Client Experience Specialist
WIN Home Inspection
Job Level
JuniorMid-Level
About the role
- Prepare and file US federal and state tax returns for individuals and businesses
- Perform day-to-day bookkeeping tasks using QuickBooks
- Reconcile bank statements and financial data while identifying and resolving discrepancies
- Stay current with US tax laws and assist with tax planning
- Ensure accounting and tax compliance while identifying opportunities for efficiency and automation
- Contribute to client financial health, tax compliance, and reporting accuracy
Requirements
- A 4-Year Bachelor's degree preferable, ideally in Accounting & Finance
- 1–3 years of hands-on experience in US taxation (individual and/or business tax)
- Prior knowledge/experience of QuickBooks
- Strong understanding of Debit/Credit (double entries)
- Prior experience in an Accounting or Tax Firm
- Strong willingness to learn and grow
- Excellent spoken and written English communication skills
- Demonstrated leadership skills through academics or extra-curricular activities
- Strong collaboration and interpersonal skills
