Jr. Tax Compliance Associate

Summary

Join Collective, a company redefining how solo businesses operate, as a US Jr. Tax Compliance Associate. You will play a crucial role in ensuring Collective's members accurately file their taxes. Responsibilities include analyzing financial records, minimizing tax liabilities, preparing tax forms, staying updated on tax regulations, and collaborating with team members. This position requires a bachelor's degree in a related field, at least one year of tax preparation experience or two years of bookkeeping experience, proficiency in accounting software, and excellent communication skills. Collective offers a fully remote work environment, competitive salary, paid time off, a home office budget, wellness bonuses, performance bonuses, team events, employee healthcare benefits, and paid parental leave.

Requirements

• Bachelor's degree (or equivalent) in accounting, finance, or related field
• At least a year of experience in tax preparation (PH, US, AU) or 2+ years experience in end-to-end bookkeeping using an online accounting software
• Experience in tracking and analyzing data using accounting software such as Microsoft Excel or Intuit QuickBooks Online, Xero, or Hurdlr cloud accounting software
• Excellent verbal and written communication skills
• Strong attention to details
• Ability to meet tight deadlines and manage time effectively
• Exemplary finance-related skills and experience
• Ability to work within a team to assist in preparation of accurate tax returns in a timely manner
• Experience working in a fast-paced environment
• Extremely detail oriented, able to work under pressure and to meet strict deadlines

Responsibilities

• Organize and analyze clients’ financial information
• Take advantage of opportunities to minimize tax liability through deductions
• Prepare necessary forms for filing taxes - 1040 and 1120S
• Keep abreast of current IRS and state and local tax rules and regulations and ensure full compliance
• Create additional documentation when necessary, including tax forecasting reports for internal review
• Collaborate with team members in communicating tax strategies to co-workers in other departments
• Maintain accurate database of tax records
• Remain up to date on industry developments
• Provide tax preparation, tax audit support and tax planning year round
• Build year-round client relationships

Preferred Qualifications

Knowledge of applicable US tax codes, laws, and regulations

Benefits

• 100% WFH (work from home)
• A diverse and collaborative team culture
• Competitive base salary
• Philippine holidays observed + 15 Annual Leave + 9 Sick Leave
• Php 21,700 home office budget
• General Wellness Bonus $600 annually
• Performance bonus (if applicable)
• Team events, virtual gatherings
• Employee healthcare benefits
• Paid parental leave