US Tax Specialist (CPA/EA) - Level 2 Support

OpsArmy; Santiago de Querétaro; A distancia; MXN 1.501.000 - 2.063.000; Jornada completa

Descripción de la vacante

OpsArmy is seeking a US Tax Preparation & Review Specialist (CPA / Enrolled Agent preferred) to provide expert Level 2 support for complex US tax, accounting, bookkeeping, and payroll inquiries. The role emphasizes independent problem solving, client communication, and proactive research to resolve intricate tax questions.

Ideal candidates have hands-on experience with Form 1040/Schedule C, Form 1120-S, quarterly estimates, and S Corporation compensation, and can explain concepts clearly to

Formación

• Hands-on knowledge of US individual and small business taxation.
• Experience with Form 1040/Schedule C and Form 1120-S.
• Familiarity with quarterly estimated taxes and S Corporation compensation.
• Ability to explain tax concepts clearly to clients.
• Strong written and verbal English communication.
• Ability to research tax questions and investigate unfamiliar scenarios.
• Comfortable working in a fast-paced, tech-driven environment.

Responsabilidades

• Provide Level 2 support for complex US tax, accounting, payroll, and bookkeeping inquiries.
• Investigate and resolve escalated tax and accounting tickets.
• Review bookkeeping discrepancies and account reconciliations.
• Assist clients with individual, sole proprietor, and S Corporation tax questions.
• Address quarterly estimated taxes, safe harbor rules, and deadlines.
• Explain tax concepts and financial information directly to clients.
• Document resolutions and maintain accurate client records.
• Coordinate with internal specialists when escalation is needed.
• Learn proprietary platforms and AI-assisted workflows.

Conocimientos

US tax expertise

Client-facing communication

Analytical thinking

Problem solving

Research skills

Educación

CPA/EA preferred

Herramientas

QuickBooks

Excel

Zendesk

Slack

Descripción del empleo

OpsArmy is seeking a US Tax Preparation & Review Specialist (CPA / Enrolled Agent preferred) to provide expert Level 2 support for complex US tax, accounting, bookkeeping, and payroll inquiries. The role emphasizes independent problem solving, client communication, and proactive research to resolve intricate tax questions.

Ideal candidates have hands-on experience with Form 1040/Schedule C, Form 1120-S, quarterly estimates, and S Corporation compensation, and can explain concepts clearly to