Jobs and Careers

US CAS Specialist (with US Tax Knowledge)- Permanent WFH Set-Up

Mandaluyong, PhilippinesRemotefull_timeVerifiedPosted 13 Apr 2023

About the role

Why Join Us?

Are you looking for a role that provides opportunities to develop and grow? Take the next step in your career journey with us! We’ll provide you with a professional support structure and benefits to ensure you can thrive.

We offer Premium HMO, awesome technology, and above-market remuneration. Our high performers are frequently invited to visit their colleagues internationally for professional development.

POSITION SUMMARY:

CAS Specialist with Tax Administration ensures that work delegated by Controller and the CAS Lead are completed accurately and timely. Professional communication with internal and external clients regarding accounting, client management, tax readiness and bookkeeping matters. Communicates timeliness of completion of work to Managers. Solution-oriented with client and firm concerns.

Requirements

SPECIFIC DUTIES AND RESPONSIBILITIES INCLUDE:

Monthly client accounting/ bookkeeping projects.

Maintaining client books as per supervisor instructions.

Review CAS projects to ensure quality of the following documentation:

○ Checking Tax Basis of Financials- Cash or Accrual

○ Matching Balance Sheet to prior year tax return

○ Reverse entries for AP, AR, Cash, Credit Cards and Loans

○ Matching Payroll Wages and Payroll Tax to Payroll Tab

○ Ensure bank and credit card accounts have been properly reconciled each month.

○ Ensure auto loan accounts have been properly reconciled or adjusted properly.

○ Analyze balance sheet comparisons and identify any document differences.

○ Verify items under $1K are not capitalized to fixed assets.

○ Present Revenue variances to Managing Partner for solution.

○ Present variances in Tax Payable to Managing Partner for solution.

○ Complete Tax Workpaper allocations on P & L.

○ Customer Service and communication with Client as needed.

○ Refresh and ensure accuracy of the following Workpapers:

○ A03 Payroll tab

○ U01 Revenue Tab

○ C01 Cash Tab

○ K01 Tab (Credit Card, Auto Loans and Tax Payable)

○ Export missing data reports from Lacerte and send to tax clients

○ Assist with miscellaneous projects such as: tax vouchers, extensions, Franchise Tax Board project, Assemblies, partners’ job status meetings- updating jobs in Office Tools (Compliance), Office

○ Tools management, entering clients into LaCerte and client folders.

○ Back up for support staff and tax preparers as needed

QUALIFICATION REQUIREMENTS:

Technical Requirements

Bachelor Degree in Accounting, Finance or related field of study.

3-5 years of recognized bookkeeping or (CAS) Client Accounting Service.

QuickBooks Experience: Transactional accounting with QuickBooks experience, a minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop

Bookkeeping Experience: Proficient in QuickBooks, ability to navigate various workflows including A/R,

A/P, payroll, sales tax, journal entries, financial reporting, 3rd party apps integration, banking and credit card reconciliations.

Personal Requirements

Exceptional time management and organization skills.

Proficient in Office products, Word, Excel and Outlook.

Solution-oriented; problem-solver.

Exceptionally strong written and verbal communication skills.

Experience in developing strong remote team relationships based on trust, accountability, integrity, and

sharing of best practices.

Willingness to follow established policies and procedures.

Technology Skills: Proficient with technology; solid knowledge of computer operations and software.

Self-Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal supervision.

Problem-solving and critical thinking skills required to resolve clients bookkeeping.

Internet Connection Requirements: Must have internet connection.

QUALIFICATION PREFERRED:

CPA license.

Some knowledge of accounting and tax in cannabis industry.

Strong knowledge and familiarity of US Tax preparation (Business and Personal returns).

Bookkeeping certification.

Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients.

Credentials/Certifications: QuickBooks Online Pro Certification or QuickBooks Online Advanced Certifications are preferred.

Benefits

✅ HMO on Day 1

✅Equipment provided

✅100% Virtual Recruitment Process