Tuyển dụng Remote US Tax Data Verification Associate tại Hà Nội

How Our Workflow Works

1. AI preparation: TaxGPT does the initial data entry and return preparation in Intuit ProConnect Tax. TaxGPT or Claude then produces supporting workpapers.

2. Your role (verification): You compare every amount in the workpapers to the client's source documents, such as W-2s, 1099s, K-1s, 1098s, brokerage statements, bank statements, and financial statements. You record what matches and flag anything that doesn't.

3. US team (final tie-out and review): Once the workpapers and source documents agree, our US team checks the totals in ProConnect and completes the CPA review.

Key Responsibilities

• Check the AI-generated workpapers against the client's source documents, line by line

• Confirm amounts, payer and recipient details, and tax years, and make sure every document is included

• Identify and log problems such as:

– Wrong amounts

– Duplicate or missing documents

– Documents from the wrong tax year

– Income or deductions recorded in the wrong category

– Scans that are hard to read

• Keep a clear verification checklist and exceptions log for each client file

• Write short, clear notes in English that explain each issue and where it came from

• Draft lists of missing documents for the US team to send to clients

• Follow the firm's procedures for file names, folders, and review sign-offs

• Protect client data at all times under our security and confidentiality policies

Not part of this role: You won't contact US clients directly, sign or file returns, or change records in ProConnect unless the US team authorizes it.

Require

Yêu cầu công việc

Required Qualifications

• Bachelor's degree in Accounting, Auditing, Finance, or a related field

• At least 1–2 years of experience in accounting, audit, or US tax (Big 4 or audit firm experience is a strong plus)

• Working knowledge of US tax forms, including Form 1040 and its schedules, W-2, the 1099 series, 1098, and K-1

• Strong Excel skills, including lookups, reconciliations, and pivot tables

• Good written English and the ability to explain problems clearly

• Excellent attention to detail and a methodical way of working

• Reliable internet, a dedicated computer, and a private, quiet place to work

Preferred Qualifications

• Experience with Intuit ProConnect, Lacerte

• Familiarity with business returns (Forms 1120-S, 1065, and 1120) and Schedules C and E

• Some knowledge of US state returns

• Experience using AI tools such as ChatGPT, Claude, or TaxGPT in accounting work

• Progress toward ACCA, CPA (US or Vietnam), or EA

Schedule

• Vietnam is 14 hours ahead of US Pacific Time during daylight saving time and 15 hours ahead in winter.

• You'll need to work at the same time as the US team for at least [2–3] hours a day, for example [8:00–10:00 PM Vietnam time].

• Hours are longer during tax season (February to April 15) and in the weeks before the extended filing deadlines.

Data Security Requirements

• Work only inside firm-provided systems (VPN, secure portal, or remote desktop). You may not download client files to personal devices.

• Use multi-factor authentication on all accounts.

• Sign a confidentiality and non-disclosure agreement.

• Don't use personal AI accounts or outside tools with client data.

Hiring Process

1. Submit your CV in English

2. Online screening interview (30 minutes)

3. Practical test: check a sample workpaper against mock source documents and write an exceptions log

4. Final interview with a partner at Pacific International CPAs

5. Offer, NDA, and onboarding

How to Apply

Send your CV with the subject line "Tax Verification Associate – [Your Name]".

Quyền lợi

• Khác: Theo quy định nhà nước