USA Accountant PH Level A

Unlock your potential! At TOA Global, we are obsessed with helping people thrive in their businesses, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, Philippines, South Africa, and South America, supporting our global clients in the accounting industry.

About this role

Manage bookkeeping, tax compliance, payroll, investments, expenses, and reporting. Support tax filing, risk management, and software research.

Bookkeeping: Categorize financial transactions bi-weekly or more frequently as needed.

Tax Compliance & Risk Management:

• Ensure timely payment of taxes and assist in preparing annual tax filings.
• Ensure financial compliance with local, state, and federal regulations.
• Maintain up-to-date records for audits or regulatory reviews.
• Monitor investment risks and alert management to any red flags.

Payroll Support:

• Provide assistance in processing payroll and managing related tax obligations.
• Support on questions regarding unemployment benefits and other employee questions.

Investment Monitoring:

• Track and monitor investments for a Single Member LLC and Limited Partnership using account statements (no valuation required).
• Complete subscription documents for new fund investments.
• Maintain organized records of investment activity.

Expense Tracking and Payment:

• Categorize, track, and oversee payment to vendors and contractors.
• Manage recurring expenses, subscriptions, and service contracts.
• Oversee business credit card or expense reimbursements.
• Identify cost-saving opportunities.
• Oversee and record the limited expenses associated with the LLC.

Business Reporting:

• Prepare and update monthly Profit & Loss (P&L) statements and Balance Sheets for financial visibility.
• Generate periodic cash flow reports and expense summaries.
• Assist in financial forecasting and budgeting based on historical data.
• Provide ad hoc financial reports to support business decisions.
• Provide cash flow forecasting to support financial planning.
• Ensure proper documentation for investment activities.

Tax Filing Preparation:

• Assist in compiling necessary financial data to support the CPA in filing tax returns for the LLC and LP.
• Support on depreciation schedules, asset tracking, etc.

Software and Tools: Research financial tools and/or software as appropriate.

About you

• Bachelor’s degree in accounting, finance, or a related field.
• Certified Public Accountant or Enrolled Agent equivalent certification is a plus but not required.
• 5+ years of accounting experience, preferably with small business or investment entities.
• Familiarity with investment tracking and fund subscription documents.
• Proficiency in QuickBooks (Both Online and Desktop).
• Strong attention to detail and ability to work independently.
• Excellent organizational and communication skills.

What you need to know

Salary and other benefits

• Competitive basic salary
• Non-taxable allowances
• Night differential

Benefits

• The best Health and Insurance Plan (up to 50k maternity benefits; enroll your dependents, parents, or common-law partner)
• Enjoy your Tenure Recognition Program with additional free HMO-dependent or Cash incentives.
• An Annual Performance Review with a Salary Increase
• Logging off on time for you to enjoy more personal time.
• International career growth and connections
• Access to certifications and courses from the Ab2 Institute of Accounting
• Unlimited cash incentives for hired referrals.
• Having weekends off and taking up to 21 paid leave days
• A family-first culture and work-life fulfilment.
• 20+ options of free coffee and chocolate drinks
• Billiards, table tennis, or foosball in our breakout room
• Exclusive TOA merchandise and fun onsite activities
• Healthy workplace near residences, malls, restaurants, and sports hubs

We live by our values to cultivate and foster growth and innovation.

BE AWESOME: Exceptional individuals create collective genius. We celebrate success, reward outstanding performance, and make work fun by fostering a supportive and inspiring environment.

KEEP IT REAL: We value honesty, accountability, and open communication. We own our actions, prioritise compassion, empathy, and understanding, and foster meaningful conversations.

BRING THE WOW: We strive for excellence in everything we do. Going the extra mile is our standard, as we are committed to delivering outstanding results.

DREAM BIG, ACHIEVE MORE: We embrace a culture of continuous learning, exploration, and improvement. With ambitious goals, we constantly seek knowledge and self-improvement.

Join TOA Global and experience the difference!

We passionately embrace diversity and inclusion in all aspects of our organization. We believe by fostering an environment that values and celebrates individuals from diverse backgrounds, we unlock innovation, drive creativity, and amplify our ability to serve our customers and communities with excellence.