Position Overview
We are a growing tax firm seeking a part-time, primarily remote Tax Operations & Client Support Specialist with prior experience working in a tax or accounting firm. This role requires someone who is highly disciplined, self-directed, and comfortable working independently in a remote environment with minimal supervision.
This position supports tax preparation, tax resolution, and bookkeeping operations but does not require preparing tax returns.
Work Structure
Remote: Majority of work is remote
Occasional in-person or video check-ins as needed
Must have a reliable home workspace and internet connection
Hours & Pay
Part-time: 20 hours per week
Pay: $18–$25 per hour, based on experience
Potential for additional hours during tax season
Key Responsibilities
Tax & Case Management Support
Communicate with clients to request and follow up on documents
Prepare and organize IRS and state forms (e.g., 2848, 8821, installment agreements, compliance documents)
Call the IRS and state tax agencies on behalf of clients and document outcomes
Track case progress and deadlines independently
Maintain accurate, organized client records
Bookkeeping Support
Categorize transactions and reconcile accounts in QuickBooks Online
Perform bookkeeping clean-up with minimal oversight
Identify missing information and proactively follow up with clients
Assist with basic financial reporting
Administrative & Operations Support
Manage shared inboxes and client messages
Schedule appointments and manage follow-ups
Follow established workflows and improve them when appropriate
Maintain confidentiality and data security at all times
Required Qualifications
3–5+ years of experience in a tax, accounting, or bookkeeping firm
Demonstrated ability to work remotely and independently
Prior experience handling client communications without supervision
Working knowledge of QuickBooks Online
Comfortable calling the IRS and government agencies
Strong time management, organization, and follow-through skills
Reliable internet connection and dedicated remote workspace
Preferred Qualifications
Experience in tax resolution or case management
Prior remote work experience in a tax or accounting environment
Experience managing multiple client cases simultaneously
Familiarity with practice management or CRM systems
Who This Role Is For
Self-starters who manage their own workload
Professionals who don’t need constant check-ins
Detail-oriented people who close loops and follow up
Who This Role Is Not For
✘ Individuals who require daily task assignments
✘ Entry-level candidates or recent graduates