Tax Associate
Location: Philippines
Work Arrangement: Remote, Full-time
Shift: Monday – Friday | 9:00 PM – 6:00 AM PHT
Unlock Your Potential!
At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and the Philippines, supporting our global clients across the accounting, finance, and professional services industries.
We are seeking a motivated, technical Tax Associate to prepare federal, California, and multi-state tax returns for US individuals, businesses, and trusts. You will analyze client financial records, perform trial balance adjustments in QuickBooks Online, prepare tax returns using CCH Axcess and CCH Engagement software, and support tax projections and notice responses.
Your Impact
Tax Preparation & Filings: Prepare and review federal and state income tax returns across individual (Form 1040), partnership (Form 1065), C Corporation (Form 1120), S Corporation (Form 1120-S), and fiduciary/trust (Form 1041) structures.
CCH Suite & Financial Analysis: Utilize CCH Axcess and CCH Engagement software to process, input, and file tax returns while reviewing supporting client documentation and adjusting trial balances in QuickBooks Online.
Tax Research & Notice Management: Research US Federal and California tax regulations to resolve compliance discrepancies, assist with annual tax planning/projections, and draft responses to IRS or state tax agency notices.
File Maintenance & Compliance: Maintain audit-ready, up-to-date client files in accordance with firm policies, IRS requirements, and professional security standards.
What You Bring
Education & Credentials: Bachelor’s Degree in Accounting, Finance, or a related field; CPA or Enrolled Agent (EA) designation is a strong plus but not required.
The Experience: Minimum of 2 years of hands-on experience preparing US federal and state tax returns (Forms 1040, 1065, 1120, 1120S, 1041) within a US public accounting or tax services firm.
Software Mastery: Proficiency with CCH Axcess, CCH Engagement, and QuickBooks Online (QBO) alongside Microsoft Office.
Technical Knowledge: Solid understanding of US federal and state tax laws, with working knowledge of California tax provisions and filing mechanics.
Core Competencies: Dependable self-starter ability to work with minimal supervision, high attention to detail, strong time management under deadline pressure, and excellent written and verbal English communication.
Why You’ll Love It Here
We believe in rewarding high achievers with a work environment that fuels both professional growth and personal well-being.
Time for You: Enjoy 21 Total Annual Service Incentive Leaves, flexible to use for travel, emergencies, or anything you may need for your “Me time.”
Tenure Recognition Program: Celebrate your milestones with us; on your 2nd year, choose between a cash reward or one free HMO dependent.
Health & Security: Comprehensive HMO and Life Insurance coverage from day one.
Night Shift Advantage: Enjoy premium compensation and night differential while maintaining direct operational alignment with US client hours.
Work From Home Freedom: Enjoy the ultimate flexibility of a 100% remote work arrangement from anywhere in the Philippines.
US Tax Expertise Pathway: Expand your mastery across CCH software ecosystems and multi-state corporate/trust tax law, establishing a direct trajectory toward Senior Tax Associate, US Tax Specialist, and Tax Reviewer roles.
| The best Health and Insurance Plan (up to 50k maternity benefits; enroll your dependents, parents, or common-law partner) | Enjoy your Tenure Recognition Program with additional free HMO dependent or Cash incentives | ||
| An Annual Performance Review with Salary Increase | Logging off on time for you to enjoy more personal time | ||
| International career growth and connections | Access to certifications and courses from Ab2 Institute of Accounting | ||
| Unlimited cash incentives for hired referrals | 20%-night differential and non-taxed allowances | ||
| Having weekends off and taking up to 21 paid leave days | A family-first culture and work-life fulfilment | ||
| 20+ options of free coffee and chocolate drinks | Billiards, table tennis, or foosball in our breakout room | ||
| Exclusive TOA merchandise and fun onsite activities | Healthy workplace near residences, malls, restaurants, and sports hubs |
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We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.
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