US Tax Specialist - Freelance Remote @ Magic
placeHybrid
attach_money $12,480
businessHybrid
scheduleFull Time
Posted 1 day ago
Your Application Journey
Interview
Email Hiring Manager
******* @magic.com
Recommended after applying
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
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
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Review Drake tax software operations.
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Study IRS tax notice formats.
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Practice CRM data input procedures.
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Test outbound call systems and scheduling tools.
Behavioral Questions
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Explain handling high-volume stress.
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Describe client communication challenges faced.
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Detail problem resolution under pressure.
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Share teamwork examples in remote setup.
Frequently Asked Questions
What qualifications does Magic seek for the US Tax Specialist role?
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How important is experience with tax software for the US Tax Specialist at Magic?
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What work setup is required for the US Tax Specialist position at Magic?
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Does the US Tax Specialist role at Magic include benefits?
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How do I apply for the US Tax Specialist role at Magic?
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