Tax Admin (US)

Job Title: Tax Admin (US)
Location: Remote, Philippines
Company: Meester & Company

About Us:
Meester & Company is a growing firm specializing in high-quality tax, advisory, and client accounting services. We’re passionate about empowering our clients to manage their finances effectively and providing accurate, tax-efficient solutions. As we expand, we’re seeking a skilled Tax Admin to join our team. This role is critical to ensuring the efficiency and accuracy of our tax return preparation and delivery processes.

Position Overview:
We’re looking for a proactive Tax Admin who thrives in a dynamic, fast-paced environment. This role is perfect for a detail-oriented professional who excels at tax-related administrative tasks, quality control, and process improvements. You will play an essential role in our tax team, supporting seamless service delivery for our clients.

Key Responsibilities:
• Tax Source Document Intake & Quality Control
o Review intake of tax source documents for accuracy and compliance.
o Organize and manage supporting documents and workpapers in file storage, SurePrep, and CS Workpapers, adhering to standard naming conventions.
o Provide review notes and collaborate with the preparation and advisory team to ensure accuracy and completeness.
• Client Information Request Management
o Compare received documents with client information requests to identify gaps.
o Provide updated requests and discussion notes to the tax team.
o Assist with client Requests for Information (RFIs).
• Tax Filing Process & Administrative Support
o Assist with tax return preparation and e-file form collection.
o Support project closure in Karbon, SurePrep, and Workpapers.
o Help onboard clients into the tax process.
• Process Management
o Collaborate with teaUpgrade to see actual infombers to meet client deadlines.
o Implement and refine processes to enhance efficiency and accuracy.
• Software Utilization
o Use tools such as Thompson Reuters Suite (UltraTax, Workpapers, Planner, Fixed Assets), SurePrep, and SafeSend to support the tax compliance process.

Qualifications:
• Bachelor’s degree in accounting or equivalent experience.
• CPA license (US or PH) or Enrolled Agent certification preferred.
• At least 2 years of US tax preparation or related administrative experience.
• Familiarity with the US tax return preparation and filing process.
• Experience in a digital, remote, paperless environment.
• Excellent analytical and organizational skills.
• Proficient in tools like Thompson Reuters UltraTax, SafeSend, and SurePrep.
• High attention to detail and strong time management skills.
• Exceptional English communication skills, both written and verbal.
• Tech-savvy and quick to adapt to new tools and processes.
• Self-motivated and able to work independently.
• Committed to continuous improvement and contributing to firm growth.

Why Join Us:
• Work remotely and manage your own schedule
• Be part of a collaborative and supportive team that values growth and innovation
• Opportunity for professional development and advancement as the company grows
• Competitive compensation package with oversight by an in country (PH) manager

Next Steps:
• Submit a brief written introduction via this Upgrade to see actual info posting, explaining why you’re a good fit and excited for the role.
• Record and send a Loom video (no longer than 3 minutes) discussing your experience with U.S. tax return Admin and quality control and any additional qualifications. Send the video to Upgrade to see actual info you’re a detail-oriented, motivated Tax Adman looking for an opportunity to grow and make an impact, we want to hear from you!