Remote Ai-Ready Accounting Specialist & Rubric Designer
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Benefits offered by this job
Job summary
AgileEngine, a US-focused software services leader, seeks an experienced Level 2 Tax & Accounting Support Specialist to assist US accounting, tax, payroll, and bookkeeping inquiries from a remote Argentina location. You will investigate complex issues, communicate clearly, and coordinate with specialists to resolve tickets.
The role requires CPA/EA preferred credentials, strong English, and experience in US taxation. Flexible shifts and US alignment with ET hours are expected.
Qualifications
- Experience in US accounting and tax advice.
- Strong written and verbal English communication.
- Ability to explain complex topics to non-technical customers.
Responsibilities
- Provide Level 2 support for US accounting, tax, payroll, and bookkeeping inquiries.
- Investigate escalated tickets and coordinate with internal teams.
- Review reconciliations and accounting transactions for accuracy.
- Assist clients with tax notices, filing status questions, and related inquiries.
- Support payroll questions and processing issues as needed.
- Document resolutions and maintain customer records.
Skills
Education
Tools
Job description
AgileEngine is an Inc. 5000 company that creates award-winning software for Fortune 500 brands and trailblazing startups across 17+ industries. We rank among the leaders in areas like application development and AI/ML, and our people-first culture has earned us multiple Best Place to Work awards.
If you're looking for a place to grow, make an impact, and work with people who care, we'd love to meet you!
We are looking for a Client Partner to serve as a trusted advisor to C-level and VP-level executives at large US enterprises, defining and leading AI-driven digital transformation strategies from inception through execution. You will partner with clients to shape AI adoption initiatives, translate complex technology into business outcomes, and oversee account performance in close collaboration with delivery and engineering teams. The role requires deep IT services consulting experience, strong technical fluency, and quarterly travel to the US.
- Act as a trusted advisor to C-level and VP-level executives within large enterprise organizations;
- Define and lead strategic initiatives related to digital transformation, modernization, and AI adoption;
- Partner with clients to shape AI strategies, identify high-impact use cases, and support end-to-end execution of these initiatives;
- Help organizations translate complex technical concepts into actionable business outcomes through a consulting approach;
- Oversee account performance metrics and implement strategies for continuous improvement;
- Travel to the U.S. quarterly to meet clients and strengthen relationships.
- 5+ years of consulting experience in the U.S. ;
- Proven experience managing client relationships in the IT services or custom software development industry ;
- Excellent communication and stakeholder management skills with the ability to translate technical concepts into business value;
- Experience within large enterprise organizations, including participation in or leadership of digital transformation or modernization programs ;
- Advanced English (written and spoken);
- Strong technical understanding of IT projects;
- Exceptional leadership and relationship-building skills;
- U.S. residency or a valid U.S. visa with availability to travel to the U.S. once per quarter.
- Experience in the Financial Services industry.
- Professional growth : Mentorship, TechTalks, and personalized growth roadmaps.
- Competitive compensation : USD-based pay with education, fitness, and team activity budgets.
- Exciting projects : Modern solutions with Fortune 500 and top product companies.
- Flextime : Flexible schedule with remote and office options.
We are seeking an experienced accounting professional to provide specialized Level 2 support for complex customer inquiries related to US accounting, tax, bookkeeping, and payroll .
This role requires genuine technical accounting judgment , not just scripted responses or basic ticket routing. The ideal candidate has strong accounting and tax expertise, excellent communication skills, and the ability to independently investigate and resolve complex issues.
We are seeking an experienced accounting professional to provide specialized Level 2 support for complex customer inquiries related to US accounting, tax, bookkeeping, and payroll .
This role requires genuine technical accounting judgment , not just scripted responses or basic ticket routing. The ideal candidate has strong accounting and tax expertise, excellent communication skills, and the ability to independently investigate and resolve complex issues.
- Required coverage window: 8:00 AM-8:00 PM Eastern Time (ET)
- Individual schedules will be staggered to provide coverage during US business hours.
- Ability to work shifts that overlap with US business hours is required.
- Specific shifts and weekly schedules will be finalized with the client.
- Provide specialized Level 2 support for complex US customer accounting, tax, bookkeeping, and payroll inquiries.
- Investigate and resolve escalated and directly assigned accounting and tax support tickets.
- Review and troubleshoot bookkeeping discrepancies, reconciliations, and accounting transactions.
- Assist customers with:
-
- Tax-related inquiries
- Tax notices
- Filing status questions
- Tax return-related questions within the authorized scope
- Support payroll questions, setup, processing issues, and troubleshooting.
- Communicate technical findings clearly and professionally through Zendesk, email-style ticket responses, and scheduled phone support.
- Independently investigate issues, identify root causes, and coordinate with internal specialists when necessary.
- 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 experience, ideally with exposure to US accounting and taxation.
- Strong working knowledge of:
-
- Bookkeeping
- Tax return review
- Account reconciliations
- Payroll
- Financial reporting
- Prior experience handling complex tax and accounting inquiries, tax notices, and customer-facing financial support.
- Excellent written and verbal English communication.
- Strong:
-
- Analytical skills
- Troubleshooting skills
- Documentation skills
- Independent problem-solving skills
- Ability to explain complex accounting and tax topics to nontechnical customers.
- Comfortable working in a fast-paced, technology-driven environment with evolving workflows.
- Ability to learn new systems, including proprietary platforms and AI-assisted workflows.
- Certified Public Accountant (CPA) - strongly preferred.
- Enrolled Agent (EA) certification - highly desirable, particularly for candidates with US tax experience.
- Background in a Big Four accounting firm, established accounting practice, or comparable professional accounting environment.
- QuickBooks certification or experience.
- International CPA credentials may be considered, provided the candidate can demonstrate relevant knowledge of US accounting and tax practices.
- QuickBooks or comparable accounting software
- Microsoft Excel / Google Sheets
- Zendesk - preferred, not required; training can be provided.
- Slack or similar collaboration tools
- Familiarity with tax preparation and payroll software is beneficial.
- Ability to learn proprietary platforms and AI-assisted workflows.
Candidates should demonstrate the following priority of skills:
- Technical accounting expertise — first priority
- Communication and problem-solving skills — second priority
- Prior support platform experience — third priority
Advice, tax review, and other regulated activities must remain within the individual's qualifications and the client's approved responsibilities.
This position requires sound technical accounting judgment and the ability to handle complex issues appropriately while staying within the authorized scope of the role.
Level 2 Tax & Accounting Support Specialist (CPA / EA Preferred) (Enrolled Agent (EA))
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