

· Work Flexibility: Remote setup with collaboration tools to stay connected and supported.

Location: Remote

Job Types: Full-time, Permanent

Pay: Php120, Php160,000.00 per month

Benefits:

• Company Christmas gift
• Health insurance
• Pay raise
• Work from home

Education:

• Bachelor's (Required)

Experience:

• tax: 7 years (Required)

Language:

• English (Required)

License/Certification:

• CPA or equivalent tax certifications (Required)

Location:

• Remote (Required)

Work Location: Remote