Tax Accountant: Client Onboarding

Tax Accountant: Client Onboarding

Job Type: Full-Time, Salaried

Key Details:
- CPA or Enrolled Agent License is required
- Schedule: Monday-Friday 4pm - 12am Philippine Time, with some flexibility.

Job Summary:
We are seeking a skilled and detail-oriented Tax Accountant: Client Onboarding to join our remote team. In this role, you will play a key part in welcoming clients, answering tax-related questions, and ensuring the accuracy and completeness of client information for tax preparation. This is a client-facing role requiring excellent communication skills and an understanding of U.S. tax laws.

About Us:
TFX is a premier online tax preparation service dedicated to assisting U.S. expatriates with their unique tax needs. Our mission is to provide reliable, accurate, and efficient tax solutions to U.S. citizens living abroad.

Key Responsibilities:
- Conduct virtual and phone meetings with current and prospective U.S. tax clients to assist with onboarding and address their - tax-related questions.
- Provide professional and accurate responses to individual tax inquiries.
- Collaborate with the Customer Success team to manage and enhance client communications.
- Assist clients in completing tax questionnaires, ensuring information is clear and complete.
- Review completed tax questionnaires for accuracy and consistency.
- Examine client tax documentation, extract relevant information, and input data accurately into tax preparation software.
- Proactively reach out to prospective and existing clients via phone, email, or other channels to facilitate the collection of necessary tax documentation.

Qualifications:
- Minimum of 2 years of experience preparing U.S. tax returns, preferably individual returns.
- Excellent written and spoken English communication skills, with demonstrated ability to communicate effectively with native English speakers.
- Experience working with native English speakers via written and live channels in professional settings such as tax preparation, customer service, or similar roles.
- Strong knowledge of U.S. tax laws, with experience in international tax regulations considered a plus.
- Prior experience preparing U.S. expatriate tax returns is a bonus, but not required.
- Strong attention to detail and accuracy in handling financial data and documentation.
- Proven ability to work collaboratively in a remote team environment.
- Bachelor’s degree in Accounting, Finance, or a related field.
- CPA or Enrolled Agent (EA) license is required.



Why Join Us:
- Engage in meaningful work that helps expatriates navigate complex tax situations.
- Enjoy the flexibility of a remote work environment.
- Benefit from a performance-based incentive structure.
- Join a team of experienced professionals committed to excellence
- Career growth opportunities: Our firm also has senior expat tax accountant positions, which someone in this role may be able to transition into after training and strong performance.

Pay: Salary from $1700 per month
Supplemental Pay: Bonus pay based on performance

Expected Start Date: January 2025