Remote Tax Prep & AI Workflow Specialist

Globaltize; United States; Remote; USD 60.000 - 90.000; Vollzeit

Zusammenfassung

Globaltize in the United States is seeking a Tax Preparation & Workflow Specialist to manage tax returns from a fully remote setting, leveraging AI-driven tools to streamline the process.

You will prepare individual and business returns, coordinate with clients, review files for accuracy, and escalate complex issues to senior staff as needed. Strong US tax knowledge and software experience are essential.

Qualifikationen

• Strong knowledge of US individual and business tax rules.
• Experience preparing returns with professional tax software.
• Excellent written and verbal English communication.
• Ability to manage multiple client files with high accuracy.

Aufgaben

• Manage inventory of individual and business tax returns and deadlines.
• Prepare and process returns using professional software.
• Use AI tools for tax research and return reviews.
• Review files for accuracy and completeness before finalizing.
• Coordinate with clients to collect docs and provide status updates.
• Escalate complex matters to seniors or attorneys when needed.

Kenntnisse

US tax knowledge

Tax software experience

English communication

Attention to detail

Tools

Drake Tax

Jobbeschreibung

Globaltize in the United States is seeking a Tax Preparation & Workflow Specialist to manage tax returns from a fully remote setting, leveraging AI-driven tools to streamline the process.

You will prepare individual and business returns, coordinate with clients, review files for accuracy, and escalate complex issues to senior staff as needed. Strong US tax knowledge and software experience are essential.