View all jobs

US Tax Senior Associate

  • Makati, NCR

Position Overview

The US Tax Senior Associate will be a pivotal member of our tax team, providing leadership and expertise in delivering high-quality tax preparation services to our clients. This role requires a strong foundation in US taxation principles, advanced technical skills, and the ability to lead and deliver high-quality output in a collaborative environment.

Key Responsibilities

  • Prepare complex US individual and business tax returns—including Form 1040, Form 1065 partnerships, S-corporations, and C-corporations—with increasing ownership of return preparation and review readiness. Review returns and provide recommendations for tax savings opportunities.

  • Identify technical issues across various projects and present appropriate suggestions to mitigate them. Research current tax legislation across different US states to ensure compliance with federal, state, and local regulations.

  • Prepare templates to document tax-related data and maintain database quality by regularly monitoring information and following up with relevant internal stakeholders.

  • Assist in developing training content, provide on-the-job training to new employees, and supervise, train, and mentor interns and junior staff.

Qualifications & Requirements

  • Bachelor’s degree in accounting or a relevant field.

  • 3 to 5 years of experience in US accounting, preferably in US public accounting or a similar client-facing role.

  • Technical Expertise:

    • 2+ years of Form 1040 experience, alongside hands-on experience with Form 1065 partnerships, S-corporations, and C-corporations.

    • Advanced proficiency in Microsoft Excel and report preparation.

    • Familiarity with US tax software such as UltraTax, CCH Axcess, CCH Engagement, and Thomson Reuters GoFileRoom (or similar platforms) is a strong plus.

  • Work Arrangement & Schedule:

    • Onsite work in Makati required for the 1st year (flexibility provided during severe weather advisories or emergencies).

    • Night shift required.

  • Credentials: CPA license or active progress toward CPA certification is preferred but not required.