Prepares tax returns for high income, high net worth individuals, trusts, S-corporations, LLC’s, partnerships, foundations and tax-exempt entities. Ensures tax compliance.
Prepares selected property tax statements.
Assists with providing financial analyses and financial planning advice for individual family members and their business entities.
Performs detailed accounting and prepares financial statements for individual family members.
Participates in the maintenance and review of general ledgers, accounting records and preparation of journal entries. Participates in accounting support projects.
Ensures the validity of data reported by financial institutions enabling client to make informed decisions.
Provides advice, tracks and monitors investments.
Participates in special tax planning projects.
Conducts tax research. Identifies tax issues and opportunities.
Participates in process improvement projects.
Maintains satisfactory attendance, to include timeliness.
Responsible for understanding and complying with applicable quality, environmental and safety regulatory considerations. If accountable for the work of others, responsible for ensuring their understanding and compliance.
Qualifications:
Bachelor's degree in accounting or finance plus 3 years of experience with accounting and tax preparation reflecting increasing levels of responsibility.
CPA or CPA eligibility.
Knowledge of standard accounting concepts, practices, and procedures.
Computer skills requirements include: intermediate MS Excel and MS Word. Tax and accounting software knowledge required. Familiarity with bookkeeping software is a plus.
Ability to confidently and accurately interact with family members on a daily basis.
Candidates are required to complete a credit check for this position; the results do not automatically disqualify a candidate from employment, but will be individually evaluated to determine if the results disqualify the candidate for employment in such a position.
Must be willing to work in a fixed night shift schedule (US Hours) and during PH holidays.
Must be amenable to work in Alabang, Muntinlupa (when work in the office resumes).