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Tax Operations Associate - Remote - Cross-Border CPA Firm (US/Canada)
Unknown
54d ago
0$52k - $73kFinanceUSjobspy_indeed
remoteindeed
Job Description
Blue Cloud CPA is a cross\-border accounting firm licensed in both the United States and Canada. Our clients live, work, and run businesses on both sides of the border: founders relocating, families with accounts in two countries, corporations expanding south or north. We're built differently from a traditional firm: heavily automated workflows handle most of the drafting and assembly inside a documented system of checklists and runbooks, the partner reviews and signs everything, and the whole practice runs on keeping that workflow moving cleanly.
**The role**
You're the person who keeps client work moving through the system. Not a classic preparer role and not an admin role: you operate the pipeline.
**On a given day you will:**
\- Work the client queue: bring client messages into our work system, review pre\-drafted replies against the client's actual facts, fix what needs fixing, and queue them for partner approval
\- Drive client work sessions through their checklists: our systems analyze documents and produce the drafts, you keep things moving, verify outputs against source documents, and escalate anything that looks off
\- File incoming client documents and keep every client's status record current
\- Chase missing documents on a schedule
\- Key completed returns into Drake Tax and tie the numbers back to source
\- Close every working block with a short handoff: what's ready for review, what's blocked, what needs a decision
You never send a final deliverable and you never sign. The partner reviews everything. Your job is that by the time work reaches review, it's complete, tied out, and honestly labeled.
**Who does well here**
\- Physically located in the United States (required: federal tax\-privacy rules restrict access to client tax information from outside the US, so this applies regardless of citizenship or work authorization)
\- 2\-5 years in tax or accounting, enough experience that a wrong number registers as wrong on sight
\- Genuine comfort with modern automation and drafting tools, including a healthy distrust of software output
\- Checklist discipline: you follow documented procedures exactly, and you say so out loud when the procedure doesn't fit the situation
\- Clear written English, comfortable working async
\- PTIN, or willing to obtain one
Nice to have: EA credential, cross\-border exposure (Canadian returns, foreign account reporting), Drake Tax, TaxDome.
**Why this role is worth your time**
You'll learn cross\-border tax, one of the highest\-value niches in the profession, from inside a firm that documents everything, and you'll work with a more modern operations stack in three months than most firms will show you in five years. Strong performance grows into more responsibility and, for the right person, a permanent position as the firm scales.
**How to apply**
Apply with a resume and answers to these three questions (applications without answers won't be considered):
1\. Describe a specific time s
