• Manage client communications via phone and email. • Follow up on outstanding documents and requests. • Provide updates on tax return status and workflow progress. • Coordinate appointments and scheduling. • Route technical tax questions to the appropriate team members. • Contact the IRS and Franchise Tax Board regarding notices and correspondence. • Pull tax transcripts and maintain detailed records. • Request penalty abatements and assist with administrative tax resolutions. • Research balances, payments, filing history, and notices. • Follow up on unresolved client matters. • Assist with LLC formations and business registrations. • Coordinate Secretary of State filings and Statements of Information. • Support S-Corporation election filings. • Track compliance deadlines and annual filing requirements. • Coordinate quarterly estimated tax payment schedules. • Maintain internal tracking systems and spreadsheets. • Support tax return workflow management and delivery. • Keep client records accurate and up to date. • Serve as a liaison between clients and internal departments.

Role Description As a Tax Operations & Client Success Specialist, you will play a vital role in managing tax-related processes and fostering positive relationships with clients. You will collaborate with various teams to ensure tax compliance and deliver exceptional service to clients. Key Responsibilities - Client Communication & Coordination - Manage client communications via phone and email. - Follow up on outstanding documents and requests. - Provide updates on tax return status and workflow progress. - Coordinate appointments and scheduling. - Route technical tax questions to the appropriate team members. - IRS & Tax Administration - Contact the IRS and Franchise Tax Board regarding notices and correspondence. - Pull tax transcripts and maintain detailed records. - Request penalty abatements and assist with administrative tax resolutions. - Research balances, payments, filing history, and notices. - Follow up on unresolved client matters. - Entity Filings & Compliance Support - Assist with LLC formations and business registrations. - Coordinate Secretary of State filings and Statements of Information. - Support S-Corporation election filings. - Track compliance deadlines and annual filing requirements. - Workflow & Operations - Coordinate quarterly estimated tax payment schedules. - Maintain internal tracking systems and spreadsheets. - Support tax return workflow management and delivery. - Keep client records accurate and up to date. - Serve as a liaison between clients and internal departments. Qualifications - Prior experience working in a U.S. tax office, CPA firm, accounting firm, or tax resolution firm. - Experience handling IRS correspondence and tax-related administrative workflows. - Strong written and verbal English communication skills. - Excellent organizational skills and attention to detail. - Comfortable speaking with clients and government agencies. - Strong proficiency with Google Workspace and spreadsheets. - Ability to manage multiple priorities in a fast-paced environment. Benefits - Competitive salary (USD) - Work From Home - Flexible hours

Role Description We are looking for a Remote Experience Coordination Specialist to manage client plans, organize schedules, and oversee all details to ensure a seamless, high-quality experience from start to finish. This fully remote position is ideal for someone who thrives on planning, clear client communication, and keeping multiple moving parts coordinated behind the scenes. The ideal candidate is self-motivated, able to work independently, and comfortable leveraging tools and systems to maintain accuracy and efficiency throughout the process. - Communicate with clients to understand preferences and needs - Coordinate schedules, confirmations, and experience details - Manage updates, changes, and follow-ups in a timely manner - Ensure accuracy across all plans and documentation - Deliver professional, friendly client support throughout the process Qualifications - Strong organizational and communication skills - Customer service, coordination, or planning experience (preferred, not required) - Comfortable working independently in a remote environment - Detail-oriented, dependable, and tech-comfortable - Must be a citizen of the US, UK, Australia, Mexico, Spain and LATAM Benefits - 100% remote flexibility - Training and ongoing support provided - Opportunity for long-term growth within a supportive team

Role Description The Boutique COO supports business owners and founders and is looking for an excellent, self-starting, virtual assistant to join the team. We’re looking for someone to join us and grow with us as we’re rapidly expanding! This particular client is a roofing company in search of someone with construction admin / ops experience to help support them with estimating and similar tasks. - Manages projects on behalf of our clients, managing and meeting deadlines. - Complete a variety of virtual assistant tasks including: - Scheduling - Emailing - Lead conversion management - Research projects - Data entry - Many more different types of projects - Professionally communicate with clients and adjust to their changing priorities, needs, and deadlines using their business values and processes as a guiding principle. - Hours start at 10-20 hours per week and have potential to grow up to 40 hours per week as we grow. Schedule is flexible and largely weekday-based, with most project turnaround times being 1-2 days. - This is a remote position. Qualifications - Experience working in operations and administrative roles. - Strong written and verbal communication skills, with the ability to tailor communication to a variety of styles and client priorities. - Self-starter attitude; comfortable with an open-ended problem and creating a suggested plan from that. - Project and process management, managing deadlines and several priorities. - Critical thinking, if you think a client or project should be focused on something else. - Strong organizational and analytical skills. Benefits - Remote Work: This is a fully remote position within the US, offering flexibility and work-life balance. - Flexible Hours: Start at 10-20 hours per week with the potential to grow. - Competitive Pay: Starting at $21/hour, with bonus opportunities of up to $10k annually. - Growth Opportunities: Ample potential for career growth and performance bonuses. Company Description The Boutique COO is committed to social justice, including LGBTQ rights, women’s rights, and civil rights, and provides services for individuals from a diverse array of races, ethnicities, national origins, sexual orientations, ages, religions, genders, educations, abilities and other identities. We do not tolerate or support discriminatory speech, hate speech, comments or actions against others based on their sex, gender, age, ethnicity, race, socio-economic status, disability, or other labels, or any physical, mental, or emotional abuse.