Skip to content

CLEAR YOUR COMPLIANCE LOAD WITH AN OFFSHORE TAX ACCOUNTANT

Move return preparation, reconciliations and month-end close off your senior accountants. Our tax accountants in the Philippines get the file to review-ready, so your team spends its time on advice, review and lodgement.

FinServ Banner - Claims Processor
  • Free up your core team
  • Lower operating costs
  • Capacity to grow
300+
Businesses Helped
1k+
Skilled Professionals
20 days
Avg time to hire
97%
Staff Retention
THE BUSINESS CHALLENGE

Solving broking capacity

bottlenecks

Insurance and mortgage brokers face constant pressure to grow portfolios while maintaining strict compliance and service standards. However, senior onshore brokers often spend up to 40% of their working hours on administrative back-office tasks rather than advising clients and closing new business.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making administrative hiring unsustainable

team-burnout

Core team stretched thin?

Onshore broker burnout caused by repetitive data entry and document processing

high-turnover

Delayed customer service?

Delayed renewal processing and quote generation due to capacity limits

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining qualified talent locally

THE BUSINESS CHALLENGE

SOLVING TAX COMPLIANCE Bottlenecks 

Accounting firms face constant pressure to clear compliance work on time while holding quality and margin. But senior accountants spend much of the season preparing returns, chasing client records and reconciling ledgers rather than reviewing, advising and building the relationship.

Common bottlenecks include:

rising-costs

Margins under pressure?

High onshore labor costs making compliance work barely profitable

team-burnout

Core team stretched thin?

Accountant burnout through peak season preparation and rework

high-turnover

Delayed customer service?

 Returns and month-end reporting landing late to clients 

hiring-bottlenecks

Hiring hurdles?

Difficulty finding and retaining qualified tax staff locally

The role

Role overview & what you get

A dedicated offshore Tax Accountant takes the file from raw client records to review-ready. They gather the documentation, reconcile the ledgers, prepare the return and support the close, with review, advice and lodgement staying with your registered agent onshore.

01 Tax Return Preparation
  • Preparing preliminary income tax returns for individuals, companies and trusts
  • Calculating depreciation, capital gains and standard deduction schedules
  • Preparing BAS and IAS workpapers for review
  • Documenting positions taken and queries raised for the reviewer
02 Client Records & Documentation
  • Gathering and organising client financial documentation each period
  • Following up outstanding records, statements and substantiation
  • Building and maintaining working paper files to your firm's standard
  • Keeping records filed and audit-ready in your document system
03 General Ledger & Reconciliations
  • Reconciling general ledger accounts and clearing unmatched items
  • Reconciling bank, loan, GST and payroll clearing accounts
  • Preparing and posting journals for accruals, prepayments and adjustments
  • Identifying coding errors and inconsistencies for correction
04 Month-End Close & Compliance Support
  • Assisting with the monthly close and preparing draft management accounts
  • Preparing compliance workpapers and supporting schedules for review
  • Tracking lodgement deadlines and flagging files at risk of running late
  • Maintaining checklists so each file meets your firm's review standard
THE HAMMERJACK SOLUTION

Support built around your ACCOUNTANTS

We help you build a dedicated offshore support model. By pairing your onshore accountants with a specialised offshore Tax Accountant in the Philippines, you remove compliance friction, lower operating overhead, and create real operational leverage.

What could your business achieve with the right team behind it?

Onshore

What stays with your team

  • Tax advice and positions
  • Lodgement and sign-off
  • Registered agent authority
  • The client relationship
Offshore

What your hammerjack team handles

  • Preliminary return preparation
  • General ledger reconciliation
  • Working paper and documents
  • Month-end close support
HOW IT WORKS

Offshore that works. Real leverage.

icon_start_with_you
Understanding what you are solving for

We start with where your team is stretched, then build a plan around your budget, timeline, and the roles that would give you the most room.

icon_dedicated_account_manager
Finding the right talent

Our in-house recruiters source degree-qualified, experienced professionals, screened and tested for skill and long-term cultural fit with your brokers.

icon_smooth_setup
Full support for you and your staff

A dedicated Customer Success Manager and People & Culture partner look after the relationship on both sides, so your team stays engaged and aligned.

icon_new_hire_goes_live
Get real offshore value

We handle the employment, HR, IT, and compliance infrastructure. You keep control of the work, and get back capacity to grow.

FAQ

Will offshore admin staff follow our processes?
Yes. Staff are trained on your systems and workflows.
Can roles align to our operating hours?
Yes. Working hours can be structured to suit your needs.
Is offshore admin suitable for long-term roles?
 Yes. Teams are built for stability and continuity.

Tell us the roles you need filled

We'll handle the rest.