US Tax Senior Associate
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
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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.
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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.
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Prepare templates to document tax-related data and maintain database quality by regularly monitoring information and following up with relevant internal stakeholders.
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Assist in developing training content, provide on-the-job training to new employees, and supervise, train, and mentor interns and junior staff.
Qualifications & Requirements
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Bachelor’s degree in accounting or a relevant field.
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3 to 5 years of experience in US accounting, preferably in US public accounting or a similar client-facing role.
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Technical Expertise:
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2+ years of Form 1040 experience, alongside hands-on experience with Form 1065 partnerships, S-corporations, and C-corporations.
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Advanced proficiency in Microsoft Excel and report preparation.
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Familiarity with US tax software such as UltraTax, CCH Axcess, CCH Engagement, and Thomson Reuters GoFileRoom (or similar platforms) is a strong plus.
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Work Arrangement & Schedule:
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Onsite work in Makati required for the 1st year (flexibility provided during severe weather advisories or emergencies).
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Night shift required.
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Credentials: CPA license or active progress toward CPA certification is preferred but not required.