US Tax Preparation & Review Specialist | Remote

US Tax Preparation & Review Specialist (CPA / Enrolled Agent Preferred)

We are seeking an experienced accounting professional to provide specialized Level 2 support for complex customer inquiries related to US accounting, individual and small business taxation, bookkeeping, and payroll.

This role requires strong technical tax and accounting expertise, independent judgment, and client-facing communication skills—not just scripted responses, basic ticket routing, or return preparation.

The ideal candidate has hands‑on experience with individual and sole proprietor tax returns (Form 1040/Schedule

C), S Corporation tax returns (Form 1120-S), quarterly estimated taxes, and S Corporation compensation, along with the ability to investigate unfamiliar scenarios, research tax questions, and clearly explain technical concepts directly to clients.

Candidates must be comfortable working through complex issues independently, explaining their reasoning, and identifying appropriate solutions within the scope of their expertise.

• Provide specialized Level 2 support for complex US tax, accounting, bookkeeping, and payroll inquiries.
• Investigate and resolve escalated and directly assigned accounting and tax support tickets.
• Review and troubleshoot bookkeeping discrepancies, account reconciliations, and accounting transactions.
• Assist clients with:
  • Individual and sole proprietor tax return questions, including Form 1040 and Schedule
    
    C.
  • S Corporation tax return questions, including Form 1120-S.
  • Quarterly estimated tax payments, self‑employment tax, safe harbor rules, and payment deadlines.
  • S Corporation compensation, including reasonable salary requirements and shareholder distributions.
  • Tax notices, filing status questions, and tax return‑related inquiries within the authorized scope.
  • Payroll setup, processing issues, and troubleshooting.
• Communicate technical findings clearly and professionally through Zendesk, email‑style ticket responses, and scheduled phone support.
• Explain tax concepts, financial information, and recommended next steps directly to clients in a clear, accessible manner.
• Independently investigate unfamiliar scenarios, identify root causes, research relevant tax rules or guidance, and explain the reasoning behind proposed solutions.
• Coordinate with internal specialists when necessary and recognize when an issue requires additional expertise or escalation.
• Document resolutions and maintain accurate customer records.
• Identify recurring issues and opportunities to improve workflows and knowledge resources.
• Adapt to new internal systems as the client transitions away from Zendesk.
• Learn and work effectively with proprietary platforms and AI‑assisted workflows.

• Demonstrated professional accounting and tax experience, with hands‑on knowledge of US individual and small business taxation.
• Required technical tax experience:
  • Form 1040 / Schedule C:
    Experience with individual and sole proprietor tax returns.
  • Form 1120-S:
    Experience with S Corporation tax returns.
  • Quarterly estimated taxes:
    Knowledge of self‑employment tax, safe harbor rules, payment requirements, and deadlines.
  • S Corporation compensation:
    Understanding of reasonable salary requirements versus shareholder distributions.
• Strong working knowledge of bookkeeping, tax return review, account reconciliations, payroll, and financial reporting.
• Prior experience handling complex tax and accounting inquiries, tax notices, and client‑facing financial support.
• Direct client‑facing experience:
  Ability to explain tax concepts and financial information to clients, rather than working exclusively on tax return preparation or providing internal team support.
• Excellent written and verbal English communication…