Sr Bookkeeper / Tax Preparer (CPA-Level), Remote

Senior Bookkeeper / Tax Preparer (CPA-Level), Remote
Company: A U.S.-based cost segregation firm
Location: Remote (Philippines)
Employment type: Full-time
Schedule: Meaningful overlap with U.S. Central Time business hours

About the Role
Our U.S.-based cost segregation firm is building out its accounting and tax practice. We are hiring a senior, CPA-level bookkeeper to support client books and work directly alongside a Texas-licensed CPA on tax preparation. This is a high-trust role with significant ownership. We would rather wait for the right person than fill the seat quickly.
Responsibilities
Manage full-cycle bookkeeping for multiple U.S. clients, including bank and credit card reconciliations, accrual adjustments, and month-end and year-end close
Prepare clean, accurate financial statements
Prepare individual (1040) and business returns (1065, 1120-S, 1120), including supporting schedules and workpapers
Work closely with the supervising CPA on review, tax planning support, and client deliverables
Communicate with U.S. business owners by phone, video and email in a clear, professional manner
Manage multiple client files and deadlines, including during tax season
Maintain the confidentiality and security of sensitive financial data

Must-Haves
Excellent spoken and written English. This is non-negotiable, as you will interact directly with U.S. business owners.
Philippine CPA license (or equivalent credential) and a strong accounting degree
5+ years of bookkeeping and accounting experience, ideally with U.S. clients or a U.S. CPA firm
Hands-on U.S. tax preparation experience (1040, 1065, 1120-S, 1120), including supporting schedules and workpapers
Strong command of QuickBooks Online (Xero a plus) and advanced Excel
Proven full-cycle bookkeeping experience
Strong attention to detail and a track record of accuracy with sensitive financial data
Strongly Preferred
Experience with professional tax software (Drake, UltraTax, Lacerte, ProConnect or similar)
Familiarity with payroll reporting, 1099s and state sales tax filings
Experience with small and mid-sized businesses, real estate owners and S-corps
Comfort managing multiple client files and tight deadlines during tax season
Working Arrangements
Full-time, remote
Reliable high-speed internet, backup power and a quiet, secure workspace
Ability to start before the end of the year
Compensation
$2,400 USD

TO APPLY: ANSWER THE FF QUETSIONS BELOW:

1) Tell us about your US accounting and tax experience. Who were the clients or firm, what types of businesses, and what did you personally handle?

2) Walk us through your month-end close in QuickBooks Online. What do you reconcile, what accrual adjustments do you typically make, and what do you deliver at the end?

3) Tell us about a client’s books that were messy or behind. What did you find, how did you clean them up, and what was the result?

4) Which returns have you personally prepared (1040, 1065, 1120-S, 1120)? Roughly how many of each in your last busy season, and which was the most complex?

5) Tell us about a tricky issue on a business return (for example basis, distributions, K-1s, depreciation, or book-to-tax differences). How did you research and resolve it?

6) Which tax and accounting software have you used hands-on (QBO, Xero, Drake, UltraTax, Lacerte, ProConnect, Excel), and what did you actually do in each? Please distinguish hands-on use from exposure.

7) What payroll reporting, 1099, or sales tax work have you personally done? Please give a specific example.

8) How do you manage multiple client files and deadlines during tax season? Tell us about a time you saw a deadline at risk and how you raised it.