Tax Lead (Remote, for a US-based Client)

Overview

Are you tax professional our firm is looking for – someone who is passionately ready to guide our clients in a maze of the US tax landscapes?

Embrace a unique opportunity to be part of a distinguished accounting firm based in the East Coast of The US as their Tax Lead!

Our US-based client, is an accounting firm whose values mirror the unique qualities of agate stones – emphasizing awareness, confidence, tranquility and adaptability.  They are a group of well-established accounting associates, wealth management advisors, tax associates and more, catering for small to mid-size businesses, law firms and family offices. They walk in their clients’ shoes because they understand the difficulty of running business operations and aligning to the financial data and information.  They are committed to clarity, confidence and comprehensive financial solutions making the complicated simple!

Exciting Perks:

• A competitive and definitely negotiable salary package based on your qualifications, skills and experience
• 20-25 days of leave credits and all PH holidays
• Shift flexibility (as long as there is an overlap with the US team)
• Permanent Work from home set-up
• Full equipment set-up provided (but if you choose to use your own equipment, we can provide support)
• Opportunity for career growth and development
• A working culture that is for its people and clients, fostering a fun yet professional environment and greatly supports work-life balance

The Job:

• Review Tax Returns – Oversee the entire review process which includes evaluating workpapers and tax returns prepared by team members, researching tax regulations, analyzing IRS transcripts for information, supervising and training the team members on the process flow
• Prepare Tax Returns – Handle the full preparation process, from creating workpapers and analyzing client documents, acquiring additional information and preparing tax returns. Self-inspect work prior to submission
• Develop and Implement Processes – Establish and maintain effective processes for tax return preparation and review
  Team Collaboration – Work with team members and discuss project timelines, identify areas for improvement and share & implement best practices
• Compliance Oversight – Ensure all tax filings and practices comply with federal, state and local policies keeping up to date with changes and variations
• Technology Integration – Utilize and recommend technology solutions to enhance tax processes, improve efficiency and streamline work
• Ad hoc Projects – Assist with various projects and tasks as assigned

What we require:

• Bachelor’s degree in Accounting or similar field. We do not require a CPA but if you already are one, you have an edge
• Minimum of 6 years hands-on experience in US Tax with a US accounting or tax firm
• Extensive experience preparing Forms 1040 and 1120S with some working knowledge of Forms 1120 and 1065
• Minimum of 2 years experience supervising tax personnel and reviewing tax returns
• Sufficient working knowledge of Quickbooks Online (QBO) to comfortably make journal entries
• Strong written and verbal communication skills for interacting with clients and team members
• Proficiency in Office 365 including Teams, Excel and Sharepoint
• Familiarity of tax software like Drake, TaxDome and ClickUp – a plus but not required
• Reliable, stable and high-speed internet (of at least 30-50 mbps download and upload)
• A dedicated work space that is private and distraction-free

Application Process: Please send your application to this app/link and alternatively, send your resume to recruitment@go-itsolutions.net with AGATE Tax Lead in the title field. Thank you!