OpsArmy is an HR technology company providing fully managed workforce services for businesses hiring international talent. Its offering brings together talent sourcing, payroll management, performance oversight, and career coaching to support companies as they fill open roles, manage distributed teams, and scale their operations. OpsArmy serves organizations across sectors including fintech and eCommerce, with an emphasis on simplifying onboarding and day-to-day talent management.
Level 2 Tax and Accounting Support Specialist – Philippines Remote
Provide advanced customer support for complex US bookkeeping, payroll, tax, and accounting matters. Investigate escalated issues and explain solutions remotely from the Philippines.
Description
- Handle complex US accounting, tax, bookkeeping, and payroll questions as a Level 2 support specialist.
- Investigate escalated and assigned accounting and tax tickets through resolution.
- Analyze bookkeeping discrepancies, reconciliations, and accounting transactions to identify issues.
- Guide customers on tax inquiries, notices, filing statuses, and tax-return questions within authorized limits.
- Assist with payroll setup, processing questions, and issue resolution.
- Share technical findings through Zendesk, written ticket responses, and scheduled phone calls.
- Conduct independent investigations, determine root causes, and involve internal specialists when needed.
- Record resolutions and keep customer documentation accurate and current.
- Spot recurring problems and suggest improvements to workflows and knowledge resources.
- Transition to new internal systems as the client moves away from Zendesk.
- Adopt proprietary platforms and AI-supported workflows effectively.
- Ensure advice, tax reviews, and regulated work remain within personal qualifications and approved client responsibilities.
Requirements
- Professional accounting experience, preferably including US accounting and taxation.
- Working knowledge of bookkeeping, tax-return review, account reconciliations, payroll, and financial reporting.
- Experience resolving complex tax and accounting questions, tax notices, and customer-facing financial support cases.
- Excellent written and spoken English communication skills.
- Strong analytical, troubleshooting, documentation, and independent problem-solving abilities.
- Ability to make complex accounting and tax concepts understandable to nontechnical customers.
- Comfort working in a fast-moving, technology-led environment with changing processes.
- Ability to learn proprietary systems and AI-assisted workflows.
- Availability for shifts overlapping US business hours within the 8:00 AM–8:00 PM Eastern Time coverage window.
- Experience with QuickBooks or comparable accounting software.
- Proficiency with Microsoft Excel or Google Sheets.
- Familiarity with Slack or a similar collaboration platform.
- Experience with tax preparation and payroll software is an advantage.
- CPA strongly preferred.
- Enrolled Agent certification is highly desirable.
- Experience in a Big Four firm, established accounting practice, or comparable professional accounting setting preferred.
- QuickBooks certification or relevant experience preferred.
- International CPA credentials may be considered alongside relevant US accounting and tax expertise.
Benefits
- Work remotely.
- Staggered schedules support coverage of US business hours.
- Receive training on Zendesk.
- Gain experience with proprietary platforms and AI-assisted workflows.