Customer Support Specialist for a U.S. Tax Advisory Firm
hace 5 días
Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We admire the importance of innovative social media strategies and are committed to connecting talented individuals with great companies that need their unique skills. Our mission is to provide great jobs to gifted people, regardless of location. Role Overview Our client is a U.S.-based boutique tax advisory firm specializing in helping high-net-worth individuals and business owners legally reduce their tax liabilities. They pride themselves in delivering a white glove client experience — proactive, individualized, and detail-oriented service that ensures every client feels supported at every stage of their journey. **The role is open to ALL Candidates residing in LATIN AMERICA** Your Responsibilities Deliver white glove service to clients by managing communications across email, phone, text, Slack, and CRM systems. Support client onboarding, including conducting welcome calls, setting up portals, and coordinating information gathering. Track and manage ongoing projects (e.g., tax preparation, entity setup, onboarding programs), ensuring deadlines are met. Maintain CRM systems (Canopy, Sales Automator) with accurate notes, updates, and task assignments for Tax Professionals. Schedule meetings and calls, coordinate quarterly client reviews, and provide sales and event support when needed. Develop and refine systems and processes to improve Client Support team efficiency and client satisfaction. Proactively identify and elevate issues to ensure client needs are met without delay. 1–3 years of experience in client service, customer success, or operations roles with U.S. based clients (experience with high-value clients in tax, financial, or professional services a strong plus). Excellent spoken and written English communication skills Proven ability to manage multiple projects, deadlines, and client communications simultaneously. High level of organization, attention to detail, and follow-through. Comfortable with technology and remote work tools (e.g., Slack, CRMs, Google Workspace, Zoom, workflow platforms). Demonstrated integrity, professionalism, and client orientation. Nice to Haves Experience in tax, accounting, legal, or financial services environments. Familiarity with Canopy, Sales Automator, or similar CRM/project management platforms. Experience supporting events, sales initiatives, or client-facing programs. #J-18808-Ljbffr
-
WorkFromHome, Colombia Paired A tiempo completoPaired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We admire the importance of innovative social media strategies and are committed to connecting talented individuals with great companies that need their unique skills. Our mission is to provide great jobs to gifted people, regardless of location. Role Overview Our...
-
LATAM Client Success Specialist
hace 5 días
WorkFromHome, Colombia Paired A tiempo completoA global staffing agency is seeking a dedicated Client Support Specialist for a U.S.-based tax advisory firm. This role requires delivering high-level service to clients and managing multiple projects effectively. Candidates should have 1-3 years of relevant experience, excellent English communication skills, and the ability to navigate various technology...
-
Senior US Tax Strategist
hace 7 días
WorkFromHome, Colombia Tidal A tiempo completoA Direct Placement Agency is seeking a Senior CPA for a remote leadership role focusing on U.S. tax preparation and advisory. The candidate will prepare complex tax returns, ensure compliance with regulations, and lead a team of professionals. Ideal candidates will have a strong grasp of U.S. federal and state tax laws and at least 3 years of experience....
-
COL - US Tax Strategist
hace 2 días
WorkFromHome, Colombia Tidal A tiempo completoContractor Fee: $3,500-$4,000/month (USD) Work Arrangement: Remote Commitment: Full-time (Approx. 40 hours/week) Company Overview: Tidal is a Direct Placement Agency that helps job seekers find job opportunities for real growth. We work with stable, responsible businesses that are experienced in remote hiring and are excited to welcome international team...
-
US Tax Strategist
hace 3 días
WorkFromHome, Colombia Tidal A tiempo completoOverview US Tax Strategist role at Tidal Contractor Fee: $3,500-$4,000/month (USD) Work Arrangement: Remote Commitment: Full-time (Approx. 40 hours/week) Company Overview Tidal is a Direct Placement Agency that helps job seekers find opportunities for real growth. We work with stable, responsible businesses that are experienced in remote hiring and are...
-
COL - US Tax Strategist
hace 7 días
WorkFromHome, Colombia Tidal A tiempo completoContractor Fee: $3,500-$4,000/month (USD) Work Arrangement: Remote Commitment: Full-time (Approx. 40 hours/week) Company Overview: Tidal is a Direct Placement Agency that helps job seekers find job opportunities for real growth. We work with stable, responsible businesses that are experienced in remote hiring and are excited to welcome international team...
-
COL - US Tax Strategist
hace 3 días
WorkFromHome, Colombia Tidal A tiempo completoContractor Fee: $3,500-$4,000/month (USD) Work Arrangement: Remote Commitment: Full-time (Approx. 40 hours/week) Company Overview: Tidal is a Direct Placement Agency that helps job seekers find job opportunities for real growth. We work with stable, responsible businesses that are experienced in remote hiring and are excited to welcome international team...
-
U.S. Tax Associate
hace 3 días
WorkFromHome, Colombia Emapta Global A tiempo completoShape Financial Futures Through Expert Tax Strategy Advance your tax career on a global stage while working from home in Colombia. This position gives you international opportunity, exposure to diverse entities, and the chance to make your mark through high-impact tax strategy. Support leaders, influence financial outcomes, and grow your global career...
-
Bookkeeping Specialist
hace 7 días
WorkFromHome, Colombia Valatam A tiempo completoWe're Valatam, a team that connects bilingual professionals from Latin America with global clients. Our people are our pride, and we're thrilled to be certified as a Great Place to Work for the 2025‑2026 period, proof that great work starts with great people. About The Role We're seeking an experienced U.S. Tax Preparer with strong bookkeeping skills to...
-
Staff Accountant for CPA Firm
hace 2 semanas
WorkFromHome, Colombia My CPA, PA A tiempo completoStaff Accountant for CPA Firm (Colombia) My CPA, PA (formerly Acosta Tax & Advisory, PA) is a tech‑savvy, paperless CPA firm based in Florida with offices in Pembroke Pines and Miami. We support small to medium‑sized businesses in the South Florida region with back‑office solutions for compliance and advisory services. Our mission is to deliver timely,...
