Tax Accountant (US Tax Accounting Firm, Home-based)
ConnectOS
- Mandaluyong City, Metro Manila
- Permanent
- Full-time
- Bachelor Degree in Accounting, Finance or related field of study.
- 3-5 years of recognized bookkeeping or (CAS) Client Accounting Service.
- QuickBooks Experience: Transactional accounting with QuickBooks experience, a minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop.
- Bookkeeping Experience: Proficient in QuickBooks, ability to navigate various workflows including A/R, A/P, payroll, sales tax, journal entries, financial reporting, 3rd party apps integration, banking and credit card reconciliations.
- Knowledge of US tax laws, regulations and deadlines.
- CPA license.
- Some knowledge of accounting and tax in cannabis industry.
- Strong knowledge and familiarity of US Tax preparation (Business and Personal returns).
- Bookkeeping certification.
- Credentials/Certifications: QuickBooks Online Pro Certification or QuickBooks Online Advanced Certifications are preferred.
- Monthly client accounting/ bookkeeping projects.
- Maintaining client books as per supervisor instructions.
- Review CAS projects to ensure quality of the following documentation:
- Checking Tax Basis of Financials- Cash or Accrual
- Matching Balance Sheet to prior year tax return
- Reverse entries for AP, AR, Cash, Credit Cards and Loans
- Matching Payroll Wages and Payroll Tax to Payroll Tab
- Ensure bank and credit card accounts have been properly reconciled each month.
- Ensure auto loan accounts have been properly reconciled or adjusted properly.
- Analyze balance sheet comparisons and identify any document differences.
- Verify items under $1K are not capitalized to fixed assets.
- Present Revenue variances to Managing Partner for solution.
- Present variances in Tax Payable to Managing Partner for solution.
- Complete Tax Workpaper allocations on P & L.
- Customer Service and communication with Client as needed.
- Refresh and ensure accuracy of the following Workpapers:
- A03 Payroll tab
- U01 Revenue Tab
- C01 Cash Tab
- K01 Tab (Credit Card, Auto Loans and Tax Payable)
- Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project,
- Assemblies, partner job status meetings- updating jobs in Office Tools (Compliance), Office Tools management, entering clients into LaCerte and client folders.
- Tax Return to pull missing data report from Lacerte for individual tax return for the tax team.
- Back up for support staff as needed.
- Home-based
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Complimentary Sleeping Quarters, Coffee at no cost
- Complimentary Office Fitness and Wellness Facilities at no cost
- Regular Company Events, Work Life Balance, and Career growth opportunities
- Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA