Job Description:
You’ll serve as the critical bridge between clients and tax preparation services, ensuring quality and accuracy while maintaining strong client relationships. This role puts you at the center of tax operations for a growing firm, where your expertise directly impacts client satisfaction and business success. You’ll have the opportunity to shape tax processes and contribute to building a world-class remote tax team. 

Client Overview:
A well-established CPA firm specializing in monthly bookkeeping services and handling approximately 300 tax returns annually. The firm operates a strategic hybrid model, combining in-house expertise with outsourced services to deliver comprehensive tax solutions. They’re actively expanding their remote team and building long-term partnerships with skilled tax professionals in the Philippines.

Schedule:

• Monday - Friday, 09:00 AM - 05:00 PM CST (40 work hours per week) Note: This role requires a 5-hour overlap from 9 am to 1 pm CST. The remaining 3 hours per day can be worked flexibly. 

Responsibilities:

• Review and quality-check tax returns prepared by outsourced tax preparation companies
  
• Communicate directly with clients regarding tax matters, questions, and updates
  
• Serve as primary liaison between clients and external tax preparation services
  
• Ensure accuracy and compliance of all tax work before client delivery
  
• Manage client relationships and provide expert tax guidance and support
  
• Coordinate workflow between internal team and outsourced partners
  
• Maintain detailed documentation of client communications and tax decisions
  
• Support the development and training of additional team members as the department grows
  

Requirements:

• CPA certification required
  
• Minimum 5 years of experience working for CPA firms
  
• Minimum 5 years of hands-on US tax preparation and review experience
  
• Strong proficiency with QuickBooks for accounting functions
  
• Experience with ProConnect tax software (or ability to learn quickly)
  
• Excellent written and verbal communication skills for client interaction
  
• Bonus if you have experience managing outsourced relationships
  
• It helps if you have experience training or mentoring junior tax staff
  

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

• Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.