US Tax & Accounting Support Specialist

Opsarmy; Ciudad de México; Remote; MXN 420,000 - 660,000; Full time

Job summary

Opsarmy seeks an experienced US Tax & Accounting Support Specialist to provide expert Level 2 support for complex US accounting, tax, bookkeeping, and payroll inquiries. The role emphasizes genuine accounting judgment and independent issue resolution.

Key responsibilities include investigating escalated tickets, reviewing reconciliations, and clearly communicating findings via Zendesk and phone support. The position requires working ET hours and adapting to evolving workflows.

Qualifications

• Professional accounting experience with US accounting and taxation.
• Strong knowledge of bookkeeping, tax return review, and reconciliations.
• Experience handling complex tax and accounting inquiries and customer-facing support.
• Excellent written and verbal English communication.
• Ability to explain complex topics to non-technical customers.
• Comfortable in a fast-paced tech-driven environment and learning proprietary AI-assisted workflows.

Responsibilities

• Provide Level 2 support for complex US accounting, tax, bookkeeping, and payroll inquiries.
• Investigate and resolve escalated accounting and tax tickets.
• Review and troubleshoot bookkeeping discrepancies and transactions.
• Assist customers with tax notices, filing status questions, and tax return questions.
• Support payroll questions, setup, and processing issues.
• Communicate findings via Zendesk, email, and scheduled phone support.
• Independently investigate issues, identify root causes, and coordinate with internal specialists.
• Document resolutions and maintain accurate customer records.
• Identify recurring issues and suggest workflow improvements.
• Learn and adapt to proprietary platforms and AI-assisted workflows.

Skills

Accounting experience

US tax knowledge

Bookkeeping

Tax return review

Account reconciliations

Payroll

Financial reporting

English communication

Analytical skills

Troubleshooting

Documentation

Independent problem solving

Explain complex topics

Learning new systems

Education

CPA certification

Enrolled Agent (EA) certification

Tools

QuickBooks

Microsoft Excel

Google Sheets

Zendesk

Slack

Payroll software

Job description

US Tax & Accounting Support Specialist

Position Overview

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.

Schedule & Coverage

• 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.

Key Responsibilities

• 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.

Required Qualifications

• 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.

Preferred Qualifications

• 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.

Technical Skills & Tools

• 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.

What We Prioritize

Candidates should demonstrate the following priority of skills:

1. Technical accounting expertise — first priority
2. Communication and problem-solving skills — second priority
3. Prior support platform experience — third priority