Tax Specialist

ROLE SUMMARY

Our client is looking for a positive-minded, well-organized Tax Specialist. This role will manage tax problem cases, assist with resolving clients' tax issues, analyze transcripts, and monitor and prepare tax returns. He/she will also handle light bookkeeping, preparation of various tax forms, and communicating directly with clients.

SCHEDULE: 9:00 AM – 6:00 PM Central Daylight Time (10:00 PM – 7:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

·       Handle coordination and management of client cases, ensuring that deadlines are met, and progress is tracked.

·       Analyze tax transcripts to determine the best course of action in resolving clients' tax problem

·       Prepare various types of tax forms such as collection information statements, direct debit installment agreements, offers in compromise, and more

·       Prepare tax returns for individuals and small businesses, often for multiple years at once

·       Create a set of books for often unorganized small businesses

·       Assist with IRS audits of individuals, partnerships, and corporations

·       Research tax laws on an as-needed basis

·       Organize and maintain files, records, and documents, ensuring easy access and retrieval of information

·       Maintain strict confidentiality and handle sensitive information with the utmost discretion

·       Develop proficiency in various technologies and software management tools used for tax preparation, bookkeeping, communication, and document management

QUALIFICATIONS

·       A Bachelor’s degree in the related field is preferred

·       Working knowledge of U.S. tax laws and Generally Accepted Accounting Principles

·       Experience with ProConnect Tax Online and QuickBooks Online.

·       Familiarity with Karbon or other Customer Relationship Management software

·       In-depth understanding of the entire Microsoft Office suite

·       Ability to organize a daily workload by priorities

·       Exceptional verbal and written English proficiency is required to be considered for this role