Senior US Tax Accountant

Position: Full-Time
Location: Remote

COMPANY OVERVIEW:

At Bookkeepers Without Borders, we believe that smart bookkeeping is more than numbers; it’s the foundation of growth. As a remote-first firm powered by a global team, we support businesses with expert financial processes, dependable insights, and a commitment to excellence. We treat every team member as a key contributor and partner in our mission, because our strength lies in our people. Join us and help deliver clarity, confidence, and financial empowerment to clients around the world.

POSITION SUMMARY:

We are a U.S. based CPA firm seeking an experienced and proactive tax preparer/project manager based in the Philippines or India. This role is ideal for someone who has worked in a U.S. tax firm and understands both tax preparation and accounting fundamentals.

You will own the pre-tax preparation process: reviewing incoming tax documents, organizing client files, preparing tax workpapers, entering data into CCH Axcess Tax, coordinating with PH bookkeepers, managing fixed assets, and ensuring all supporting schedules are complete and accurate for U.S. CPA review.

RESPONSIBILITIES:

Tax Preparation (Individual & Business)

• Organize and prepare 1040, 1120, 1120S, and 1065 workpapers

• Review and input tax documents into CCH Axcess Tax

• Prepare basic tax return drafts (no signing, no strategy – just strong prep)

• Prepare tangible personal property returns

• Prepare and track 1099s (data gathering, W-9 tracking, filing setup)

Business Workpapers

• Coordinate with offshore bookkeepers to gather monthly/annual books

• Reconcile:

• Bank accounts

• Credit cards

• Balance sheets

• Payroll reports

• Tie out schedules to ensure everything supports the tax return

Fixed Assets

• Track and manage client fixed asset schedules using CCH Fixed Assets

• Post depreciation entries if needed

• Coordinate with bookkeeping team to ensure asset purchases/disposals are properly recorded

Project Management

• Create and Track tax projects using Karbon: client status, missing items, deadlines

• Create client requests in Karbon for Follow up to collect outstanding documents

• Ensure all projects move forward without needing constant supervision

• Communicate with the U.S. team regularly to flag issues, questions, or decisions

QUALIFICATIONS:

• 5+ years experience in U.S. tax preparation (1040, 1120S, 1065, etc.)

• QuickBooks Online and Xero bookkeeping experience

• Strong accounting fundamentals, including: bank reconciliation, balance sheet tie-outs, trial balance reviews

• Coordination with bookkeepers to clean up financials for tax prep

• Hands-on experience using CCH Axcess Tax and CCH Fixed Assets

• Excellent written and verbal English communication

• Experience using workflow tools (Karbon, Smartvault, Soraban, etc.)

• Strong attention to detail, critical thinking, and problem-solving

• Comfortable coordinating with other offshore team members

COMPENSATION & BENEFITS:

Pay: $2000 - $2500 / monthly

Schedule: Full-time; Must overlap 4+ hours with U.S. Eastern Time (e.g., 8 AM–12 PM)

Benefits: Paid time off such as PTO, sick days, and vacation days