Are you a Tax Operations Specialist with exceptional organizational skills, a keen eye for detail, and a track record of delivering outstanding results Do you thrive in a professional yet fun environment, where collaboration and support drive your passion for excellence If so, we've got the perfect opportunity for you! WHAT'S IN IT FOR YOU Competitive salary (depending on skills and experience); 13th month pay; Annual salary increase based on performance; Enjoy 24 days of PTO credits annually (can be utilized for personal, sick days and holidays) ; Dayshift schedule: Mon- Fri work from 6AM-3PM PH time; Remote opportunity! Work from the comfort of your home with equipment provided!; Full-time role as Independent Contractor (no BPO involvement); Long term opportunity with career growth and advancement; Exciting, relationship-based company that genuinely cares about its people and clients; Embark on a journey with a company that embraces enthusiasm, supports work-life balance, fosters a fun yet professional atmosphere, champions technology, offers flexibility, and values integrity and kindness, all while nurturing collaborative growth and an adaptive mindset CLIENT BACKGROUND Our client is a US-based accounting firm where its ethos reflects the multifaceted qualities of agate stones, embodying values that aim to raise awareness, instill confidence, foster tranquility, and cultivate adaptability. They serve as trusted accountants, tax advisors, and wealth managers, understanding the common struggles faced by business owners who feel disconnected from their financial data and burdened by managing various service providers beyond their expertise. Our client offers a seamless, coordinated approach, providing clarity and peace of mind. With a holistic perspective, they piece together the entirety of their clients' financial puzzles, sparing them the frustration of navigating multiple advisors and ensuring that nothing essential slips through the cracks. Our client simplifies the financial aspects of their clients' lives and empowers them to focus on what truly matters. DUTIES AND RESPONSIBILITIES: Monitoring communications in the client portal, providing updates to clients, answering client questions regarding work in progress. Monitoring tax transcript platform for potential tax notices, retrieve tax transcript information as requested. Tracking tax team workflow. Intake, sorting, labeling, initial analysis of client tax information. Preparation of tax return workbooks. Processing and delivering tax returns. Electronic filing of tax returns, including correcting e-filing rejections. Limited tax return preparation may be involved, but this is primarily a support role. Collaborate and work closely with Tax Operations Lead, other members of the tax team, and other firm team members - both in the US and in the Philippines. QUALIFICATIONS Bachelor&aposs degree in accounting or a related field. At least 1 - 2 years of experience working for a US tax/CPA Firm Proficiency in Microsoft Outlook, Teams, SharePoint, TaxDome, Drake Tax, Pitbull Tax, and ClickUp (or a similar tool). Excellent communication skills, both written and verbal, to effectively interact with clients and internal team members. ADDITIONAL REQUIREMENTS Reliable, stable and high-speed internet access Secluded workstation to ensure a private and distraction free space Data security conscious. We highly value being respectful of our clients' confidential information DESCRIPTION OF IDEAL CANDIDATE Kind: You are not only highly skilled and competent but also exemplifies kindness in your interactions. You prioritize empathy and understanding, fostering positive relationships with colleagues and clients alike. Critical Thinker : You approach problems with a strategic and analytical mindset. You possess the ability to dissect complex issues, evaluate information impartially, and draw insightful conclusions. Your keen attention to detail allows you to identify underlying patterns and potential pitfalls, enabling you to make well-informed decisions. Independent and Flexible : You have the capacity to take ownership of tasks and projects allowing you to excel in a variety of work settings. You exhibit a flexible and adaptable nature, readily embracing changes and adjusting your approach to meet evolving needs. Highly Organized : You excel at structuring and managing your time, tasks, and resources in a systematic and efficient manner. Proactive and Self-Starter: You thrive in taking initiative and driving projects forward. With a natural inclination for proactivity, you don&apost wait for instructions but instead anticipate needs and seize opportunities. Communicative and Collaborative : You have a natural inclination for open dialogue, contribute actively to group discussions, share ideas seamlessly, and build positive relationships with team members. Are you the Tax Operations Specialist we've been looking for If you're ready to seize this incredible opportunity, don't hesitate! Submit your application now! Show more Show less