Tax Preparation & Accounting Specialist | Remote | MonterreyTax Preparation & Accounting Specialist (CPA / Enrolled Agent Preferred)Position OverviewWe 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 adecuado candidate has strong accounting and tax expertise, excellent communication skills, and the ability to independently investigate and resolve complex issues.Schedule & CoverageRequired 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 ResponsibilitiesProvide 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 inquiriesTax noticesFiling status questionsTax return-related questions within the authorized scopeSupport 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 QualificationsDemonstrated professional accounting experience ,



ideally with exposure to US accounting and taxation .
Strong working knowledge of:BookkeepingTax return reviewAccount reconciliationsPayrollFinancial reportingPrior experience handling complex tax and accounting inquiries, tax notices, and customer-facing financial support .
Excellent written and verbal English communication .
Strong:Analytical skillsTroubleshooting skillsDocumentation skillsIndependent problem-solving skillsAbility 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 QualificationsCertified 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 & ToolsQuickBooks or comparable accounting softwareMicrosoft Excel / Google SheetsZendesk — preferred, not required; training can be provided.Slack or similar collaboration toolsFamiliarity with tax preparation and payroll software is beneficial.Ability to learn proprietary platforms and AI-assisted workflows .
What We PrioritizeCandidates should demonstrate the following priority of skills:Technical accounting expertise — first priorityCommunication and problem-solving skills — second priorityPrior support platform experience — third priorityImportant Scope & Compliance NoteAdvice, 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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📌 Information Technology Specialist (Monterrey)
🏢 AVASO Technology Solutions
📍 Monterrey