U.S. Tax Preparer & Client Communications Associate (Big 4 Background) - 22109

U.S. Tax Preparer & Client Communications Associate (Big 4 Background)

We are a rapidly growing U.S.-based tax strategy firm serving high-net-worth individuals, founders, and business owners across the country. Our clients come to us for proactive planning: how their income, investments, and businesses should be structured and taxed, not just what to file.

We are a lean team that runs on modern tools, including AI-assisted research, and we are building a remote bench of Big 4-trained tax professionals who can do excellent technical work and communicate it clearly.

Our senior advisors should spend their time on planning and review, not on inbox management, document chasing, and routine client questions. Today too much of that lands on them.

This role closes that gap. You will prepare individual returns to Big 4 standards, and you will also keep the practice running: answering client and internal emails accurately, managing administrative workflow, and adopting the software we use.

We use AI tools such as TaxGPT to research faster and draft responses. We are hiring someone who treats that output as a first draft, checks it against their own tax knowledge and primary sources, and knows when an answer is wrong before it reaches a client.

Tax Preparation

• →Prepare individual Form 1040 returns and related state returns, extensions, and estimated payment vouchers for senior review
• →Organize client source documents, build clean workpapers, and clear review notes promptly
• →Track missing information and follow up with clients until each file is complete

Client and Internal Communication

• →Manage a shared inbox and respond to client and internal emails professionally, accurately, and the same business day
• →Answer routine tax questions directly, and escalate complex or judgment-heavy questions to a senior advisor with a clear summary
• →Draft document requests, status updates, and follow-ups that clients can act on without a phone call

AI-Assisted Research and Drafting

• →Use TaxGPT and similar tools to research tax questions and draft email responses
• →Verify AI output against your own knowledge and primary sources such as IRS publications, the Code, and Checkpoint before anything is sent
• →Flag where an AI answer is incomplete, outdated, or wrong, and correct it

Practice Administration

• →Maintain engagement trackers, filing deadlines, and e-file and extension status across the client book
• →Manage client organizers, portal uploads, e-signatures, and document filing
• →Coordinate calendars and meeting logistics for the advisory team

Technology and Process

• →Learn new tax, practice management, and portal software quickly and become a go-to user
• →Keep templates, checklists, and standard email responses current
• →Spot repetitive work and suggest ways to streamline it

• At least 2 years with a Big 4 firm (Deloitte, PwC, EY, or KPMG), including their U.S. tax delivery centers, with hands-on U.S. individual return preparation
• Solid Form 1040 preparation experience, including Schedules A, B, C, D, and E and K-1 inputs
• Strong written English: clear, professional business emails to U.S. clients and colleagues
• Enough tax knowledge to answer routine client questions accurately on your own and recognize when a question needs escalation
• Proven administrative and organizational skills, including managing deadlines and multiple priorities at once
• Practical experience using AI tools such as TaxGPT, ChatGPT, or Claude for research or drafting, and a clear method for verifying their output
• Comfortable learning new software quickly, with working proficiency in at least one professional tax platform
• Able to work full-time U.S. business hours with Pacific Time overlap

• Enrolled Agent, U.S. CPA, or progress toward either
• Post-Big 4 experience at a U.S.-based CPA or advisory firm with direct client contact
• Experience with practice management and client portal tools such as Karbon, Canopy, TaxDome, or Financial Cents
• Exposure to high-net-worth individual returns
• Experience with document automation tools such as SurePrep
• Prior experience managing a shared inbox or acting as a client-facing coordinator

You are:

• Highly organized, proactive, and detail-oriented, with a system for keeping every file and deadline on track
• A Big 4-trained preparer who also enjoys keeping a practice running smoothly
• A clear, courteous writer whose emails rarely need a follow-up question
• Confident enough in your tax knowledge to answer independently, and humble enough to escalate when a question calls for it
• Quick with new technology and curious about how AI can save time, but never willing to send an answer you have not checked
• Calm and steady when several priorities land at once, especially in filing season