Compliance Specialist

Summary

Join ConnectOS, a top-rated Philippines employer, and contribute your expertise in sales, use, and cannabis excise tax filings. This role requires 3-5+ years of experience in Use Tax, Sales Tax, and CDTFA reporting, along with strong accounting knowledge and communication skills. You will process tax filings, ensure timely payments, handle entity management, educate clients, and maintain detailed records. Enjoy a competitive salary package, work-from-home flexibility, comprehensive medical and dental coverage, paid leave, and various other benefits. ConnectOS is committed to providing a great work environment and career growth opportunities.

Requirements

• 3-5+ years of experience in Use Tax, Sales Tax, and CDTFA reporting
• Compliance Documentation & Entity Management – Experience handling entity formation, dissolutions, SOS filings, and maintaining business compliance records
• Accounting Knowledge – Understanding of general accounting principles to support accurate tax filings and payment processes
• Communication & Client Support – Ability to educate clients on compliance requirements, liaise with tax agencies, and resolve inquiries effectively
• Organizational & Time Management Skills – Strong ability to manage multiple priorities, meet deadlines, and maintain detailed documentation

Responsibilities

• Process sales, use, and cannabis excise tax filings with the CDTFA and other state/local agencies
• Ensure timely and accurate processing of tax payments on behalf of clients, maintaining clear documentation
• Handle entity formation, dissolutions, maintenance, and change of entity type filings to ensure compliance
• Educate clients on state and local tax regulations, including CDTFA setup and filing processes
• Serve as the primary point of contact for tax agencies, managing inquiries and resolving issues on behalf of clients
• Maintain detailed and organized records of all tax filings, client communications, and compliance actions
• Assist with additional tax, compliance, and administrative tasks as required by managers or supervisors

Preferred Qualifications

• Experience with CDTFA Portal – Hands-on experience setting up and managing CDTFA accounts for clients
• Advanced Accounting Software Skills – Proficiency in tools like QuickBooks, Xero, or other accounting platforms for efficient tax filing and documentation
• Problem-Solving Skills – Ability to identify compliance issues and propose effective solutions proactively
• Experience Handling Multi-State Tax Filings – Understanding of sales and use tax compliance across various state jurisdictions

Benefits

• WFH
• 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
• Regular Company Events, Work Life Balance, and Career growth opportunities