Overview
As the critical link between clients and tax operations, you will ensure high-quality accuracy and maintain strong relationships for a well-established, growing CPA firm. This role puts your expertise at the center of a strategic hybrid model, where you will shape tax processes and directly impact business success. You will have the unique opportunity to help build and lead a world-class remote tax team as the firm expands its partnerships 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 9:00 AM to 1:00 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.
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