Senior Tax Accountant

Application Instructions: After submitting your application on Indeed, please complete the Multiply Advisors form using this link: https://forms.gle/qrtK4YJur5sCS7mv9

Position: (US) Senior Tax Accountant 
Location: Remote (Based in the Philippines)   
Reports To: Tax Director & COO (Chief Operations Officer) 

There are a lot of words here. Our goal with every Job Description is to create a “no surprises” job outlook. This job description lays out what we know to be true about this role, what we know we’re looking for, and what the daily ebbs and flows look like. What this doesn’t include is your growth path or all the possibilities for what you can be involved in, ultimately that’s for us to craft together as you grow. We at Multiply believe deeply in the growth opportunities of our clients, and that’s no different for our team. So, if you’re just looking for a job, this isn’t it, but if you’re looking for a journey and your oxygen is meaningful work ... read on. Read on. 

Company Overview: Multiply Advisors is committed to empowering small business owners in the US with financial clarity and confidence. By leveraging our expertise in tax regulations and accounting, along with advanced technology, we deliver tailored financial solutions designed to drive business growth and informed decision-making. We believe in transforming numbers into a vision that supports lasting, impactful relationships. 

Role Summary: We are seeking a strategic and detail-oriented Senior Tax Accountant to join our team remotely from the Philippines. This role is crucial in helping clients navigate their tax obligations while ensuring compliance with applicable laws and regulations. As a Senior Tax Accountant, you will be responsible for preparing and filing tax returns for individual, corporate, and partnership companies, ensuring that all forms are completed accurately and submitted on time. This position requires a high level of diligence and willingness to lean into developing a proactive approach to tax planning. This role will allow you to engage deeply with clients on strategic decisions that impact their financial well-being.  

What You Really Want to Know: 

We use ProConnect, Drake, and Stanford Tax as part of our tech stack. Also, all returns have a checklist prepared by an admin so all details, attachments and hopefully all required items are prepared and ready for you by the time tax return prep is ready to begin. 

Big Picture Role Duties: 

• Preparing and reviewing tax returns. 

• Identify and address potential compliance issues or risks our clients face. 

• Advise on tax savings opportunities and macro level business decisions facing our clients. 

• Remain in a place of complete curiosity – at all times. 

• Maintaining effective communication internally to alert the team of opportunities and issues across all clients. 

• Conducting ongoing research to identify tax-saving opportunities and ensure client strategic planning. 

• Preparing tax planning resources and reports to allow us to educate clients throughout the year on their current tax picture. 

Role Characteristics:  
 
Motivated by Meraki: Meraki is the essence of putting part of yourself into your work. Whether you're navigating complex tax issues or balancing multiple deadlines, you approach every task with energy and optimism. Challenges aren't roadblocks but opportunities to grow, learn, and improve. You’re driven by the belief that your work is meaningful and adds value to both clients and the company. 
 
Collaborative Mindset: Though you excel at working independently, you value collaboration. You actively communicate with the CEO and other team members to ensure alignment on tax strategies and provide seamless client service. 

Client-Focused: You make tax season less daunting for clients, breaking down complex information and offering clear, concise advice. Your approach is client-first, ensuring that they understand their tax obligations and feel supported throughout the process. 
 
Curious and Knowledgeable: Tax laws evolve constantly, and you have a passion for staying ahead of the curve. Your curiosity drives you to dive deeper into tax codes, not just following the rules but understanding the “why” behind them.

Driven by Precision: Precision is the heart of tax preparation. You pride yourself on accuracy, ensuring every form is meticulously reviewed and compliant with federal, state, and local regulations. Whether it's entering financial data or filing returns, you leave no stone unturned. 
 
Driven by Integrity: Handling sensitive financial information is a core part of your role, and you do so with the highest level of ethical standards. Confidentiality and trust are your cornerstones, and you consistently operate with professionalism. 

Strategic Thinker: You’re not just focused on tax compliance—you’re also a forward-thinking strategist. You proactively seek out tax-saving opportunities and create tailored strategies that maximize client value. You’re always on the lookout for new regulations or changes that could impact clients, and you adapt quickly to ensure they stay ahead. 

Proactive Planner: Deadlines are critical in the world of taxes, and you excel at managing time effectively. You anticipate busy periods, prepare early, and keep clients informed to ensure all filings are completed on time, without stress.

Resilient and Adaptable: The tax world is unpredictable, but you’re ready for whatever comes your way. You handle shifting deadlines, unexpected client needs, and new tax regulations with a calm, solution-focused approach.

Attention to Detail + Analytical Thinking + Communication Skills: Just felt wrong to leave these off the list😊. But yeah... you get it, these things matter.

Key Responsibilities:

❑ Multiply Team Collaboration and Support:

• Maintain effective communication with the COO (Chief Operating Officer) and CEO (Chief Executive Officer) through written reports and presentations that summarize tax-related activities and insights.
• Provide insights and recommendations on tax-related matters to support strategic decision-making, ensuring alignment with organizational goals.
• Collaborate with the COO (Chief Operating Officer) and CEO (Chief Executive Officer) to identify opportunities for improving tax efficiency and compliance, leveraging data analysis and industry best practices.
• Offer guidance on financial decisions that may impact the organization’s tax position and overall financial strategy.
• Clearly communicate tax-related information and recommendations to the executive team, addressing any inquiries and concerns they may have.
• Identify opportunities for enhancing the organization's financial and tax services, contributing to overall business growth and client satisfaction.
  

❑ Tax Preparation and Compliance:

• Review tax returns for accuracy, completeness, and adherence to all relevant regulations.
• Input financial data into tax preparation software or paper forms, ensuring all income sources, deductions, and credits are accounted for.
  

❑ Tax Strategies and Financial Analysis:

• Identify opportunities for tax savings through strategic planning and analysis of financial statements.
• Research complex tax issues and interpret tax laws to provide accurate advice tailored to clients' unique situations.
• Analyze financial records to assess the impact of various tax strategies and develop strategic tax planning resources to educate clients year-round.
• Stay informed about changes in tax laws and regulations to adapt strategies that minimize tax liabilities.
• Conduct thorough research on complex tax issues and regulations to provide accurate advice and identify opportunities for tax savings.
• Interpret tax laws and rulings to ensure compliance and optimize tax outcomes for clients within the bounds of the law.

❑ Tax Strategies and Analysis:

• Conduct thorough research on complex tax issues and regulations to provide accurate advice and identify opportunities for tax savings.  

• Interpret tax laws and rulings to ensure compliance and optimize tax outcomes for clients within the bounds of the law. 

Required Qualifications: 

• Bachelor's degree in accounting, finance, or a related field (CPA certification is often preferred). 

• Minimum of 5 years of experience in U.S. business (1120S, 1120, 1065) and personal (1040) tax returns. 

• Strong proficiency in tax preparation software, such as Intuit ProConnect Tax Online, Drake Tax. 

• Proficiency in relevant technology tools including QBO, Microsoft 365, Google Sheets/Docs, SharePoint, ClickUp, Calendly, DEXT, Keeper, Fathom, and Loom. 

Preferred Qualifications: 

• EA (Enrolled Agent) certification. 

• CPA (Certified Public Accountant) certification. 

• Master's degree in accounting or finance. 

• Certifications in Certified Management Accountant (CMA). 

Skills and Competencies: 

• Excellent English skills, written and verbal, for clear, prompt remote communication. 

• Exceptional analytical and problem-solving skills, with the ability to interpret complex tax laws and regulations. 

• Strong attention to detail and accuracy, ensuring the highest level of compliance in tax preparation and planning. 

• Ability to work independently and as part of a team, demonstrating strong leadership and collaboration skills. 

• Commitment to ongoing professional development and a willingness to stay informed about changes in tax laws and regulations. 

• Outstanding organizational and time-management skills, handling multiple priorities and deadlines. 

• Ethical and trustworthy, adhering to professional codes of conduct and maintaining the highest standards of integrity. 

Four Qualities That Make You Unique: 

• You expertly navigate tough conversations, always leaving clients smiling and satisfied. 

• You are a productivity guru who can argue the merits of traditional spreadsheets versus the latest tech apps. 

• You have a knack for making financial data fun and interesting, not just informative. 

• Whether it is adobo vs. sinigang, or mango shake vs. buko juice, you have strong opinions on the best Pinoy food and drinks! 

Working Conditions and Management Expectation: 

• Full-time, Permanent Remote Setup: Enjoy the flexibility of working from home full-time with adaptable hours that fit both team and client needs. 

• Working hours (Healthy Work-Life Balance): Enjoy the flexibility of choosing your own work hours given that you'll efficiently manage your tasks and attend team meetings scheduled between Monday to Thursday, 8AM – 11AM ET. 

• Technical Requirements: Ensure a reliable internet connection with at least 50 to 100 Mbps download speeds and 10 Mbps upload speeds; and provide your own PC. 

• Performance Standards: Uphold high ethical standards of work and maintain Multiply Advisors’ core values and reputation. 

• Employment Status: It is important to note that this position is offered as an independent contractor role. As such, the individual will not be classified as an employee and will not receive typical employee benefits such as health insurance, paid time off, retirement contributions, etc. 

Benefits: 

• Healthcare Stipend: Annual healthcare allowance after six months of employment. 

• Competitive Salary: Starting at PHP 140,000 per month. 

• Paid Time Off: 10 days of vacation leave each year. 

• Long-Term Incentive Plan: Revenue pooling program with growth-based rewards. 

• Performance-Based Incentives: Additional incentives based on individual and team performance.