Tax Assistant – CPA Support (US Taxation | Client Coordination Role)

Immediate Joiners PreferredRole OverviewWe are hiring a Tax Assistant to support US CPAs in a remote role.This role requires professional maturity, strong communication, coordination skills, and ownership. It involves a mix of client-facing support and backend execution, depending on business needs.Preferred Candidate ProfileThis role involves coordination, communication, and occasional client interaction. Candidates based in major metro cities, such as:MumbaiDelhi / NCROther North Indian regionsmay find this role a better fit, given the communication style and exposure required.(This is a preference, not a restriction.)Mandatory Experience & SkillsMinimum 3–5 years of experience in core US taxationPrior experience assisting CPAs or US tax professionalsExposure to client calls, meetings, or live coordinationStrong spoken and written EnglishOrganized, proactive, and able to manage multiple tasks independentlyComfortable working with senior professionals and US clientsNature of Work Depending on business requirements, you will:Join client calls with CPAs (at times)Take clear, structured notes during meetings (at times)Handle backend responsibilities, including:Scheduling and coordinating meetingsSending reminders and follow-upsTracking timelines and action itemsOrganizing client data and documentationPreparing summaries and notes for CPAsThis is not a purely backend role and not a calling-only role.Work Setup RequirementsOwn laptop (mandatory)Stable high-speed WiFiQuiet work environment suitable for callsImportant NotesImmediate joiners preferredThis role is not suitable for candidates seeking purely backend or isolated workConfidence, clarity, and follow-through are critical for successJob TypeRemote Role Full-timeWork Schedule7:30 PM – 4:30 AM ISTSaturday & Sunday OffUS business hours

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