Accountant (Tax Support)

Overview

This role supports remote client operations for US-based clients. The organization is seeking a detail-oriented, highly analytical Accountant (Tax Support) based in the Philippines to serve as a second-line (L2) technical escalation point for elevated tax, accounting, and software support inquiries.

Responsibilities

• Technical L2 Escalations: Resolve complex tax, accounting, and software support tickets escalated from Tier 1 support within defined SLA timelines.
• US Tax Guidance & Troubleshooting: Assist clients with questions related to US Federal and State tax forms, including (examples) Form 1040, 1065, 1120, 1120-S, 1099s, W-2s, and sales tax compliance.
• General Ledger & Reconciliation Support: Guide clients on bank reconciliations, journal entry adjustments, Chart of Accounts setup, and review financial statements (P&L, Balance Sheet, Cash Flow).
• Software Support: Provide technical support for cloud accounting tools (examples) QuickBooks Online and Xero, and specialized US tax software (examples) Drake, UltraTax, ProConnect, Lacerte, or internal tax platforms.
• Client & Internal Communication: Communicate clearly via email, live chat, or screen-share calls with US clients and accounting teams to resolve technical issues.
• Process Documentation: Identify common client pain points, create Knowledge Base (KB) articles, and mentor Tier 1 support agents on US tax and accounting best practices.

Requirements

• US Tax Knowledge (Crucial): Minimum 2–3 years of direct experience in US tax preparation, US bookkeeping, or US accounting support.
• Technical Accounting Skills: Strong understanding of GAAP, general ledger accounting, payroll tax basics, and sales tax fundamentals across different US states.
• Software Proficiency: Hands-on experience with US accounting platforms (examples) QuickBooks Online and Xero, and standard tax software platforms.
• Communication: Exceptional verbal and written English skills for professional communication with US-based clients.
• Problem-Solving: Strong analytical skills to debug accounting discrepancies and software issues independently.
• Education: Bachelor’s Degree in Accountancy, Finance, or a related field.

Preferred Qualifications

• CPA or EA (Enrolled Agent) or QuickBooks Certification.

Compensation & Benefits

• Competitive benefits package including medical, dental, and vision benefits and access to a lucrative compensation program.

Location

• Based in the Philippines (remote)
• Requires ability to work aligned with US business hours: Night Shift in Philippine Standard Time (PHT).

Remote Setup Requirements

• Dedicated home office space free from background noise.
• High-speed internet connection: minimum 50 Mbps main line, with an option for back-up internet.