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Financial Services
Prepare, review, sign, and deliver U.S. business entity tax returns, including Forms 1065, 1120, and 1120-S, for expatriate-owned businesses. Handle international filings, individual expatriate returns, client communications, technical judgment, mentoring, and documentation of tax standards. The role requires independent work, CPA or EA credentials, an active PTIN, and experience with partnership and shareholder basis, K-1/K-2/K-3 reporting, and international tax regimes.
Financial Services
Manage a high-volume inbound expat tax lead pipeline, conduct video and phone consultations, diagnose complex US expat tax situations, accurately quote fees, and convert prospects into signed engagement letters. Success is measured by conversion rate and contract value. The commission-only remote role requires US Eastern Time availability, strong HubSpot skills, virtual communication expertise, and at least two years of US tax experience, with potential progression to a salaried position.
