Director, US Tax & Accounting (Philippines-Based)

Core Responsibilities:

The Director, US Tax & Accounting will oversee tax return preparation and review for individuals (Forms 1040), partnerships (Forms 1065), S-Corporations (Forms 1120-S), and C-Corporations (Forms 1120). Key duties include:

• Reviewing and managing tax returns for compliance and accuracy.
• Preparing full-service tax returns for clients.
• Providing tax projections, planning, and handling notices.
• Handling estate tax (1041), nonprofit tax (990), and employee benefit plan returns (5500) (on-the-job training available).
• Focusing on compliance-driven work for small business clients.
• Offering tax planning support (10–15% of time, especially year-end).

Tax Supplemental & Accounting Services:

• Managing accounting/bookkeeping services for business owners.
• Overseeing financial records, transactions, and reporting using QuickBooks Online/Desktop.
• Providing light oversight of bookkeeping activities.

Firm Support:

• Acting as a Tax Partner and primary client contact.
• Managing client relationships and support staff.
• Serving as a trusted advisor for tax compliance and advisory support.
• Streamlining operations and training junior staff.
• Mentoring junior team members and setting high standards.
• Taking on leadership responsibilities with strategic growth opportunities.
• Advising clients on tax compliance, financial records, and structuring (e.g., LLC vs. partnership).
• Tracking deliverables and identifying advisory opportunities.
• Supporting overseas-based leadership growth.

Requirements:

• Education: Bachelor’s degree in Accounting (advanced degree preferred).
• Experience: Minimum 5 years of US tax experience (preference for 15–20+ years).
• Technical Skills: Hands-on experience with Forms 1040, 1065, 1120, 1120-S.
• QuickBooks: Strong proficiency in QuickBooks Online/Desktop.
• Client Management: Ability to handle client relationships, negotiate fees, and resolve issues.
• Hours: US Eastern-aligned (8:00 AM–4:00 PM EST, flexible start times).
• Tech Skills: Microsoft Office proficiency; familiarity with UltraTax/Onvio preferred.

Ideal Candidate:

• Mid-to-senior-level US tax professional with entrepreneurial mindset.
• Long-term commitment to leadership growth.

Nice-to-Haves:

• Experience in fund accounting, private equity, or hedge fund taxation.
• Background from Big Four or large accounting firms.
• CPA designation strongly preferred.