[Hiring] Small Business Tax Accountant @OpsArmy

Role Description

We are seeking an experienced accounting professional to provide specialized Level 2 support for complex customer inquiries related to US accounting, individual and small business taxation, bookkeeping, and payroll. This role requires strong technical tax and accounting expertise, independent judgment, and client-facing communication skills.

• Provide specialized Level 2 support for complex US tax, accounting, bookkeeping, and payroll inquiries.
• Investigate and resolve escalated and directly assigned accounting and tax support tickets.
• Review and troubleshoot bookkeeping discrepancies, account reconciliations, and accounting transactions.
• Assist clients with:
  • Individual and sole proprietor tax return questions, including Form 1040 and Schedule C.
  • S Corporation tax return questions, including Form 1120-S.
  • Quarterly estimated tax payments, self-employment tax, safe harbor rules, and payment deadlines.
  • S Corporation compensation, including reasonable salary requirements and shareholder distributions.
  • Tax notices, filing status questions, and tax return-related inquiries within the authorized scope.
  • Payroll setup, processing issues, and troubleshooting.
• Communicate technical findings clearly and professionally through Zendesk, email-style ticket responses, and scheduled phone support.
• Explain tax concepts, financial information, and recommended next steps directly to clients in a clear, accessible manner.
• Independently investigate unfamiliar scenarios, identify root causes, research relevant tax rules or guidance, and explain the reasoning behind proposed solutions.
• Coordinate with internal specialists when necessary and recognize when an issue requires additional expertise or escalation.
• Document resolutions and maintain accurate customer records.
• Identify recurring issues and opportunities to improve workflows and knowledge resources.
• Adapt to new internal systems as the client transitions away from Zendesk.
• Learn and work effectively with proprietary platforms and AI-assisted workflows.

Qualifications

• Demonstrated professional accounting and tax experience, with hands-on knowledge of US individual and small business taxation.
• Required technical tax experience:
  • Form 1040 / Schedule C: Experience with individual and sole proprietor tax returns.
  • Form 1120-S: Experience with S Corporation tax returns.
  • Quarterly estimated taxes: Knowledge of self-employment tax, safe harbor rules, payment requirements, and deadlines.
  • S Corporation compensation: Understanding of reasonable salary requirements versus shareholder distributions.
• Strong working knowledge of bookkeeping, tax return review, account reconciliations, payroll, and financial reporting.
• Prior experience handling complex tax and accounting inquiries, tax notices, and client-facing financial support.
• Direct client-facing experience: Ability to explain tax concepts and financial information to clients.
• Excellent written and verbal English communication skills.
• Strong analytical, troubleshooting, documentation, and independent problem-solving skills.
• Ability to reason through unfamiliar tax and accounting scenarios and explain thought processes clearly.
• Comfortable working in a fast-paced, technology-driven environment with evolving workflows.
• Ability to learn new systems, including proprietary platforms and AI-assisted workflows.

Requirements

• Candidates whose experience is primarily in sales/use tax or other indirect taxes, C Corporation taxation, or international taxation are not a strong fit unless they also have the required hands-on experience with individual and S Corporation tax returns.

Preferred Qualifications

• Certified Public Accountant (CPA) — strongly preferred.
• Enrolled Agent (EA) certification — highly desirable, particularly for candidates with US tax experience.
• Background in a Big Four accounting firm, established accounting practice, or comparable professional accounting environment.
• QuickBooks certification or practical experience.
• Experience with tax preparation and payroll software.
• International CPA credentials may be considered, provided the candidate can demonstrate relevant knowledge of US accounting and tax practices.

Technical Skills & Tools

• QuickBooks or comparable accounting software.
• Microsoft Excel / Google Sheets.
• Zendesk — preferred, not required; training can be provided.
• Slack or similar collaboration tools.
• Familiarity with tax preparation and payroll software.
• Ability to research tax regulations, interpret relevant guidance, and apply findings to client scenarios.

What We Prioritize

• Technical US tax expertise: Hands-on experience with Form 1040/Schedule C, Form 1120-S, quarterly estimated taxes, and S Corporation compensation.
• Client-facing communication and critical thinking: Ability to explain technical concepts and communicate conclusions clearly to clients.
• Professional accounting and problem-solving experience: Strong judgment in resolving complex tax, bookkeeping, accounting, and payroll issues.
• Support platform and technology experience: Familiarity with Zendesk or similar ticketing systems, accounting software, and AI-assisted workflows.

Schedule & Coverage

• Required coverage window: 8:00 AM–8:00 PM Eastern Time (ET).
• Individual schedules will be staggered to provide coverage during US business hours.
• Ability to work shifts that overlap with US business hours is required.
• Specific shifts and weekly schedules will be finalized with the client.

Apply here: https://operationsarmy.com/application