Tax Preparation & Accounting Specialist (CPA / Enrolled Agent Preferred)
Position Overview
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
.
This role requires
genuine technical accounting judgment
, not just scripted responses or basic ticket routing. The idóneo candidate has strong accounting and tax expertise, excellent communication skills, and the ability to independently investigate and resolve complex issues.
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 skillsIndependent 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
Candidates should demonstrate the following priority of skills:
Technical accounting expertise
— first priority
Communication and problem-solving skills
— second priority
Prior support platform experience
— third priority
Important Scope & Compliance Note
Advice, tax review, and other regulated activities must remain
within the individual's qualifications and the client's approved responsibilities
.
This position requires sound technical accounting judgment and the ability to handle complex issues appropriately while staying within the authorized scope of the role.
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📌 Tax Preparation & Accounting Specialist (Jalisco)
🏢 Opsarmy
📍 Jalisco