US CPA Firm Operations Associate (International Candidates)

The CPA Dude | U.S. CPA FirmOperations Associate – Tax Operations is a core member of the tax operations team at The CPA Dude, a fast-growing U.S. CPA firm serving high-net-worth individuals and businesses with complex tax needs. This role supports the execution of tax workflows, client operations, and revenue processes, ensuring filings are completed accurately, deadlines are met, and clients receive a consistently high level of service.This position is ideal for an operations-driven professional who thrives in structured environments, enjoys coordinating across teams, and takes ownership of processes from onboarding through billing and collection.Required Experience: 1-2 years of professional experience in related accounting or tax fieldPreferred Experience: 1 year at a US tax company or CPA Firm.Working Hours: 10AM CST - 6PM CST Location: RemoteCompensation: $6.00 - $10.00 USD per hour Key ResponsibilitiesTax & Client OperationsManage client onboarding workflows and maintain accurate client records throughout the engagement lifecyclePerform pre-review checks on tax returns to ensure completeness, identify missing documentation, and flag discrepancies prior to submissionPrepare and file tax extensions and support e-filing across individual and business returnsOrganize, label, and maintain digital client files to ensure accessibility and audit readinessCreate, roll forward, and maintain workpapers with a focus on accuracy and process improvementCoordinate directly with clients via email and phone to request documents, clarify information, and resolve operational issuesCollaborate with tax preparers, bookkeepers, and internal teams to keep workflows on track and deadlines metManage calendars, task rosters, and follow-ups to support timely delivery of servicesEscalate risks, delays, or client issues to management with clear documentationBilling, Collections & Revenue SupportSupport billing processes by tracking engagement status and ensuring invoices are issued accurately and on timeMonitor accounts receivable and follow up on outstanding invoices in a professional, client-focused mannerCommunicate with clients regarding billing questions, payment status, and collection follow-upsCoordinate with leadership to resolve billing discrepancies and collection issuesIdentify upsell opportunities within existing accounts and escalate to leadership (bonus eligible)Operations StandardsServe as a liaison between clients, contractors, and internal teams to ensure timely and accurate service deliveryMaintain same-business-day response standards and contribute to a fast, accountable operations cultureCommunicate clearly, professionally, and confidently in all written and verbal interactions Results1. Ensure high client satisfaction and retention through exceptional client service2. Drive revenue growth through identifying and communicating upsell opportunities3. Maintain accurate and complete client files for efficient tax preparation4. Ensure timely filing of all client tax documents and extensions5. Foster positive client relationships as a trusted advisor6. Demonstrate a measurable impact on client retention rates7. Successfully onboard new clients with a smooth transition process8. Contribute to the firm's growth through process improvement and efficiency9. Maintain a high level of client responsiveness (same day or within 24 hours)10. Support our tax advisors in delivering comprehensive tax planning services  Hiring ProcessApply and record a Loom.com or app.emovid.com introducing yourself and explaining why you are a good fit for this position.Email that & your Resume to : hr@thecpadude.comPrescreen interview (30 minutes)Technical test (take-home)Panel/culture interview (60 minutes)Company DescriptionUS Based CPA Firm

Salary : $6 - $10