Philippines (100% Remote) · Full-Time Independent Contractor · $1,800–$2,900 USD/monthBe the expert clients trust at the moment it matters most — tax time. You prepare and review complex returns, lead smart tax planning, and turn dense regulations into practical guidance people can actually act on.ABOUT THE ROLEYou’ll own the work that keeps leaders calm and compliant: multi-entity return preparation and review, clear planning memos, airtight workpapers, and timely sign-offs. You’ll spot elections, credits, and apportionment issues before they become problems — then explain them in plain English.You’ll collaborate with U.S.-based teams, mentor junior staff, and help modernize how small businesses and CPA firms handle compliance and advisory. You’ll sharpen playbooks — checklists, review notes, and close calendars — so every busy season feels a little less busy.Note: This role is open to both Tax Accountant and Tax Manager candidates, depending on experience.THE IDEAL CANDIDATEYou’re detail-obsessed but practical — you know when to go deep and when to moveYou can explain tough topics (basis, §199A, depreciation methods) without jargonYou thrive in busy seasons because your SOPs, checklists, and calendars are dialed inYou enjoy coaching others and raising the quality barYou look for automation and small process wins that compound over timeWHAT YOU’LL OWNTax Preparation & ReviewOwn the work that keeps clients calm and compliant.Drive tax intake end-to-end: organizers, smart document requests, kickoff calls; map client TBs and prior-year returns to this year’s workplanEntity returns (1065/1120/1120-S): build and review K-1s, capital accounts, partner/shareholder basis and at-risk; evaluate §199A (QBI) eligibility and limitations; assess reasonable compensation for S-corp shareholder-employeesIndividual returns (1040): prepare clean Schedules A/B/C/D/E, Form 4797, 6252, passive activity loss and basis tracking, 1099-B reconciliations, wash sale checks; roll forward carryforwards (NOL, capital loss, AMT credits) and manage ES payments/safe harborsMulti-state & SALT: calculate apportionment, manage nexus updates, composite/non-resident returns, and PTE/SALT cap workaround elections where applicableCredits & elections: surface and document opportunities (R&D, 179/bonus choices, accounting method changes, late elections relief memos)Fixed assets & depreciation: maintain Form 4562 schedules, asset ledgers, and disposal/partial disposition rules; reconcile book vs. tax depreciationQuality & sign-off: build audit-ready workpapers with clear tick marks, review notes, and support; manage e-file submissions, acknowledgments, and extensionsNotices & follow-through: draft concise responses to IRS/state notices, set reminders for follow-ups, and keep clients calm with clear options and timelinesCalendar discipline: own busy-season checkpoints (intake → prep → review → client Q&A → e-file) and off-season planning (estimates, projections, method changes)Client CollaborationTranslate code into decisions.Join standing calls, summarize impacts (cash, rate, timing), and deliver one-page takeaways leaders can act onTranslate code citations into plain-English business decisionsWorkflow & ProcessBuild the systems that make the busy season survivable.Standardize SOPs, checklists, and review gatesSet up rules and automations in tax and accounting tools to reduce manual stepsCapture wins in a living playbookData IntegrityLeave a trail anyone can follow.Keep folders organized, naming consistent, and documentation complete so any reviewer or auditor can follow your work quicklyWHAT YOU’LL BRINGBachelor’s degree in Accounting, Finance, or related discipline2+ years of U.S. tax experience preparing and reviewing 1040, 1065, 1120, 1120-SStrong command of U.S. federal and state tax rules; comfort with GAAP and IRS proceduresTax software proficiency: ProConnect, UltraTax, Drake, Lacerte, or similarCloud-first toolkit: QuickBooks Online, Xero; strong Excel/Google Sheets skills (lookups, pivots)Confident written and spoken English; client-facing presenceComfortable working U.S. business hours (night shift, PH-based)Preferred (nice to have):HNW 1040s (K-1s, Schedule C/E), multi-state, consolidated or international exposure (GILTI/FTC)Form 990 (nonprofits) and Form 1041 (Estates & Trusts) experience or familiarityHOW WE WORKQuality: Review notes, standardized workpapers, and tidy supporting schedules — every timeSecurity: MFA, least-privilege access, and secure file sharing are non-negotiableCollaboration: Slack/Zoom/Teams standups, shared task boards, and predictable review cyclesWHY CAS IS DIFFERENTWe are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.We invest in professionals who want to build a real career serving U.S. clients. At CAS, you get:Career-level USD compensation: $1,800–$2,900 USD/month based on experience and scopePermanent remote work — done rightFull company equipment provided (laptop, monitor, accessories)15 days PTO annually + local holidays offGuaranteed annual increasesReferral rewards up to $1,000Monthly flexible stipend (CAS Flex Perks)Structured onboarding and supportA culture that actually shows upCONTRACT & EXCLUSIVITYThis is an independent contractor engagement based in the Philippines. Full-time exclusivity is required — candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.APPLICATION PROCESSApplication & PrescreeningTechnical AssessmentProfile and Pre-interview PreparationClient InterviewEmployment Offer and Onboarding
