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Tax Reviewer (CPA)

Remote:

Full Remote

Contract:

Full time

Experience:

Senior (5-10 years)

Work from:

Philippines

Offer summary

Qualifications:

Bachelor's degree in a related field preferred, CPA or EA certification preferred, 5+ years of tax review experience, Experience with complex tax scenarios, Strong computer skills, especially with Microsoft 365 and Lacerte.

Key responsabilities:

Review complex tax returns strategically
Ensure optimal tax strategies for clients
Stay updated on tax laws and apply effectively
Train team members on tax law changes
Provide feedback and maintain effective communication

DOXA Talent

51 - 200 Employees

See more DOXA Talent offers

Job description

Your missions

Role Summary

Our client is looking for a Tax Reviewer. This role involves a high level of strategic oversight, requiring a deep understanding of tax law to ensure all possible tax strategies are utilized for their clients. The ideal candidate is someone with experience in managing complex tax scenarios and will be able to provide both leadership and training on new tax laws to their team.

WORK SCHEDULE: 9:00 AM – 6:00 PM Mountain Daylight Time (11:00 PM – 8:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

Essential Functions

Review complex tax returns including those for trusts, self-employed individuals, and small businesses (1120S, 1120, 1065 and 1120) with a high-level strategic perspective
Ensure optimal tax strategies are utilized by examining tax returns from a macro perspective
Stay updated with new tax laws and effectively apply them to benefit clients
Train and guide the team on the latest tax law changes and best practices
Ensure accuracy and completeness of tax data through meticulous review processes ensuring all data is entered correctly
Provide constructive feedback to team members and maintain effective communication channels with clients via email and team via Microsoft Teams
Work flexible hours, including some evenings, to coordinate directly with the US-based team for training and team meetings

Qualifications

A bachelor’s degree in the related field is preferred
Certified Public Accountant (CPA) or Enrolled Agent (EA) certification preferred
5+ years of tax review experience with US tax law and is obsessed with staying up to date and finding new ways to utilize it
Experience in managing complex tax scenarios and will be able to provide both leadership and training on new tax laws
Ability to do trust returns
Able to analyze taxpayers to ensure that all possible tax strategies are being utilized
Ability to figure out new lax laws, how to apply them to clients, and be able to train the team
Strong computer aptitude, which includes expertise with Microsoft 365 applications, and Lacerte tax software
Experience in a multi-client environment
Strong organization, oral and written communication skills
Analytical skills with particular attention to detail
Ability to function in an autonomous environment—independent worker, self-directed

Required profile

Experience

Level of experience: Senior (5-10 years)

Spoken language(s):

Check out the description to know which languages are mandatory.

Hard Skills

Data Quality

Soft Skills

training-and-development
Leadership
verbal-communication-skills
Detail-Oriented
analytical-skills

Are you interested?

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