US Tax Specialist- Freelance, Remote

Department: Support & Leadership

Employment Type: Part Time

Location: Global+

Reporting To: Client via Magic

Compensation: $6.00 / hour

Description

About the Client
A founder-led firm that integrates tax resolution services with real estate investing initiatives to help clients move from financial distress to long-term stability and wealth creation. The business helps individuals resolve tax-related challenges and channels outcomes into real estate initiatives that support a growing nonprofit. The founder-led company is scaling responsibly and seeks reliable, proactive support to maintain momentum during a period of rapid growth and an upcoming health-related recovery.

Why does this role exist?
This role exists to ensure day-to-day momentum in a lean, founder-led operation by handling client correspondence, calendaring, and scripted discovery calls while providing hands-on support across U.S. tax resolution workflows. The objective is to reliably qualify and route leads, keep the calendar full, and move cases forward so the business doesn’t miss opportunities—especially during the founder’s surgical recovery. As the company scales, this position will help lay foundations for repeatable processes that can grow into a small team.

The Impact you’ll make

Client correspondence and calendar management

• Monitor and triage emails, messages, and voicemails; respond or escalate per SOPs
• Maintain the founder’s calendar, schedule consultations, and manage reminders
• Prepare meeting notes, agendas, and follow-ups to keep tasks moving

Lead qualification and outreach

• Place scripted discovery calls to potential clients; qualify needs and fit
• Capture accurate data from calls and route to the next step (e.g., consult, intake)
• Conduct light follow-up via phone/text/email to improve show rates

U.S. tax resolution support

• Assist with client intake (document checklists, IRS notices, transcripts)
• Prepare case trackers and summaries; support communication with prospects/clients
• Draft basic client-facing materials (letters, checklists) under guidance

Real estate research and pipeline support

• Pull lists and compile data for nationwide investment opportunity screening
• Run preliminary evaluations using provided criteria and document assumptions
• Maintain organized spreadsheets for properties, leads, and outcomes

Nonprofit and business development assistance

• Support early-stage nonprofit tasks (research, outreach lists, simple materials)
• Create basic Word/PowerPoint assets (flyers, signage) as needed
• Help document SOPs to enable future team onboarding

Skills, Knowledge and Expertise

Required:

• Hands-on experience supporting U.S. tax workflows (e.g., intake, IRS correspondence management, basic tax resolution process familiarity)
• Excellent spoken and written English with confident phone communication skills
• Proficiency with Microsoft Office (Word, PowerPoint; Excel/Sheets for trackers)
• Comfortable executing scripted discovery calls and capturing precise client data
• Availability to work Mon–Fri, 8:00 AM–12:00 PM Pacific Time (20 hours/week)
• WFH Set-Up:
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  • Internet speed of at least 40MBPS
  • Headset with an extended mic that has noise cancellation and a webcam
  • Back-up computer and internet connection
  • Quiet, dedicated workspace at home

Your Superpowers:

• Technical: Understanding of U.S. tax fundamentals; exposure to tax resolution (OIC, installment agreements, penalty abatements); lead qualification; data entry accuracy; spreadsheet proficiency; light research and document creation; willingness to learn CRM/telephony (e.g., Twilio) and VPN
• Soft skills: Proactive communicator; reliable and resourceful; positive, service-minded attitude; high attention to detail; ability to learn quickly and work with limited supervision; discretion with sensitive financial information

You should apply if… 

• You’re energized by helping clients navigate taxes and financial challenges with empathy and clarity
• You thrive in lean, fast-evolving environments and take initiative without needing constant direction
• You’re eager to grow your tax resolution and real estate knowledge and contribute to community-focused initiatives
• You value accuracy, consi