**Overall purpose and responsibilities of the role:** The Senior Level Accountant will provide full-service preparation of tax returns, as needed, or when not preparing provide thorough and final detail review/quality review of tax returns in consideration of tax needs and compliance requirements for individuals, partnerships, corporations, and estates, including general advisory services. **Duties & Responsibilities:** **Tax Services** - Provides thorough and final detail review of tax returns in consideration of U.S. tax needs and compliance requirements for individuals, partnerships, corporations, and estates, including general advisory services, (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500), tax projections and planning, tax notices, etc. - Provides full-service preparation of tax returns, as needed, or when not reviewing or managing (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500) - Completes ad-hoc client related or internal firm projects, advises small business owners on tax compliance, recordkeeping and other matters as needed - Actively manages workload for themselves and staff, independently tracks deliverables and identifies additional advisory opportunities with existing clients - Maintains continued client communication and manages client relationships as needed **Accounting Services** - Oversees professional accounting and bookkeeping services provided by staff to business owners, executives, and independent professionals, primarily on QuickBooks Online **Firm Support** - Supports the operation of the PH accounting team through development of additional training materials, process documentation, onboarding new team members, special projects, etc. - Organizes ideas and feedback and collaborates with U.S. and PH colleagues to continually improve the PH team operations

• Calculate, process, and reconcile monthly and quarterly sales commission settle-ups and incentive compensation payments in accordance with approved compensation plans and agreements. • Perform annual draw calculations based on supporting book of business data and collaborate with Sales Leadership and Regional Leadership to finalize and update draw calculations within payroll systems accordingly. • Coordinate with Agency Management System and Accounting teams to maintain and update commission agreements, commission structures, and related system settings. • Collaborate with Sales Operations and Human Resources to ensure accurate interpretation, implementation, and administration of compensation plans and commission structures. • Review and audit production reports, commission calculations, and compensation data regularly to identify discrepancies, investigate issues, and resolve variances with appropriate stakeholders. • Prepare journal entries, account reconciliations, accruals, and supporting reports related to commission expense and incentive compensation programs. • Submit monthly commission payment calculations and settle-up requests to Human Resources to support timely payroll processing. • Support monthly close processes by ensuring accurate commission liability accruals and supporting documentation. • Maintain organized and accurate records related to commission schedules, compensation plans, calculations, and accounting documentation. • Ensure compliance with internal controls, company policies, compensation agreements, and audit requirements. • Assist with testing, implementation, and rollout of system enhancements, reporting improvements, and compensation plan updates. • Provide ad hoc financial analysis, compensation reporting, and operational support for business and leadership needs. • Collaborate cross-functionally to identify process improvements and support operational efficiency within compensation administration and reporting workflows.

Role Description This is a great opportunity to join a family-oriented company that treats employees equally and invests meaningfully in their professional growth. Significant support and development will be provided across all areas of U.S. taxation and accounting, with clear opportunities to progress into more senior and rewarding responsibilities over time. As the PH accounting team continues to expand, you will also have the unique opportunity to make a meaningful impact and help shape the future direction of the team. Qualifications - Bachelor’s degree in Accounting or an advanced degree (preferred) - CPA or Enrolled Agent designation is advantageous - At least 5 – 10 years of experience in U.S. tax preparation for individuals, partnerships, corporations, and estates - Experience working in fund accounting services or any accounting services with US Tax preparation (preferred) - Open to newly passed CPA candidates, provided they have a strong academic background and demonstrate solid foundational accounting knowledge Requirements - A “Doer”, not afraid to roll up sleeves - Hands on, not a delegator for deliverables reports and tools - Tax Software is Ultra Tax with Onvio or experience with CCH - preferred - QuickBooks Desktop/QuickBooks Online expertise is required - Technology savvy, proficient user of MS Office tools - Strong communication skills to share ideas and feedback with U.S. and PH colleagues - Capacity to continually learn and not afraid to ask questions - Organizational skills to manage multiple deliverables, deadlines and see ideas into executable solutions - Strong logic and reasoning skills - an effective “problem solver” - Comfortable approaching ambiguity and exercising discernment Benefits - Full-time permanent position - Flexible schedule: Monday to Friday, 6 pm – 2 am PH Time; candidates may opt to start as early as 4:00 PM Manila Time - Work from home Company Description Our client was founded to provide high quality professional & personalized tax preparation, accounting and bookkeeping services for individuals, businesses, and non-profits at reasonable rates. The company is a very fast-growing medium-sized accounting firm, allowing them to better serve individual business needs while helping clients save time and money. They serve clients throughout the United States, where demand for highly skilled Philippines-based accounting professionals continues to grow rapidly. The company has maintained a Philippines accounting team for approximately 5 years and has consistently expanded its PH headcount year after year. As the business continues to grow, they anticipate further long-term investment and expansion of their Philippines team into the future. Our client’s core values are centered around family, long-term career positioning, and professional development. As they continue expanding their PH accounting team, employees will have opportunities to take on increasing levels of responsibility and participate in comprehensive training initiatives. They are reliable and responsive to clients’ U.S. tax and accounting needs as businesses and organizations evolve through various operational and financial changes. Their customized service approach allows clients to better control costs while receiving the appropriate level of professional engagement and support needed to preserve and strengthen the value of their businesses. The company has a growing client base of over 1,500+ U.S. business clients and 2,000+ individual tax clients. With decades of experience, the company’s dedication to hard work has earned the respect of the business, individual, and financial community. They believe this reputation is a direct reflection of the quality, responsiveness, and professionalism of their team. Finally, the company takes its responsibility to clients very seriously. Their commitment to every client includes delivering work accurately, professionally, and with the utmost integrity. Duties & Responsibilities - Tax Services - Provides thorough and final detail review of tax returns in consideration of U.S. tax needs and compliance requirements for individuals, partnerships, corporations, and estates, including general advisory services (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500), tax projections and planning, tax notices, etc. - Provides full-service preparation of tax returns, as needed, or when not reviewing or managing (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500) - Completes ad-hoc client related or internal firm projects, advises small business owners on tax compliance, recordkeeping and other matters as needed - Actively manages workload for themselves and staff, independently tracks deliverables and identifies additional advisory opportunities with existing clients - Maintains continued client communication and manages client relationships as needed - Accounting Services - Oversees professional accounting and bookkeeping services provided by staff to business owners, executives, and independent professionals, primarily on QuickBooks Online - Firm Support - Supports the operation of the PH accounting team through development of additional training materials, process documentation, onboarding new team members, special projects, etc. - Organizes ideas and feedback and collaborates with U.S. and PH colleagues to continually improve the PH team operations

Role Description This is a great opportunity to join a family-oriented company that treats employees equally and invests meaningfully in their professional growth. Significant support and development will be provided across all areas of U.S. taxation and accounting, with clear opportunities to progress into more senior and rewarding responsibilities over time. As the PH accounting team continues to expand, you will also have the unique opportunity to make a meaningful impact and help shape the future direction of the team. Duties & Responsibilities - Tax Services - Provides thorough and final detail review of tax returns in consideration of U.S. tax needs and compliance requirements for individuals, partnerships, corporations, and estates, including general advisory services (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500), tax projections and planning, tax notices, etc. - Provides full-service preparation of tax returns, as needed, or when not reviewing or managing (e.g. 1040, 1065, 1120, 1120S, 1041, 990, 5500). - Completes ad-hoc client related or internal firm projects, advises small business owners on tax compliance, recordkeeping and other matters as needed. - Actively manages workload for themselves and staff, independently tracks deliverables and identifies additional advisory opportunities with existing clients. - Maintains continued client communication and manages client relationships as needed. - Accounting Services - Oversees professional accounting and bookkeeping services provided by staff to business owners, executives, and independent professionals, primarily on QuickBooks Online. - Firm Support - Supports the operation of the PH accounting team through development of additional training materials, process documentation, onboarding new team members, special projects, etc. - Organizes ideas and feedback and collaborates with U.S. and PH colleagues to continually improve the PH team operations. Qualifications - Bachelor’s degree in Accounting or an advanced degree (preferred). - CPA or Enrolled Agent designation is advantageous. - At least 5 – 10 years of experience in U.S. tax preparation for individuals, partnerships, corporations, and estates. - Experience working in fund accounting services or any accounting services with US Tax preparation (preferred). - Open to newly passed CPA candidates, provided they have a strong academic background and demonstrate solid foundational accounting knowledge. Requirements - A “Doer”, not afraid to roll up sleeves. - Hands on, not a delegator for deliverables reports and tools. - Tax Software is Ultra Tax with Onvio or experience with CCH - preferred. - QuickBooks Desktop/QuickBooks Online expertise is required. - Technology savvy, proficient user of MS Office tools. - Strong communication skills to share ideas and feedback with U.S. and PH colleagues. - Capacity to continually learn and not afraid to ask questions. - Organizational skills to manage multiple deliverables, deadlines and see ideas into executable solutions. - Strong logic and reasoning skills - an effective “problem solver”. - Comfortable approaching ambiguity and exercising discernment. Ideal Candidate Profile - Seeking long-term career growth and stability. - Interested in building a career rather than short-term job hopping. - Strong individual contributors (not initially focused on people managers). - Autonomous and able to independently manage billable client work. - Strong communicators with high critical thinking and problem-solving skills. - Comfortable working in ambiguous environments. Job Type - Full-Time Permanent - Schedule: Monday to Friday, 6 pm – 2 am PH Time; there is flexibility as well, as candidates may opt to start as early as 4:00 PM Manila Time, depending on preference and alignment with business needs. - Location: Work from home - Industry: Accounting/Financial Company Description Our client was founded to provide high quality professional & personalized tax preparation, accounting and bookkeeping services for individuals, businesses, and non-profits at reasonable rates. The company is a very fast-growing medium-sized accounting firm, allowing them to better serve individual business needs while helping clients save time and money. They serve clients throughout the United States, where demand for highly skilled Philippines-based accounting professionals continues to grow rapidly. The company has maintained a Philippines accounting team for approximately 5 years and has consistently expanded its PH headcount year after year. As the business continues to grow, they anticipate further long-term investment and expansion of their Philippines team into the future. Our client’s core values are centered around family, long-term career positioning, and professional development. As they continue expanding their PH accounting team, employees will have opportunities to take on increasing levels of responsibility and participate in comprehensive training initiatives. They are reliable and responsive to clients’ U.S. tax and accounting needs as businesses and organizations evolve through various operational and financial changes. Their customized service approach allows clients to better control costs while receiving the appropriate level of professional engagement and support needed to preserve and strengthen the value of their businesses. The company has a growing client base of over 1,500+ U.S. business clients and 2,000+ individual tax clients. With decades of experience, the company’s dedication to hard work has earned the respect of the business, individual, and financial community. They believe this reputation is a direct reflection of the quality, responsiveness, and professionalism of their team. Finally, the company takes its responsibility to clients very seriously. Their commitment to every client includes delivering work accurately, professionally, and with the utmost integrity.