About the role

Our client is a U.S.-based CPA firm seeking an experienced and proactive Tax Preparer / Project Manager based in the Philippines. This role is ideal for someone who has prior experience working in a U.S. tax firm and has a strong understanding of both tax preparation and accounting fundamentals.

You will own the pre-tax preparation process, including reviewing incoming tax documents, organizing client files, preparing tax workpapers, entering data into CCH Axcess Tax, coordinating with PH-based bookkeepers, managing fixed assets, and ensuring all supporting schedules are complete, accurate, and ready for U.S. CPA review.

Required Qualifications

• 5+ years of U.S. tax preparation experience
• CPA license highly prioritized (not required)
• Hands-on experience with the following tools:
• CCH Axcess Tax
• CCH Fixed Assets
• SmartVault
• Karbon or other practice management ...