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. Theyre actively expanding their remote team and building long-term partnerships with skilled tax professionals in the Philippines.
Job Description: Youll 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. Youll 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 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
- HMO Coverage for eligible locations
- Permanent work-from-home
- Immediate hiring
ZR29469JOB
Required Skills:
.
Required Education:
s
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 ta...
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. Theyre actively expanding their remote team and building long-term partnerships with skilled tax professionals in the Philippines.
Job Description: Youll 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. Youll 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 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
- HMO Coverage for eligible locations
- Permanent work-from-home
- Immediate hiring
ZR29469JOB
Required Skills:
.
Required Education:
s
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