Are you a seasoned Tax Lead with a knack for problem-solving and a proven track record of delivering exceptional outcomes Do you thrive in environments that balance professionalism with a dash of fun, surrounded by a collaborative and supportive team that fuels your passion for excellence If yes, this opportunity is tailor-made for you! WHAT’S IN IT FOR YOU Competitive salary (depending on skills and experience); 13th month pay; Annual salary increase based on performance; Enjoy 10 days of PTO credits plus 10 PH holidays!; Dayshift schedule: work from 6AM-3PM PH time with some flexibility; Remote opportunity! Work from the comfort of your home with equipment provided!; Full-time role as Independent Contractor (no BPO involvement); Long term opportunity with career growth and advancement; Exciting, relationship-based company that genuinely cares about its people and clients; Embark on a journey with a company that embraces enthusiasm, supports work-life balance, fosters a fun yet professional atmosphere, champions technology, offers flexibility, and values integrity and kindness, all while nurturing collaborative growth and an adaptive mindset CLIENT BACKGROUND Our client is a US-based accounting firm where its ethos reflects the multifaceted qualities of agate stones, embodying values that aim to raise awareness, instill confidence, foster tranquility, and cultivate adaptability. They serve as trusted accountants, tax advisors, and wealth managers, understanding the common struggles faced by business owners who feel disconnected from their financial data and burdened by managing various service providers beyond their expertise. Our client offers a seamless, coordinated approach, providing clarity and peace of mind. With a holistic perspective, they piece together the entirety of their clients’ financial puzzles, sparing them the frustration of navigating multiple advisors and ensuring that nothing essential slips through the cracks. Our client simplifies the financial aspects of their clients’ lives and empowers them to focus on what truly matters. DUTIES AND RESPONSIBILITIES: Tax return review from start to finish. This includes reviewing workpapers prepared by tax staff, reviewing tax returns prepared by tax staff, supervising and training tax staff, researching tax rules, and analyzing IRS transcripts for needed information. Tax return preparation from start to finish. This includes preparing workpapers, analyzing client documents and communications, request needed information from clients, preparing tax returns, and self-review of tax returns before submitting for review. Create and follow processes. Collaborate with the team to discuss project timelines, identify process improvements and implement best practices. Assist in ad-hoc projects and other tasks as assigned QUALIFICATIONS Bachelor’s degree in accounting or a related field. Minimum of 6 years of hands-on experience in US accounting/tax firm. Significant experience preparing Forms 1040 and 1120S and at least some exposure to Forms 1120 and 1065. Minimum 2 years experience in supervising tax staff and reviewing tax returns Sufficient exposure to Quickbooks Online to feel comfortable making journal entries in client QBO files. Proficiency in Microsoft Office 365, specifically Excel, Teams and Sharepoint Exposure to Drake tax software, TaxDome, and ClickUp will be helpful, but not necessary Excellent communication skills, both written and verbal, to effectively interact with clients and internal team members. ADDITIONAL REQUIREMENTS Reliable, stable and high-speed internet access Secluded workstation to ensure a private and distraction free space Data security conscious. We highly value being respectful of our clients’ confidential information DESCRIPTION OF IDEAL CANDIDATE Kind: You are not only highly skilled and competent but also exemplifies kindness in your interactions. You prioritize empathy and understanding, fostering positive relationships with colleagues and clients alike. Critical Thinker : You approach problems with a strategic and analytical mindset. You possess the ability to dissect complex issues, evaluate information impartially, and draw insightful conclusions. Your keen attention to detail allows you to identify underlying patterns and potential pitfalls, enabling you to make well-informed decisions. Independent and Flexible : You have the capacity to take ownership of tasks and projects allowing you to excel in a variety of work settings. You exhibit a flexible and adaptable nature, readily embracing changes and adjusting your approach to meet evolving needs. Highly Organized : You excel at structuring and managing your time, tasks, and resources in a systematic and efficient manner. Proactive and Self-Starter: You thrive in taking initiative and driving projects forward. With a natural inclination for proactivity, you don’t wait for instructions but instead anticipate needs and seize opportunities. Communicative and Collaborative : You have a natural inclination for open dialogue, contribute actively to group discussions, share ideas seamlessly, and build positive relationships with team members. Are you the Tax Lead we’ve been looking for If you’re ready to seize this incredible opportunity, don’t hesitate! Submit your application now!
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