Tax Accountant – Level 2 Support (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, individual and small business taxation, bookkeeping, and payroll.This role requires strong technical tax and accounting expertise, independent judgment, and client-facing communication skills—not just scripted responses, basic ticket routing, or return preparation.The adecuado candidate has hands-on experience with individual and sole proprietor tax returns (Form ****/Schedule C), S Corporation tax returns (Form ****-S), quarterly estimated taxes, and S Corporation compensation, along with the ability to investigate unfamiliar scenarios, research tax questions, and clearly explain technical concepts directly to clients.Candidates must be comfortable working through complex issues independently, explaining their reasoning, and identifying appropriate solutions within the scope of their expertise.Key ResponsibilitiesProvide specialized Level 2 support for complex US tax, accounting, bookkeeping, and payroll inquiries.Investigate and resolve escalated and directly assigned accounting and tax support tickets.Review and troubleshoot bookkeeping discrepancies, account reconciliations, and accounting transactions.Assist clients with:Individual and sole proprietor tax return questions, including Form **** and Schedule C.S Corporation tax return questions, including Form ****-S.Quarterly estimated tax payments, self-employment tax, safe harbor rules, and payment deadlines.S Corporation compensation, including reasonable salary requirements and shareholder distributions.Tax notices,



filing status questions, and tax return-related inquiries within the authorized scope.Payroll setup, processing issues, and troubleshooting.Communicate technical findings clearly and professionally through Zendesk, email-style ticket responses, and scheduled phone support.Explain tax concepts, financial information, and recommended next steps directly to clients in a clear, accessible manner.Independently investigate unfamiliar scenarios, identify root causes, research relevant tax rules or guidance,

including proprietary platforms and AI-assisted workflows.Candidates whose experience is primarily in sales/use tax or other indirect taxes, C Corporation taxation, or international taxation are not a strong fit unless they also have the required hands-on experience with individual and S Corporation tax returns.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 practical experience.Experience with tax preparation and payroll software.International CPA credentials may be considered,



provided the candidate can demonstrate relevant knowledge of US accounting and tax practices and the required technical tax experience.Technical Skills & ToolsQuickBooks 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.Ability to learn proprietary platforms and AI-assisted workflows.Ability to research tax regulations, interpret relevant guidance, and apply findings to client scenarios.What We PrioritizeCandidates will be evaluated in the following order:Technical US tax expertise: Hands-on experience with Form ****/Schedule C, Form ****-S, quarterly estimated taxes, and S Corporation compensation.Client-facing communication and critical thinking: Ability to explain technical concepts, reason through unfamiliar scenarios, research questions independently, and communicate conclusions clearly to clients.Professional accounting and problem-solving experience: Strong judgment in resolving complex tax, bookkeeping, accounting, and payroll issues.Support platform and technology experience: Familiarity with Zendesk or similar ticketing systems, accounting software, and AI-assisted workflows.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.
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? Tax Accountant – Level 2 Support (Xico)
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📌 Tax Accountant – Level 2 Support (Xico)
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