Job Description
US Tax Accountant (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, tax, bookkeeping, and payroll.
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
- Technical accounting expertise — first priority
- Communication and problem‑solving skills — second priority
- Prior support platform experience — third priority