CAS Specialist

Salary: P80,000 to P85,000 (Monthly Gross Package)

Schedule: Tuesday to Saturday - 05:00 AM - 1:00 PM  Manila Time (Client is following a Pacific Time Zone)

What are we looking for?

Skills Required:

Technical Requirements

• Bachelor Degree in Accounting, Finance or related field of study.
• 3-5 years of recognized bookkeeping or (CAS) Client Accounting Service.
• QuickBooks Experience: Transactional accounting with QuickBooks experience, a minimum of 2 years of recent experience working within QuickBooks Online or QuickBooks desktop.
• Bookkeeping Experience: Proficient in QuickBooks, ability to navigate various workflows including A/R, A/P, payroll, sales tax, journal entries, financial reporting, 3rd party apps integration, banking and credit card reconciliations.
• Knowledge of US tax laws, regulations and deadlines.

Nice to Have:

• CPA license.
• Some knowledge of accounting and tax in cannabis industry.
• Strong knowledge and familiarity of US Tax preparation (Business and Personal returns).
• Bookkeeping certification.
• Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients.
• Credentials/Certifications: QuickBooks Online Pro Certification or QuickBooks Online Advanced Certifications are preferred.

What will you do?

• Monthly client accounting/ bookkeeping projects.
• Maintaining client books as per supervisor instructions.
• Review CAS projects to ensure quality of the following documentation:

  ○ Checking Tax Basis of Financials- Cash or Accrual

  ○ Matching Balance Sheet to prior year tax return

  ○ Reverse entries for AP, AR, Cash, Credit Cards and Loans

  ○ Matching Payroll Wages and Payroll Tax to Payroll Tab

○ Ensure bank and credit card accounts have been properly reconciled each month.

  ○ Ensure auto loan accounts have been properly reconciled or adjusted properly.

○ Analyze balance sheet comparisons and identify any document differences.

○ Verify items under $1K are not capitalized to fixed assets.

  ○ Present Revenue variances to Managing Partner for solution.

  ○ Present variances in Tax Payable to Managing Partner for solution.

  ○ Complete Tax Workpaper allocations on P & L.

  ○ Customer Service and communication with Client as needed.

•  Refresh and ensure accuracy of the following Workpapers:

○ A03 Payroll tab

○  U01 Revenue Tab

○  C01 Cash Tab

○  K01 Tab (Credit Card, Auto Loans and Tax Payable)

• Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project,
• Assemblies, partner job status meetings- updating jobs in Office Tools (Compliance), Office Tools management, entering clients into LaCerte and client folders.
• Tax Return to pull missing data report from Lacerte for individual tax return for the tax team.
• Back up for support staff as needed

Join the awesome team and enjoy these benefits & perks:

• WFH
• Medical, Dental Coverage and Life insurance from day 1 of employment
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is an accounting firm based in Los Angeles, with satellite offices in Redlands, Palos Verdes, and (coming soon) Paris, France. They possess a broad scope of expertise to fulfill the business and individual needs of their clients. Their commitment includes providing tailored attention, exceptional service, and individualized collaborations to guarantee the achievement of their client's goals.

#ConnectOS #TeamConnectOS

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age’, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Company overview

ConnectOS is a leading provider of offshore talent for organisations in Australia, New Zealand, the US, Canada and the UK. For over a decade, we’ve been supporting our global clients with premium resourcing and productivity solutions.

ConnectOS is one of the fastest-growing offshoring companies in the world. Founded by our Australian CEO, we help companies across a range of industries activate their capability strategies and optimise their business operations with smarter ways to solve resourcing challenges.

Our vibrant, modern work environments achieve high levels of employee engagement: happy, healthy, committed people who love what they do. ConnectOS Team HQ is located at Mega Tower, EDSA in the heart of Manila, Philippines. Our Client Support HQ is based in Melbourne, Australia.

Why join us?

Are you looking for a role that provides opportunities to develop and grow? Take the next step in your career journey with us! We’ll provide you with a professional support structure and benefits to ensure you can thrive.

We offer Premium HMO, awesome technology and above-market remuneration. Our high performers are frequently invited to visit their colleagues internationally for professional development.

We’re always searching for great talent to join our team. If you’d like be part of a fast-growing industry leader with an exceptional company culture, we’d love to hear from you: [email protected]