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Tax Help Desk Associate

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Aprio

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Location:
Philippines , Clark, Pampanga or Makati

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We are seeking a detail-oriented and responsive Tax Help Desk Associate to support our accounting firm’s tax professionals and ensure smooth operation of tax software applications. This role is critical in maintaining productivity across the firm by resolving technical issues, managing software configurations, and supporting tax-related processes.

Job Responsibility:

  • Respond promptly to help desk inquiries to minimize workflow disruptions
  • Provide clear, accurate, and timely resolutions to user issues
  • Liaise with CCH Premium Support to resolve software-related issues
  • Communicate software problems to internal IT-Support for firm-wide awareness and resolution tracking
  • Roll forward tax returns annually across all firm locations
  • Create second versions of returns as needed for review or correction
  • Convert and restore returns from other CCH Axcess accounts or third-party software into the firm’s system
  • Manage configuration sets, including creation and modification
  • Assist with onboarding tasks such as adding signers, configuring return groups, and updating client IDs
  • Support return conversion and office setup during mergers
  • Perform backup and restoration of returns within CCH Axcess as required
  • Add new users and assign locators for consolidated returns
  • Generate transfer keys for locator migration from other firms
  • Respond to user issues such as import errors, access requests, and usage anomalies
  • Collaborate with internal and external K1X specialists to resolve issues

Requirements:

  • Bachelor’s degree in Accounting, Information Technology, Business Administration, or a related field
  • At least 2 years of related work experience in a help desk, tax operations, or software support role
  • Hands-on experience with CCH Axcess Tax, GoSystemsRS Tax, and K1X preferred
  • Strong analytical, problem-solving, and communication skills
  • Exceptional attention to detail and ability to manage multiple priorities under time-sensitive conditions
  • Must be willing to work West Coast hours (11:00 PM – 8:00 AM PH Time)

Nice to have:

Familiarity with tax workflows and accounting firm operations is a plus

What we offer:
  • Wellness program
  • HMO coverage
  • Rewards and Recognition program
  • Free shuttle service (provided by CDC | for onsite employees)
  • Free lunch meal (For onsite employees)
  • On-demand learning classes
  • Discretionary time off and Holidays
  • Performance-based salary increase
  • Discretionary incentive compensation based on client or individual performance
  • Hybrid set up to selected roles/location, terms and conditions may apply
  • CPA & Certification Assistance and Bonus Program

Additional Information:

Job Posted:
February 17, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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