US Tax Specialist - Freelance Remote
@ Magic

Hybrid
$12,480
Hybrid
Full Time
Posted 22 days ago

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XXXXXXXXXX XXXXXXXXXXX XXXXXXXXX******* @magic.com
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Job Details

About the Client

An established U.S.-based tax, bookkeeping, and financial advisory firm led by experienced CPAs, focusing on technical expertise, modern systems, and client-centric service.

Why does this role exist?

This position reduces operational bottlenecks and provides a confident, independent point of contact for high-volume, time-sensitive client communications and routine individual tax matters.

The Impact you’ll make

  • Manage client emails and draft compliant tax notice responses.
  • Review IRS/state letters and verify return details (1040/1044).
  • Handle inbound calls, qualify leads, and manage calendars.
  • Maintain and improve CRM data hygiene during system migration.
  • Document processes and ensure adherence to data security.

Skills, Knowledge and Expertise

  • US individual income tax industry experience and familiarity with 1040 and 1044.
  • Proficiency in Drake tax software or comparable systems.
  • Excellent spoken and written English, and strong communication skills.
  • Experience with RingCentral, Outlook/Teams calendar management, and cloud file systems.
  • Reliable home office setup with necessary tech requirements.

Work Setup & Compensation

This remote role requires a reliable internet connection and a quiet workspace. Work hours are 40 hours per week, Mon–Fri, 9:00 AM–6:00 PM Eastern Time, with a compensation of $6 per hour and no benefits package.

Key skills/competency

  • US Tax
  • 1040
  • 1044
  • Drake
  • CRM
  • Communication
  • Calendar Management
  • Data Hygiene
  • RingCentral
  • Process Documentation
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How to Get Hired at Magic

🎯 Tips for Getting Hired

  • Customize your resume: Highlight US tax and software skills relevant to Magic.
  • Research Magic's culture: Understand their client-centric and tech-driven approach.
  • Optimize application: Use keyword-rich details matching the job description.
  • Prepare for interviews: Practice tax scenario and communication questions.

📝 Interview Preparation Advice

Technical Preparation

Review Drake tax software operations.
Study IRS tax notice formats.
Practice CRM data input procedures.
Test outbound call systems and scheduling tools.

Behavioral Questions

Explain handling high-volume stress.
Describe client communication challenges faced.
Detail problem resolution under pressure.
Share teamwork examples in remote setup.

Frequently Asked Questions