Role Description You’ll keep the firm’s tax workflow running smoothly—preparing client organizers, tracking e-file consents, ensuring accurate digital filing, and communicating clearly with clients. Your organization, confidentiality, and follow‑through directly impact on‑time, error‑free tax filings and client satisfaction. - Prepare and send client tax organizers; track returns of completed organizers and documentation. - Receive, verify, and maintain strict confidentiality of client tax information. - Assemble and scan organizers/tax documentation into tax software for return preparation. - Send finalized business and individual returns with detailed filing/payment instructions. - Request, collect, and track signed e-file consents; follow up on missing items. - E-file returns and monitor acknowledgments; escalate rejections with next steps. - Maintain digital filing systems: scanning, naming conventions, version control, and database updates. - Provide administrative support for project-based work and peak-season initiatives. - Contribute to process improvements that enhance accuracy and turnaround time. Qualifications - Proficiency with Microsoft Office (Word, Excel, Outlook). - Experience with QuickBooks or accounting software helpful (not required). - Proven ability to work independently on recurring tasks with high accuracy. - Meticulous organization, attention to detail, and deadline reliability (especially during peak tax season). - Clear, professional written and verbal communication with clients and internal teams. - Discretion with sensitive and personally identifiable information. - Prior experience in a tax, CPA, or law firm preferred, not required. Requirements - Familiarity with tax workflow tools (e.g., e-file portals, DMS, practice management systems). - Basic knowledge of e-file statuses and common rejection codes (you’ll learn on the job if not). - Experience standardizing document naming and intake checklists. Success in the first 90 days - 100% compliance with document naming and filing standards. - < 1% admin error rate on document routing and e-file consent tracking. - All e-file acknowledgments reconciled within 24 hours; exceptions escalated promptly. - Positive feedback from tax preparers and clients regarding communication and follow-through. Benefits - Work From Home Setup (PH Only) - Fully remote, PH‑based. - Core Perks and Benefits: - ✨ HMO on your first day + Free coverage for 2 dependents after 2 years - ✨ Government-mandated benefits - ✨ 20 Annual Leave Credits - ✨ 13th-month pay - ✨ Birthday Leave - ✨ Bereavement Leave - Onsite/Hybrid Employees — Additional Perks (where applicable): - ✨ Travel subsidy allowance - ✨ Free staff house accommodation (within eligible distance) - ✨ Free shuttle service - ✨ Free lunch - ✨ Free uniform - ✨ Perfect attendance bonus - ✨ Additional perks across all levels - 🎉 Employee Engagement & Company Perks: - Onboarding training - Monthly employee engagement - Birthday gift - Weekly treats - Christmas hamper - Anniversary gift - Opportunity to travel - 🎁 Referral Bonus Program (GCash): - PHP 3,000 — Graduate trainees, junior, entry-level, admin - PHP 5,000 — Intermediate roles - PHP 8,000 — Senior & hard‑to‑fill roles

• Prepare and file accurate tax returns within regulatory deadlines • Develop tax strategies to optimize indirect tax positions • Ensure the company's compliance with new requirements • Prepare and review tax-related reports

At American Income Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Agent Licensing Specialist? American Income Life is looking for an Agent Licensing Specialist to join the team! In this role, you will be responsible for initiating and/or monitoring the life cycle of agents appointed by the company, enabling them to sell products. This is a remote / work-from-home position. What You Will Do: - Gathering and reporting of information. - Problem solving and evaluating various agency related tasks and reports in a timely manner. - Perform various clerical duties and data entry with a high degree of accuracy. - Exercise judgmental decisions in an independent manner based on company guidelines. - Effectively communicate verbally and in writing. - Meet department deadlines and efficiently handle distribution to appropriate parties. - Utilize various resources to gather information as needed to make informed decisions. - Handle diverse assignments as become necessary in the department, such as internal audit, compliance discussions as well as handling complaints as needed. What You Can Bring: - Minimum typing requirement of 40 wpm. - Must possess a High School diploma or equivalent thereof. - Ability to learn standard office equipment as well as various software packages required by the department, including but not limited to Word, Excel, Outlook and the ability to learn other programs and applications. - Ability to understand and apply a variety of oral and written instructions, demonstrates initiative. Must be organized with attention to detail to meet necessary deadlines. - Must be flexible to changes in processes and procedures as determined by management or Regulatory entities. - Proficient communication skills including proper grammar, word usage, and punctuation in writing and verbally. - Ability to meet department production requirements with efficiency and accuracy. How American Income Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at American Income Life: - Competitive compensation designed to reflect your expertise and contribution. - Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. - Robust life insurance benefits and retirement plans, including a pension plan. - Paid holidays and time off to support a healthy work-life balance. - Parental leave to help our employees welcome their new additions. - Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. - Company-paid counseling for assistance with mental health, stress management, and work-life balance. - Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. - Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At American Income Life, your voice matters.

• Ensure the company maintains compliance with all documentation requirements for transactions, both intra-company and external, across all jurisdictions in which the company operates. • Continuously monitor and optimize the company's tax structure across all operating jurisdictions (currently US, Cyprus, UK) to ensure the most favorable tax treatment. • Develop and implement strategies for efficient money flow within the company to minimize tax liabilities while remaining compliant with local and international tax laws. • Identify and apply available tax relief instruments, such as tax refund claims under double tax treaties, to maximize tax savings for the company. • Stay up-to-date with changes in tax laws and regulations across all relevant jurisdictions and adapt the company's tax strategy accordingly. • Conduct regular internal audits to assess the company's tax compliance and identify areas for improvement or potential risks. • Provide guidance and support to management and other departments on tax-related matters, ensuring alignment with the company's overall tax strategy. • Maintain accurate and up-to-date records of all tax-related documentation, filings, and correspondence with tax authorities. • Liaise with external tax advisors, auditors, and legal counsel as needed to ensure the company's tax practices are in line with industry best practices and local regulations.