US Tax Specialist

9 hours ago

Bulacan, Philippines Magic Full time

Overview US Tax Specialist (1040 & 1044 Form Expert) - Freelance, Remote Location: Philippines Responsibilities Client communications & tax notice triage: Monitor and manage client emails and Outlook inboxes; draft responses and escalate complex or compliance-critical items; review IRS/state letters and draft suggested replies for approval; provide first-response guidance on routine individual tax inquiries and route complex issues to the correct team member. Tax software support & research: Use Drake (or similar tax software) to look up client situations and provide informed first responses; verify return details (1040 / 1044 knowledge) to ensure appropriate routing and accurate draft replies. Calls, lead qualification & scheduling: Handle inbound calls via RingCentral web, screen and qualify leads, book calls with the team, and route urgent matters appropriately; maintain calendar schedules (Outlook/Teams) and ensure accurate handoffs with answering service. CRM & data hygiene (migration): Add leads, update statuses, maintain consistent pipelines, and help resolve missing/inconsistent data during migration; document processes and maintain shared file organization (OneDrive/Google Drive). Process documentation & security: Maintain and improve standard operating procedures, document workflows, and ensure adherence to data security and client confidentiality practices. Qualifications Required: US individual income tax experience with working knowledge of tax notices and terminology; demonstrated familiarity with 1040 and 1044. Proficiency using Drake tax software or a comparable tax-prep system. Excellent spoken and written English. Experience handling inbound calls (RingCentral or similar), Outlook/Teams calendar management, and cloud file systems (OneDrive/Google Drive). Available to work Mon–Fri, 9:00 AM–5:00 PM ET (40 hours/week); start ASAP. WFH setup: Computer with at least 8GB RAM, at least Intel i5 or AMD Ryzen 5 or higher, internet speed of at least 40 Mbps, headset with noise-canceling microphone, webcam, back-up computer and internet, and a quiet, dedicated home workspace. Your superpowers Drake (or equivalent) tax software proficiency. CRM experience (Keap and/or GoHighLevel) and strong data hygiene skills. Familiar with RingCentral, Outlook/Teams, and cloud file systems. Comfort with responsible use of Copilot/ChatGPT for drafting and process automation. Empathy, clarity, initiative, and a client-focused mindset. Desire to grow tax resolution and real estate knowledge and contribute to community initiatives. Commitment to accuracy, consistency, and reliable operations. Work setup & hours Remote position. Must have a reliable internet connection and a quiet workspace. Provide own computer meeting the specified requirements. Hours: 40 hours per week; Mon–Fri, 9:00 AM–6:00 PM Eastern Time. Compensation $6 per hour No benefits package included #J-18808-Ljbffr

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