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

Job Title

Location / Employment Details


Location	Fully remote; regions considered for the right Big 4 background
Schedule	Full-time, 40 hours per week, working U.S. business hours with overlap into the Pacific Time workday
Reports to	Client Success Manager, with technical review from the firm's senior tax advisors
Team	Supports the Chief Tax Advisor, senior tax advisors, and client success team
Compensation	based on Big 4 tenure and experience
Start	As soon as possible, ahead of the 2027 filing season

About the Company

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.

About the Role

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.

Key Responsibilities

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

Required Qualifications

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

Preferred Qualifications

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

Ideal Candidate Profile

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

Why Join Us

Keep your technical edge. You stay hands-on with U.S. individual tax while building client communication and operations skills Big 4 roles rarely offer.
Learn from senior Big 4 advisors. Your returns are reviewed by experienced managers who give real feedback.
Modern tools. We invest in AI and practice software and want your input on how we use them.
A visible seat. On a small team, the person who keeps clients informed and files moving is noticed and trusted with more.

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