Client success associate

This is a fully remote position. A personal computer is required to access our virtual desktop system. We have scheduled team meetings and training. As a quickly growing and expanding firm with a great desire for supporting talent development, this role could certainly be an entry to a tax preparation training or working towards becoming an IRS Enrolled Agent if desired.

This role will involve:

Helping our clients sleep better at night knowing their US taxes are in good hands.

Assisting clients through the process of client request and onboarding through to tax filing and payment.

Helping clients get set up with the necessary technology and being a liaison for their questions that are not tax-technical related (e.g. Deadline reminders, how to mail returns or make payments to the IRS, etc.)

Reviewing the documents (in particular German documents) they’ve uploaded against the list we’ve provided and checking them off for receipt and sending friendly reminders for missing documents.

Triaging requests and questions from clients and helping the team stay on top of them. (eg forwarding a question about an IRS notice to the correct person to manage it and responding to the client that we’re on top of it or answering questions about how to print and mail the return)

Assisting with engagement management workflows. Updating engagement letters and organizers in our engagement management system and troubleshooting this system.

Assisting with invoicing and marking payments received in our engagement management system.

You might be the ideal candidate if you:

Read our list of core values and think “that’s the environment I want to work in!”

Value flexibility and working together in a great team and want a role that will grow with you and provide more opportunities over time.

Have excellent attention to detail and are passionate about efficient processes.

Are excited about being part of a young and rapidly growing company and being able to make a real impact in that growth.

Have excellent Excel skills. We do a lot with formatting and formulas and spreadsheets with lots of tabs. Pivot tables, macros, large data mining skills are great but not necessary for our work.Love learning new things and when you don’t know the answer, also love asking questions and researching.

Really enjoy using technology to make your work easier. We’re a paperless firm and we use a number of cloud-based tools to manage our work. Mastering these is a key to success in our firm.

Are internationally minded and culturally competent. German language skill is a bonus, but not required as long as you’re willing to learn how to understand German tax forms.

What we offer:

Fully remote part-time job with flexibility within our core hours of 9am to 6pm M-F. We have a daily huddle at 9:30am est., Monday – Thursday. All employees are expected to participate in the huddles and to participate in an office setting.

Pay is $20/hr., 20 hours per week.

A great team collaborating in a values-driven atmosphere where everyone is able to make an impact.

Lovely clients with a wide variety of interesting and unique situations.

The opportunity to be a part of a quickly growing company with exciting prospects and plans to continue growing over the next years.

Steady, year-round tax work instead of busy seasons. Because we work with expats we work to different deadlines and our work is spread throughout the year. Our busiest time is November up to December 15th.

Paid holidays and time off to support your work life balance. Once we get through the final tax deadline of the year, we close our office until the new year to relax and reset.

401k with company matching

Who are we:

Xpatax Solutions, LLC. is a boutique international tax firm specializing in US taxes for Americans living in Germany. Since founding the company in 2017 we’ve experienced significant growth each year and expect that to continue. As a result, we grow our team every year. We have a unique approach to preparing taxes and a big focus on learning, training, and development. We don’t require international tax experience as long as you’re confident preparing individual US returns and excited about learning new things.

We are a values driven company and we’re passionate about our core values. These are:

Make a difference: We lead with kindness, compassion, and empathy. We help our clients sleep better at night knowing their US taxes are in good hands. We do this by building trust and valuing transparency. We are in a unique position to make a difference in each other’s lives by supporting a work-life balance so that this job sustains us without consuming us.

Seek out solutions: We don’t just file tax returns, we solve tax puzzles. We are independent thinkers that find answers. We carry our own bags. If we don’t know the answer, we seek it out. This allows us to serve our clients by finding solutions, even for complex issues.

Work together like a well-oiled machine: We value teamwork and efficient processes. We help each other out and we get our work done as efficiently as possible. We make things as easy as possible for our clients and ourselves. This allows us to get our work done and get on with our lives.

Passion for learning: Our thirst for learning new things is insatiable. We’re excited to tackle new challenges and take in new information. Our brains are already brimming over with new facts and still, we’re always collecting more. We love putting this new knowledge to use to provide even better solutions for our clients.