Seasonal Tax Operations & Client Support Analyst

We are seeking a detail-oriented Seasonal Tax Operations & Client Support Analyst to support U.S. tax projects across preparation, research, reporting, and client coordination.

This role requires strong familiarity with the U.S. tax system, tax software, and CRM tools, along with the ability to draft and edit reports using AI tools.

Responsibilities:

Navigate U.S. tax software (Drake preferred) and CRM systems such as TaxDome.

Assist with preparation and organization of U.S. tax forms and schedules.

Draft and edit tax reports and client deliverables using AI tools and templates.

Conduct tax research and summarize findings clearly.

Support client communication with a professional, service-focused mindset.

Track tasks and documentation in CRM systems.

Identify missing information and propose solutions proactively.

Requirements:

Knowledge of the U.S. tax system.

Experience with tax software.

Experience with CRM or workflow platforms.

Strong writing and research skills.

Comfortable using AI tools.

High attention to detail and reliability.

This is a seasonal role focused on quality, accuracy, and efficiency.