Globaltize
Introduction Job Title: Tax Preparation & Workflow Specialist Work Hours: Full-time Schedule /Timezone: Standard Business Hours (US Timezones) Location: 100% Remote Overview Are you a tax-smart, tech-savvy professional looking to leverage cutting-edge AI tools to revolutionize modern tax preparation? We are partnering with a forward-thinking professional services firm in the tax and accounting industry that specializes in delivering modern, tax-smart solutions for individuals and businesses. Built on a culture of efficiency, innovation, and client success, the organization seamlessly blends professional tax expertise with advanced technology to streamline complex return processes and ensure exceptional service delivery. Key Responsibilities Manage the active inventory of individual and business tax returns while proactively tracking deadlines, missing client documents, and next steps. Prepare and process individual and business tax returns using modern professional software systems. Leverage technology and AI research tools to support detailed tax research and return reviews. Review return files thoroughly for accuracy, completeness, and potential inconsistencies prior to finalizing. Coordinate directly with clients to gather required documentation, answer routine inquiries, and provide clear status updates. Escalate complex tax matters to senior-level team members or attorneys when necessary. Must-Have Requirements Strong knowledge of United States individual and business tax preparation standards. Hands-on experience preparing tax returns using professional tax software platforms. Excellent written and verbal English communication skills for professional client and internal interactions. Proven ability to manage multiple client files simultaneously with high attention to detail. Strong organizational skills paired with a proactive approach to workflow management and task completion. Willingness and ability to learn AI-powered tax research software and modern technology tools. Nice-to-Have Requirements Prior experience using Drake Tax software or similar professional tax platforms. Exposure to AI-driven tax research platforms (such as TaxGPT). Why Join Us This is more than just a standard tax prep role—it is an opportunity to work at the forefront of tax preparation and modern artificial intelligence. You will join an innovative, technology-driven environment where your detail-oriented approach directly impacts business growth and client satisfaction. If you are looking for a role that values proactive ownership, continuous learning with AI, and a clear path to expand your professional expertise, this is the ideal place to take the next step in your career.
Globaltize
