US Tax Specialist- Freelance, Remote
Magic One
US Tax Specialist- Freelance, Remote
Description\nAbout the Client
A founder-led firm that integrates tax resolution services with real estate investing initiatives to help clients move from financial distress to long-term stability and wealth creation. The business helps individuals resolve tax-related challenges and channels outcomes into real estate initiatives that support a growing nonprofit. The founder-led company is scaling responsibly and seeks reliable, proactive support to maintain momentum during a period of rapid growth and an upcoming health-related recovery.
Why does this role exist?
This role exists to ensure day-to-day momentum in a lean, founder-led operation by handling client correspondence, calendaring, and scripted discovery calls while providing hands-on support across U.S. tax resolution workflows. The objective is to reliably qualify and route leads, keep the calendar full, and move cases forward so the business doesn’t miss opportunities—especially during the founder’s surgical recovery. As the company scales, this position will help lay foundations for repeatable processes that can grow into a small team.
The Impact you’ll makeClient correspondence and calendar management\nMonitor and triage emails, messages, and voicemails; respond or escalate per SOPs\nMaintain the founder’s calendar, schedule consultations, and manage reminders\nPrepare meeting notes, agendas, and follow-ups to keep tasks moving\nLead qualification and outreach\nPlace scripted discovery calls to potential clients; qualify needs and fit\nCapture accurate data from calls and route to the next step (e.g., consult, intake)\nConduct light follow-up via phone/text/email to improve show rates\nU.S. tax resolution support\nAssist with client intake (document checklists, IRS notices, transcripts)\nPrepare case trackers and summaries; support communication with prospects/clients\nDraft basic client-facing materials (letters, checklists) under guidance\nReal estate research and pipeline support\nPull lists and compile data for nationwide investment opportunity screening\nRun preliminary evaluations using provided criteria and document assumptions\nMaintain organized spreadsheets for properties, leads, and outcomes\nNonprofit and business development assistance\nSupport early-stage nonprofit tasks (research, outreach lists, simple materials)\nCreate basic Word/PowerPoint assets (flyers, signage) as needed\nHelp document SOPs to enable future team onboarding\n
Skills, Knowledge and ExpertiseRequired:\nHands-on experience supporting U.S. tax workflows (e.g., intake, IRS correspondence management, basic tax resolution process familiarity)\nExcellent spoken and written English with confident phone communication skills\nProficiency with Microsoft Office (Word, PowerPoint; Excel/Sheets for trackers)\nComfortable executing scripted discovery calls and capturing precise client data\nAvailability to work Mon–Fri, 8:00 AM–12:00 PM Pacific Time (20 hours/week)\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\nTechnical: Understanding of U.S. tax fundamentals; exposure to tax resolution (OIC, installment agreements, penalty abatements); lead qualification; data entry accuracy; spreadsheet proficiency; light research and document creation; willingness to learn CRM/telephony (e.g., Twilio) and VPN\nSoft skills: Proactive communicator; reliable and resourceful; positive, service-minded attitude; high attention to detail; ability to learn quickly and work with limited supervision; discretion with sensitive financial information\nYou should apply if… \nYou’re energized by helping clients navigate taxes and financial challenges with empathy and clarity\nYou thrive in lean, fast-evolving environments and take initiative without needing constant direction\nYou’re eager to grow your tax resolution and real estate knowledge and contribute to community-focused initiatives\nYou value accuracy, consistency, and follow-through—and you take pride in keeping operations running smoothly\n\nWhat to expect...
\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:\n20 hours per week\nMon–Fri, 8:00 AM–12:00 PM Pacific Time\nCompensation:\n$6 per hour\nNo benefits package included\n
Benefits
Department: Support & Leadership
Employment Type: Part Time
Location: Philippines
Reporting To: Client via Magic
Compensation: $6.00 / hour
Description\nAbout the Client
A founder-led firm that integrates tax resolution services with real estate investing initiatives to help clients move from financial distress to long-term stability and wealth creation. The business helps individuals resolve tax-related challenges and channels outcomes into real estate initiatives that support a growing nonprofit. The founder-led company is scaling responsibly and seeks reliable, proactive support to maintain momentum during a period of rapid growth and an upcoming health-related recovery.
Why does this role exist?
This role exists to ensure day-to-day momentum in a lean, founder-led operation by handling client correspondence, calendaring, and scripted discovery calls while providing hands-on support across U.S. tax resolution workflows. The objective is to reliably qualify and route leads, keep the calendar full, and move cases forward so the business doesn’t miss opportunities—especially during the founder’s surgical recovery. As the company scales, this position will help lay foundations for repeatable processes that can grow into a small team.
The Impact you’ll makeClient correspondence and calendar management\nMonitor and triage emails, messages, and voicemails; respond or escalate per SOPs\nMaintain the founder’s calendar, schedule consultations, and manage reminders\nPrepare meeting notes, agendas, and follow-ups to keep tasks moving\nLead qualification and outreach\nPlace scripted discovery calls to potential clients; qualify needs and fit\nCapture accurate data from calls and route to the next step (e.g., consult, intake)\nConduct light follow-up via phone/text/email to improve show rates\nU.S. tax resolution support\nAssist with client intake (document checklists, IRS notices, transcripts)\nPrepare case trackers and summaries; support communication with prospects/clients\nDraft basic client-facing materials (letters, checklists) under guidance\nReal estate research and pipeline support\nPull lists and compile data for nationwide investment opportunity screening\nRun preliminary evaluations using provided criteria and document assumptions\nMaintain organized spreadsheets for properties, leads, and outcomes\nNonprofit and business development assistance\nSupport early-stage nonprofit tasks (research, outreach lists, simple materials)\nCreate basic Word/PowerPoint assets (flyers, signage) as needed\nHelp document SOPs to enable future team onboarding\n
Skills, Knowledge and ExpertiseRequired:\nHands-on experience supporting U.S. tax workflows (e.g., intake, IRS correspondence management, basic tax resolution process familiarity)\nExcellent spoken and written English with confident phone communication skills\nProficiency with Microsoft Office (Word, PowerPoint; Excel/Sheets for trackers)\nComfortable executing scripted discovery calls and capturing precise client data\nAvailability to work Mon–Fri, 8:00 AM–12:00 PM Pacific Time (20 hours/week)\nWFH Set-Up:\nComputer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.\nInternet speed of at least 40MBPS\nHeadset with an extended mic that has noise cancellation and a webcam\nBack-up computer and internet connection\nQuiet, dedicated workspace at home\n\n\nYour Superpowers:\nTechnical: Understanding of U.S. tax fundamentals; exposure to tax resolution (OIC, installment agreements, penalty abatements); lead qualification; data entry accuracy; spreadsheet proficiency; light research and document creation; willingness to learn CRM/telephony (e.g., Twilio) and VPN\nSoft skills: Proactive communicator; reliable and resourceful; positive, service-minded attitude; high attention to detail; ability to learn quickly and work with limited supervision; discretion with sensitive financial information\nYou should apply if… \nYou’re energized by helping clients navigate taxes and financial challenges with empathy and clarity\nYou thrive in lean, fast-evolving environments and take initiative without needing constant direction\nYou’re eager to grow your tax resolution and real estate knowledge and contribute to community-focused initiatives\nYou value accuracy, consistency, and follow-through—and you take pride in keeping operations running smoothly\n\nWhat to expect...
\nWork Setup:\nRemote position\nMust have a reliable internet connection and a quiet workspace\nRequired to provide own computer with Intel Core i5 or something similar or higher operating system\nWorking Hours:\n20 hours per week\nMon–Fri, 8:00 AM–12:00 PM Pacific Time\nCompensation:\n$6 per hour\nNo benefits package included\n
Benefits
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