Tax Admin & Compliance

Summary

Join ConnectOS, a top-rated Philippines employer, and enjoy a rewarding career as a Bookkeeper/Compliance Specialist. This home-based position offers a competitive salary (P90,000-100,000 monthly gross package) and comprehensive benefits. You will handle monthly client accounting, maintain client books, review projects for quality, and assist with miscellaneous projects. Responsibilities also include tax workpapers, compliance tasks (such as processing tax payments and filings), and client communication. The ideal candidate possesses 3-5 years of bookkeeping or CAS experience, US tax knowledge, and QuickBooks proficiency. ConnectOS provides medical, dental, and life insurance, paid leave, and various other perks.

Requirements

• Possess 3-5 years of recognized bookkeeping or (CAS) Client Accounting Service, Compliance and US Tax experience
• Have experience with US work papers for tax returns
• Have 3-5+ years SOS filings, sales tax filing, and CDTFA reporting experience
• Possess knowledge of US tax laws, regulations and deadlines
• Have QuickBooks Experience: Transactional accounting with QuickBooks experience, a minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop

Responsibilities

• Perform monthly client accounting/bookkeeping projects
• Maintain client books as per supervisor instructions
• Review Books and projects to ensure quality of the following documentation: Checking Tax Basis of Financials- Cash or Accrual, Matching Balance Sheet to prior year tax return, Reverse entries for AP, AR, Cash, Credit Cards and Loans, Matching Payroll Wages and Payroll Tax to Payroll Tab, Ensure bank and credit card accounts have been properly reconciled each month, Ensure auto loan accounts have been properly reconciled or adjusted properly
• Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project, Assemblies, partner job status meetings- updating jobs in Tax Dome (Compliance), Tax Dome management, entering clients into Lacerte and client folders
• Provide backup for support staff as needed
• Be responsible for collecting numerous data for tax return from clients
• Prepare, process, and maintain paperwork related to all aspects of the accounting cycle, culminating in the preparation and documents related to tax preparation
• Obtain and review each client’s tax information. Prepare the necessary tax-related documents pertaining to income, expenditures, and other pertinent information
• Process tax payments on behalf of clients
• Handle compliance responsibilities including: Entity formation, dissolutions and maintenance, change of entity type, SOS filings, and any other compliance work as needed
• Perform compliance tax filings. File sales & cannabis CDTFA reporting. Set up CDTFA access for Clients. Handle local tax filings as needed. Ensure thorough work paper documentation for each filing
• Communicate with taxing agencies on client’s behalf
• Troubleshoot and resolve e-file issues
• Attend weekly Tax Preparer Meeting
• Educate clients with regards to state and local tax compliance
• Perform any other administrative, compliance, or tax work as required by firm or managers

Benefits

• Home-Based work
• 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
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities