Remote US Tax Data Verification Associate
Hạn nộp hồ sơ: 09/12/2026 (Còn 24 ngày)
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Mô tả công việc
Mô tả công việc
Mức độ phù hợp và xếp hạng của bạn so với ứng viên khác như thế nào?
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.
Mức độ phù hợp và xếp hạng của bạn so với ứng viên khác như thế nào?
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]".
• 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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Thông tin khác
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Thông tin chung
- Thu nhập: Thương lượng
Nơi làm việc
- Hà Nội, Việt Nam
Việc làm tương tự khác
CÔNG TY TNHH CHẾ BIẾN THỰC PHẨM ĐÔNG ĐÔ
Hà Nội
14-16 triệu VND/tháng
Công ty TNHH Pathfinder
Hà Nội
Từ 14 triệu trở lên thỏa thuận theo năng lực thực tế
CÔNG TY TNHH HOMICHI
Hà Nội
Upto 20 triệu VND
CÔNG TY TNHH OPES VINA
Xem trang công ty- Địa chỉ công ty: Thôn Gia Thượng, Thị Trấn Quang Minh, Huyện Mê Linh, Thành phố Hà Nội, Việt Nam
- Quy mô: Từ 10 - 25 nhân viên
Thông tin công việc
Vị trí:
Nhân viên
Hình thức làm việc:
Toàn thời gian; Làm tại nhà
Việc làm tương tự
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20.000.000 - 30.000.000 VND
[HÀ NỘI] Nhân Viên Kỹ Thuật Xây Dựng - QS & Thanh Quyết Toán
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[Hà Nội] Kế Toán Tổng Hợp - Thu Nhập 14M+
Công ty CP Tư vấn vận hành và Kinh doanh y tế CMED
Hà Nội
14 - 18 triệu VND
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