SENIOR U.S. TAX PREPARER (DRAKE TAX) AND AI FIRST FINANCIAL CONTROLLER

Overview

This is a senior, hands-on role combining U.S. tax preparation and U.S. financial controller responsibilities, with an AI-first approach to finance operations.

The position is full time and remote from Vietnam or the Philippines, with a minimum of 4 hours daily overlap with Vietnam time (UTC+7). The role supports a portfolio of U.S. ecommerce, technology, and marketing businesses.

Responsibilities

U.S. business tax preparation (Drake Tax)

• Prepare federal business returns in Drake Tax, including Forms 1120, 1120S, and 1065 as appropriate to assigned entities, including related schedules and K1s.
• Build reviewer-ready tax workpapers from source records, trial balances, and reconciliations.
• Identify book-to-tax differences, depreciation issues, missing records, and unusual transactions.
• Resolve Drake diagnostics, maintain an accurate return status tracker, and prepare complete packages for final review and authorized filing.
• Support federal and state filing calendars, 1099 reporting, sales tax, and other tax schedules as assigned.
• Coordinate complex or international reporting with the designated U.S. tax adviser.

Financial controller (U.S. accounting)

• Own the accounting close for multiple U.S. entities, including:
  • Bank and card reconciliations
  • Journal entries, accruals, prepayments, deferred revenue
  • Intercompany balances
• Deliver an accurate monthly close package by the tenth day of the following month, including:
  • Profit and loss
  • Balance sheet
  • Cash flow
  • Major reconciliations
  • A concise variance and exceptions report
• Reconcile sales, payment processor settlements, merchant fees, refunds, receivables, and marketing expenses to the general ledger.
• Maintain clear accounting policies, a close checklist, supporting schedules, a cash visibility report, and a reliable audit trail.
• Escalate risks early.

AI-first finance operations

• Use approved AI and automation tools to accelerate document extraction, categorization, reconciliation checks, financial analysis, and draft reporting.
• Create repeatable prompts, controls, and workflows that reduce manual work without reducing accuracy or accountability.
• Verify every material output against original records.
• Never enter confidential taxpayer information, financial credentials, or client records into unapproved AI services.

Requirements

• At least two U.S. tax filing seasons personally preparing U.S. business returns in Drake Tax.
  • You must be able to identify the filing years, return types, approximate volumes, and work you personally completed.
  • Experience using only other tax software does not qualify.
• An active and valid IRS Preparer Tax Identification Number (PTIN), maintained for the periods in which it is required.
  • Verification will occur privately during hiring; do not include your PTIN number in the application.
• At least three years of hands-on U.S. accounting experience, including reconciliations, journal entries, financial statements, and month-end close.
• Strong working experience in QuickBooks Online or Xero, plus advanced Excel or Google Sheets for financial analysis and reconciliations.
• Real examples of using AI or automation responsibly in accounting, tax, or financial reporting, including how you checked results for accuracy.
• Clear written and spoken English, sound judgment, reliable execution, and the ability to explain discrepancies without being prompted.
• Residence in Vietnam or the Philippines.
• A secure remote working environment.
• At least four hours of consistent daily overlap with Vietnam working hours (UTC+7).

Preferred Qualifications

• Enrolled Agent or CPA qualification, with active credentials where applicable.
• Multi-entity U.S. accounting, ecommerce, payment processing, or performance marketing finance experience.
• Strong command of book-to-tax reconciliations, S corporation and partnership schedules, and state business tax compliance.
• Experience supporting international U.S. reporting, including Forms 5471 or 5472, under specialist supervision.
• A demonstrated record of shortening close cycles, building useful finance automations, and communicating directly with management.

Compensation & Benefits

• Full time and remote.
• Compensation will reflect verified skills and experience.
• Applicants should state their expected monthly compensation in USD.

Location

• Remote in Vietnam or the Philippines.
• Minimum 4 hours daily overlap with Vietnam time (UTC+7).

Application Notes

• Shortlisted applicants will be invited to a paid practical assessment using fictional financial and tax records to assess Drake competence, U.S. accounting judgment, accuracy, confidentiality, and communication.
• Do not upload real tax returns, taxpayer names, Social Security numbers, employer identification numbers, account details, or PTIN numbers.
• The organization will never request confidential client records at the application stage.

Application Questions (Free Text)

• Which U.S. tax filing seasons have you personally prepared in Drake Tax? Identify tax years, Drake desktop or online, Forms 1120, 1120S or 1065 prepared, and approximate returns completed per season.
• Describe your hands-on process for preparing a Form 1120S or 1065 in Drake, from trial balance to reviewer-ready return. Explain at least one common reconciliation or diagnostic you resolve.
• Describe the most demanding U.S. month-end close you personally managed: number of entities, accounting software, key reconciliations, reporting deadline, and one problem you solved.
• Is your PTIN current for 2026, and what is your plan for the next filing season? Describe status only, without providing the number.
• Describe a real AI or automation workflow you used in finance or tax work, the result achieved, how you independently verified accuracy, and how you protected confidential data.
• Which accounting platforms and spreadsheet functions do you use regularly? Give one practical reconciliation or reporting example.
• State your country of residence, the exact hours you can work in Vietnam time, earliest start date, and expected monthly compensation in USD.