Job Description
This is a remote position.
Schedule :
- 40 hours per week
- Monday to Friday, 9 am to 5 pm Sugar Land, TX
- Including a 30 minute paid break
- Client Timezone : Central Time (Houston)
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.
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.
Responsibilities :
Review and quality-check tax returns prepared by outsourced tax preparation companiesCommunicate directly with clients regarding tax matters, questions, and updatesServe as primary liaison between clients and external tax preparation servicesEnsure accuracy and compliance of all tax work before client deliveryManage client relationships and provide expert tax guidance and supportCoordinate workflow between internal team and outsourced partnersMaintain detailed documentation of client communications and tax decisionsSupport the development and training of additional team members as the department growsRequirements :
CPA certification requiredMinimum 5 years of experience working for CPA firmsMinimum 5 years of hands-on US tax preparation and review experienceStrong proficiency with QuickBooks for accounting functionsExperience with ProConnect tax software (or ability to learn quickly)Excellent written and verbal communication skills for client interactionBonus if you have experience managing outsourced relationshipsIt helps if you have experience training or mentoring junior tax staffIndependent Contractor Perks
HMO Coverage for eligible locationsPermanent work-from-homeImmediate hiringZR_29469_JOB
Requirements