US Senior Tax Preparer

About the role
Our client is a U.S.-based CPA firm seeking an experienced and proactive Tax Preparer / Project Manager based in the Philippines. This role is ideal for someone who has prior experience working in a U.S. tax firm and has a strong understanding of both tax preparation and accounting fundamentals.
You will own the pre-tax preparation process, including reviewing incoming tax documents, organizing client files, preparing tax workpapers, entering data into CCH Axcess Tax, coordinating with PH-based bookkeepers, managing fixed assets, and ensuring all supporting schedules are complete, accurate, and ready for U.S. CPA review.
Required Qualifications
5+ years of U.S. tax preparation experience
CPA license highly prioritized (not required)
Hands-on experience with the following tools:
CCH Axcess Tax
CCH Fixed Assets
SmartVault
Karbon or other practice management systems
QuickBooks Online and/or Xero
Strong understanding of:
Financial statements and reconciliations
Tax workpaper structure and documentation standards
Fixed assets and depreciation schedules
1099 reporting and tangible asset filings
Excellent written and verbal English communication skills
Reliable internet connection and a quiet, professional work environment
Strong attention to detail with a high level of ownership and accountability
Ability to work independently with minimal supervision
Nice to have
Experience working directly with U.S. CPAs or tax managers
Familiarity with U.S. payroll and benefits platforms (e.g., Gusto, ADP)
Experience in Excel-based financial modeling for tax planning or cash flow analysis
What We Offer
Competitive salary: $2,200 - $3000/month
Fully remote work setup
Paid Philippine holidays
Long-term, stable employment with growth opportunities
Supportive U.S.-based firm with clear systems, processes, and expectations
Please Do Not Apply If
You only have experience with 1040s or basic data entry work
You have not prepared 1120S or 1065 returns end-to-end
You are not comfortable using CCH Axcess or preparing tax workpapers
You are not confident reviewing financial statements and performing tie-outs
Additional Details
Job Type: Full-time
Work Location: Remote
Experience Requirements
Team Management: 2+ years (required)
U.S. Tax Preparation: 3+ years (required)
QuickBooks: 3+ years (required)

Work arrangement
No