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US Tax Specialist- Freelance, Remote

US Tax Specialist- Freelance, Remote

MagicZayed City, Abu Dhabi Emirate, United Arab Emirates
3 منذ أيام
الوصف الوظيفي

Overview

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Role : US Tax Specialist- Freelance, Remote . Location : Global+ . Company : Magic . This is a remote, part-time role in a founder-led firm that integrates tax resolution services with real estate investing to help clients move from financial distress to stability and wealth creation.

Department : Support & Leadership

Compensation : $6.00 / hour

Responsibilities

  • Client correspondence and calendar management
  • Monitor and triage emails, messages, and voicemails; respond or escalate per SOPs
  • Maintain the founder’s calendar, schedule consultations, and manage reminders
  • Prepare meeting notes, agendas, and follow-ups to keep tasks moving
  • Lead qualification and outreach
  • Place scripted discovery calls to potential clients; qualify needs and fit
  • Capture accurate data from calls and route to the next step (e.g., consult, intake)
  • Conduct light follow-up via phone / text / email to improve show rates
  • U.S. tax resolution support
  • Assist with client intake (document checklists, IRS notices, transcripts)
  • Prepare case trackers and summaries; support communication with prospects / clients
  • Draft basic client-facing materials (letters, checklists) under guidance
  • Real estate research and pipeline support
  • Pull lists and compile data for nationwide investment opportunity screening
  • Run preliminary evaluations using provided criteria and document assumptions
  • Maintain organized spreadsheets for properties, leads, and outcomes
  • Nonprofit and business development assistance
  • Support early-stage nonprofit tasks (research, outreach lists, simple materials)
  • Create basic Word / PowerPoint assets (flyers, signage) as needed
  • Help document SOPs to enable future team onboarding

Qualifications

  • Required :
  • Hands-on experience supporting U.S. tax workflows (e.g., intake, IRS correspondence management, basic tax resolution process familiarity)
  • Excellent spoken and written English with confident phone communication skills
  • Proficiency with Microsoft Office (Word, PowerPoint; Excel / Sheets for trackers)
  • Comfortable executing scripted discovery calls and capturing precise client data
  • Availability to work Mon–Fri, 8 : 00 AM–12 : 00 PM Pacific Time (20 hours / week)
  • WFH Set-Up :

    • Computer with at least 8GB RAM, an Intel i5 core processor / AMD Ryzen 5 Processor and up.

  • Internet speed of at least 40MBPS
  • Headset with an extended mic that has noise cancellation and a webcam
  • Back-up computer and internet connection
  • Quiet, dedicated workspace at home
  • Your Superpowers :
  • Technical : Understanding of U.S. tax fundamentals; exposure to tax resolution (OIC, installment agreements, penalty abatements); lead qualification; data entry accuracy; spreadsheet proficiency; light research and document creation; willingness to learn CRM / telephony (e.g., Twilio) and VPN
  • Soft skills : Proactive communicator; reliable and resourceful; positive, service-minded attitude; high attention to detail; ability to learn quickly and work with limited supervision; discretion with sensitive financial information

    • Candidate fit

  • You should apply if…
  • You’re energized by helping clients navigate taxes and financial challenges with empathy and clarity
  • You thrive in lean, fast-evolving environments and take initiative without needing constant direction
  • You’re eager to grow your tax resolution and real estate knowledge and contribute to community-focused initiatives
  • You value accuracy, consistency, and follow-through—and you take pride in keeping operations running smoothly

    • What to expect

  • Work Setup : Remote position; must have a reliable internet connection and a quiet workspace; required to provide own computer with Intel Core i5 or equivalent
  • Working Hours : 20 hours per week; Mon–Fri, 8 : 00 AM–12 : 00 PM Pacific Time
  • Compensation : $6 per hour; no benefits package included

    • Benefits

    Job details

  • Seniority level : Entry level
  • Employment type : Part-time
  • Job function : Accounting / Auditing and Finance
  • Industries : Software Development

    • Note : This job posting contains the core content about responsibilities and qualifications. The original had multiple repeated lines and headings; formatting has been consolidated into structured sections using allowed tags.

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    إنشاء تنبيه وظيفي لهذا البحث

    Freelance Specialist • Zayed City, Abu Dhabi Emirate, United Arab Emirates