US Tax Accountant Philippines

Location: Philippines (100% Remote)

Employment Type: Full-time Independent Contractor (exclusive commitment)

Compensation: $1,800–$2,900 USD per month (commensurate with experience and skills)

About The Job

Be the expert clients trust at the moment it matters most—tax time. As a US Tax Accountant (or Tax Manager, depending on experience), you’ll prepare and review complex returns, lead smart tax planning, and turn dense regulations into practical guidance. You’ll collaborate with US-based teams, mentor junior staff, and help modernize how small businesses and CPA firms handle compliance and advisory.

Note: This is a full-time independent contractor role. Exclusivity is required—no part-time or freelance work once hired.

About The Role

You’ll own the work that keeps leaders calm and compliant: multi-entity 1040/1065/1120/1120-S preparation & review, clear planning memos, airtight workpapers, and timely sign-offs. You’ll spot elections, credits, and apportionment issues before they become problems, then explain them in plain English. You’ll sharpen playbooks—checklists, review notes, and close calendars—so every busy season feels a little less busy.

What You’ll Do

Deep-Dive: Tax Preparation & Review

• Own tax intake end-to-end: Drive organizers, smart document requests, and kickoff calls; map client TBs and prior-year returns to this year’s workplan.
• Entity expertise (1065/1120/1120-S):
• Build and review K-1s, capital accounts, partner/shareholder basis and at-risk
• Evaluate
• 199A (QBI) eligibility and limitations; document wage/UBIA computations.
• Assess reasonable compensation for S-corp shareholder-employees.
• Individual returns (1040):
• Prepare clean Schedules A/B/C/D/E, Form 4797, 6252 (installment sales), passive activity loss and basis tracking, 1099-B reconciliations, wash sale checks.
• Roll forward carryforwards (NOL, capital loss, AMT credits) and manage ES payments/safe harbors.
• Multi-state & SALT: Calculate apportionment (sales/payroll/property), manage nexus updates, composite/non-resident returns, and PTE/SALT cap workaround elections where applicable.
• Credits & elections: Surface and document opportunities (R&D for eligible filers, 179/bonus choices, accounting method changes, late elections relief memos).
• Fixed assets & depreciation: Maintain Form 4562 schedules, asset ledgers, and disposal/partial disposition rules; reconcile book vs tax depreciation.
• Quality & sign-off: Build audit-ready workpapers with clear tick marks, review notes, and support; manage e-file submissions, acknowledgments, and extensions.
• Notices & follow-through: Draft concise responses to IRS/state notices, set reminders for follow-ups, and keep clients calm with clear options and timelines.
• Calendar discipline: Own busy-season checkpoints (intake → prep → review → client Q&A → e-file) and off-season planning (estimates, projections, method changes).
  
  

Client Collaboration

• Join standing calls, summarize impacts (cash, rate, timing), and deliver one-page takeaways leaders can act on. Translate code citations into business decisions.
  
  

Workflow & Process Improvement

• Standardize SOPs, checklists, and review gates; set up rules/automations in tax and accounting tools to reduce manual steps; capture wins in a living playbook.
  
  

Data Integrity

• Keep folders organized, naming consistent, and documentation complete so any reviewer (or auditor) can follow your trail quickly.
  
  

What You’ll Bring

• Bachelor’s degree in Accounting, Finance, or a related discipline
• 3+ years US Tax experience preparing and reviewing 1040, 1065, 1120, 1120-S.
• Strong command of US federal & state tax rules; comfort with GAAP and IRS procedures.
• Tax Software Proficiency: ProConnect, UltraTax, Drake, Lacerte (or similar).
• Cloud-first toolkit: QuickBooks Online, Xero; strong Excel/Google Sheets skills (lookups, pivots).
• Communication: Confident written/spoken English; client-facing presence.
• Time-zone alignment: Comfortable working US business hours
• Nice-to-have (but not required):
• HNW 1040s (K-1s, Sched C/E), multi-state, consolidated or international exposure (GILTI/FTC).
• Form 990 (nonprofits) and Form 1041 (Estates & Trusts) experience or familiarity
  

The Ideal Candidate

• You’re detail-obsessed but practical—you know when to go deep and when to move.
• You can explain tough topics (basis,
• 199A, depreciation methods) without jargon.
• You thrive in busy seasons because your SOPs, checklists, and calendars are dialed in.
• You enjoy coaching others and raising the quality bar.
• You look for automation and small process wins that compound over time.
  
  

Compensation & Perks

• Monthly pay in USD: $1,800–$2,900 based on experience & scope.
• Permanent WFH with company-provided equipment (laptop, monitor, accessories).
• 15 days PTO annually + Philippine holidays off.
• Exposure to diverse US industries and modern tax stacks.
• Supportive, documentation-first culture with clear review standards.
  
  

Contract Status & Exclusivity

Full-time independent contractor based in the Philippines. Exclusive commitment required—no part-time or freelance engagements after hire. Conflict-of-interest checks may apply.

How We Work

• Quality-first: Review notes, standardized workpapers, and tidy supporting schedules every time.
• Security: MFA, least-privilege access, and secure file sharing are non-negotiable.
• Collaboration: Slack/Zoom/Teams standups, shared task boards, and predictable review cycles.
  
  

Application Process

• Application & Prescreening
• Skills & Aptitude Assessment
• Profile and Pre-interview Preparation
• Client Interview
• Employment Offer and Onboarding
  
  

Ready to take the next step? Your next big career move starts here!

Click below to send your application and begin your journey with CAS:

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