Mô tả công việc
Mô tả công việc
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How Our Workflow Works
1. AI preparation: TaxGPT does the initial data entry and return preparation in Intuit ProConnect Tax. TaxGPT or Claude then produces supporting workpapers.
2. Your role (verification): You compare every amount in the workpapers to the client's source documents, such as W-2s, 1099s, K-1s, 1098s, brokerage statements, bank statements, and financial statements. You record what matches and flag anything that doesn't.
3. US team (final tie-out and review): Once the workpapers and source documents agree, our US team checks the totals in ProConnect and completes the CPA review.
Key Responsibilities
• Check the AI-generated workpapers against the client's source documents, line by line
• Confirm amounts, payer and recipient details, and tax years, and make sure every document is included
• Identify and log problems such as:
- Wrong amounts
- Duplicate or missing documents
- Documents from the wrong tax year
- Income or deductions recorded in the wrong category
- Scans that are hard to read
• Keep a clear verification checklist and exceptions log for each client file
• Write short, clear notes in English that explain each issue and where it came from
• Draft lists of missing documents for the US team to send to clients
• Follow the firm's procedures for file names, folders, and review sign-offs
• Protect client data at all times under our security and confidentiality policies
Not part of this role: You won't contact US clients directly, sign or file returns, or change records in ProConnect unless the US team authorizes it.
Yêu cầu
Required Qualifications
• Bachelor's degree in Accounting, Auditing, Finance, or a related field
• At least 1-2 years of experience in accounting, audit, or US tax (Big 4 or audit firm experience is a strong plus)
• Working knowledge of US tax forms, including Form 1040 and its schedules, W-2, the 1099 series, 1098, and K-1
• Strong Excel skills, including lookups, reconciliations, and pivot tables
• Good written English and the ability to explain problems clearly
• Excellent attention to detail and a methodical way of working
• Reliable internet, a dedicated computer, and a private, quiet place to work
Preferred Qualifications
• Experience with Intuit ProConnect, Lacerte
• Familiarity with business returns (Forms 1120-S, 1065, and 1120) and Schedules C and E
• Some knowledge of US state returns
• Experience using AI tools such as ChatGPT, Claude, or TaxGPT in accounting work
• Progress toward ACCA, CPA (US or Vietnam), or EA
Schedule
• Vietnam is 14 hours ahead of US Pacific Time during daylight saving time and 15 hours ahead in winter.
• You'll need to work at the same time as the US team for at least [2-3] hours a day, for example [8:00-10:00 PM Vietnam time].
• Hours are longer during tax season (February to April 15) and in the weeks before the extended filing deadlines.
Data Security Requirements
• Work only inside firm-provided systems (VPN, secure portal, or remote desktop). You may not download client files to personal devices.
• Use multi-factor authentication on all accounts.
• Sign a confidentiality and non-disclosure agreement.
• Don't use personal AI accounts or outside tools with client data.
Hiring Process
1. Submit your CV in English
2. Online screening interview (30 minutes)
3. Practical test: check a sample workpaper against mock source documents and write an exceptions log
4. Final interview with a partner at Pacific International CPAs
5. Offer, NDA, and onboarding
How to Apply
Send your CV with the subject line "Tax Verification Associate - [Your Name]".
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