Accountant

Location: Philippines
Work Arrangement: Work from home
Work Hours:
9 AM – 6 PM Eastern Standard Time, follows Philippine holidays

The Role:

The Accountant is responsible for performing a variety of accounting-related functions for the client, such as processing tax returns, coordinating the collection of required documents and information, bookkeeping, research, reconciliation, and budgeting.

Essential Functions:

  • Prepare the following Tax Returns:
    • Personal Tax Return
      • Prepare workpapers using firm order of file
      • Use firm templates for auto, sch D, foreclosures, etc.
    • Business Tax Returns
      • Prepare workpapers using firm order of file
      • Use firm templates for auto, M-1 reconciliation, etc.
      • Review client books and make adjustments for year-end
      • Recognize and make journal entries for M-1 Adjustments
      • Prepare Depreciation Schedule
      • Prepare Uniform capitalization Workpapers
      • Prepare construction client workpapers- completed contract/percentage of completion
      • Use Engagement for Tax trial balance
    • Contact client for information or documents required to complete returns
    • Conduct independent research of all necessary laws prior to submitting return to reviewer
    • Prepare tax return within budget and be able to access if additional time is warranted
    • Provide reviewer with a complete and accurate return to avoid open items
    • Prepare the following tax projections and planning tasks for clients:
      • Determine tax liability
      • Salary requirements
      • Payroll Liabilities
      • Determine estimated payments
    • Handle correspondences with IRS and state agencies and teleconferences and perform the following tasks:
      • Prepare payment plan paperwork
      • Prepare Powers of Attorney
      • Prepare S Election
      • Prepare SS-4
      • Prepare State registrations
    • Perform external bookkeeping and perform the following relevant tasks:
      • Adjust balance sheet after tax returns completed
      • Handle year-end adjustments
      • Provide internal and external QuickBooks support for our clients
      • Collect tax return information for tax preparer
    • Review all monthly and quarterly bookkeeping and perform the following relevant tasks:
      • Update bookkeeping and payroll lists to show that clients work is completed in timely manner
      • Prepare W-2s W-3s 1099 1096 at year end firm procedures
    • Adhere to all firms’ policy and procedures
    • Work within budgets or be able to access project and additional hours required
    • Enter time in practice daily at a minimum or as project completed
    • Meet with tax manager to review progress of priorities, budget, and weekly work plan

Qualifications:

  • Bachelor’s degree in Accounting or Finance-related field 
  • Proficient in tax and accounting software/tools such as: Microsoft Word, Excel, QuickBooks, CCH Access/ProFX Tax, Intelliconnect Tax Research, Intelliforms, Tax Tools, CFS Payroll, Practice Management Time Entry, Accounting Research, PFX Tax Planning, Proseries Tax Planner, CCH Engagement External Bookkeeper  
  • Being a certified public accountant is an advantage, but not a must 
  • Excellent grasp of all Microsoft 365 applications 
  • Excellent verbal and written communication skills 
  • Aptitude in data management, analytics, and reporting preparation 
  • Ability to function in an autonomous environment—independent worker, self-directed 

Apply Now!

Scroll to Top