Job Description

Job Description

Job Description

Remote Expatriate Tax Preparer (CPA / EA)

Krozel Capital – 100% Remote

Who We Are

Founded in 2011, Krozel Capital is a virtual-first boutique firm specializing in expatriate tax preparation and compliance for international clients. Our owner, a CPA herself, has lived the expat life with 7 moves in 16 years and deeply understands the unique challenges our clients face.

We primarily serve executives and professionals abroad with complex tax situations involving foreign or multiple rental properties, employer equity compensation, ownership of foreign entities, foreign pensions, and multi-state filings. Our commitment is to deliver 'professional quality' with 'personal service' , while continually investing in technology to streamline workflows and enhance the client experience.

The Opportunity

As client demand for integrated tax and financial planning has grown, we launched a sister RIA firm to meet those needs. Its rapid growth now requires us to bring on an experienced tax professional. This role is pivotal — freeing up the owner’s time to focus on firm strategy and growth. We’re looking for a key team member who wants to grow with us as we scale and plan to double or triple our client workload.

Key Responsibilities

• Prepare and review complex U.S. expatriate tax returns (Forms 1040, 2555, 1116, 8938, 8858, 8865, 5471, 8621, plus FBAR filings).

• Communicate directly with clients via email, phone, and video — gathering information, answering questions, and delivering excellent service.

• Support and help manage the firm’s federal & state tax notice tracking and response program.

• Serve as the point person for the firm’s SurePrep software.

• Collaborate with the Director of Tax Services and other team members to manage workflow, review returns, and ensure quality.

• Step in across the preparation process — from initial data entry to final review — to ensure smooth client experiences.

Requirements

We’re not looking for a back-office processor — this is a client-facing role requiring confidence and collaboration.

• Licensure: Active CPA or EA license.

• Experience: At least 3 years of full-time expatriate tax preparation within the last 5 years (5+ preferred).

• Authorization: Must be legally authorized to work in the U.S. (location flexible).

• Technical Knowledge: Deep understanding of expat filings, including 1040 with schedules A–E, 2555, 1116, 8938, FBARs; experience with 5471, 8621, 8858, 8865 strongly preferred.

• Communication: Strong customer service and client-interaction skills.

• Availability to Travel: One in-person company retreat annually (past retreats include Austin, San Diego, Miami, and Colombia).

Helpful, But Not Required

• Experience preparing returns for expatriates in Singapore or the Netherlands.

• Prior use of UltraTax software.

• Familiarity with Karbon, Canopy, or TaxDome practice management tools.

Position Details & Benefits

• Employment: Full-time, permanent (30 hrs/week possible).

• Work Environment: 100% remote with flexible hours.

• Compensation: Competitive salary plus a share of the firm’s quarterly bonus pool.

• Healthcare: $4,500 annual stipend for health and dental.

• Retirement: Simple IRA with employer contributions.

• Time Off: Unlimited PTO.

• Professional Development: Continuing education subscription (e.g., Surgent) plus $2,000 annually for additional courses/conferences.

• Home Office Support: Company laptop and $1,000 annual stipend for home office equipment.

This Role Is Ideal For:

• An experienced tax professional seeking a stable, flexible, and collaborative remote career.

• A self-employed preparer with a small book of business who wants to offload admin tasks and focus on high-level client service within a supportive team.

Founded as a virtual tax firm in 2011, Krozel Capital specializes in expatriate tax compliance and preparation. We are unique in that we are one of the only expat-focused firms that can also provide financial planning and investment services to our clients through a separate firm licensed as a Registered Investment Advisor (RIA). We work with executives and professionals living abroad who have complex reporting requirements (e.g. foreign rental properties, restricted stock units, stock option compensation paid abroad, etc.) Krozel Captial prides itself on offering personal, professional, and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. We are committed to continuously improving the client experience as well as improving internal procedures. We love helping out clients plan for the future.

Company Description

Founded as a virtual tax firm in 2011, Krozel Capital specializes in expatriate tax compliance and preparation. We are unique in that we are one of the only expat-focused firms that can also provide financial planning and investment services to our clients through a separate firm licensed as a Registered Investment Advisor (RIA). We work with executives and professionals living abroad who have complex reporting requirements (e.g. foreign rental properties, restricted stock units, stock option compensation paid abroad, etc.) Krozel Captial prides itself on offering personal, professional, and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. We are committed to continuously improving the client experience as well as improving internal procedures. We love helping out clients plan for the future.

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