Job Description

Job Title:
U.S. Tax & Insurance Specialist – LATAM (Remote)

Schedule:
Monday–Friday, 9:00 AM – 6:00 PM PST (Full-Time)

IMPORTANT:
Prior experience working with U.S.-based companies is required for this role. Candidates without this experience should not apply.

We are seeking an experienced
U.S. Tax & Insurance Specialist
to support U.S.-based clients. The ideal candidate has hands-on experience with
U.S. tax preparation, tax planning, and tax resolution
, and is comfortable managing client communications independently. Experience in the insurance industry is a strong plus.

Key Responsibilities:

  • Prepare and review U.S. individual and/or business tax returns
  • Assist with tax planning strategies to optimize client outcomes
  • Handle tax resolution matters, including IRS notices, correspondence, and compliance issues
  • Communicate directly with U.S.-based clients regarding tax and financial matte...

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