Bookkeeping & Tax Associate

We are a U.S.-based CPA and consulting firm specializing in dental practices. We provide bookkeeping, accounting, tax compliance, and advanced tax planning services. Our firm also offers clients a proprietary software platform and CFO-level consulting. We are seeking a talented and detail-oriented professional from the Philippines to join our growing team in a dual-role capacity.


Role Overview:
This role is a hybrid position combining oversight of our bookkeeping department with support for our U.S. tax team. You will be instrumental in ensuring accurate financial records for our clients while also assisting with tax return preparation and planning.


Key Responsibilities:

Bookkeeping Oversight
-Perform reviews of outsourced bookkeeping projects for accuracy and completeness.
-Onboard new bookkeeping clients (gather information, set up systems, coordinate with outsourcing team).
-Reach out to clients for missing documentation, clarifications, or pending items.
-Ensure client deliverables are completed on time and meet quality standards.

Tax Support
-Assist with preparation of U.S. tax returns (individuals, corporations, partnerships).
-Support tax planning projects by gathering financial data and drafting initial workpapers.
-Collaborate with senior tax staff to ensure compliance and accuracy.
-Stay up to date with U.S. tax deadlines and requirements.


Qualifications
-Bachelor’s degree in Accounting, Finance, or related field.
-3+ years of bookkeeping and/or accounting experience.
-Experience with U.S. tax return preparation (preferred).
-Strong knowledge of QuickBooks Online and Excel.
-Excellent written and spoken English; comfortable communicating directly with clients.
-Highly organized, detail-oriented, and able to manage multiple priorities.
-Proactive problem-solver with the ability to work independently in a remote environment.


What We Offer
-Long-term remote opportunity with a growing U.S. firm.
-Competitive pay (based on experience).
-Opportunity to develop expertise in U.S. bookkeeping and taxation.
-Supportive team environment with room for growth.


How to Apply
Send your resume, cover letter, and any relevant U.S. tax experience details to ---------- with the subject line: Bookkeeping & Tax Associate Application