AgileEngine is an Inc. **** company that creates award-winning software for Fortune 500 brands and trailblazing startups across 17+ industries.
We rank among the leaders in areas like application development and AI/ML, and our people-first culture has earned us multiple Best Place to Work awards.
WHY JOIN US
If you're looking for a place to grow, make an impact, and work with people who care, we'd love to meet you!
ABOUT THE ROLE
We are looking for a
Client Partner
to serve as a trusted advisor to C-level and VP-level executives at large US enterprises, defining and leading AI-driven digital transformation strategies from inception through execution.
You will partner with clients to shape AI adoption initiatives, translate complex technology into business outcomes, and oversee account performance in close collaboration with delivery and engineering teams.
The role requires deep IT services consulting experience, strong technical fluency, and quarterly travel to the US.
WHAT YOU WILL DO
Act as a trusted advisor to C-level and VP-level executives within large enterprise organizations;
Define and lead strategic initiatives related to digital transformation, modernization, and AI adoption;
Partner with clients to shape AI strategies, identify high-impact use cases, and support end-to-end execution of these initiatives;
Help organizations translate complex technical concepts into actionable business outcomes through a consulting approach;
Oversee account performance metrics and implement strategies for continuous improvement;
Travel to the U.S. quarterly to meet clients and strengthen relationships.
MUST HAVES
5+ years of consulting experience in the U.S.
;
Proven experience managing client relationships in the
IT services or custom software development industry
;
Excellent communication and stakeholder management skills with the ability to translate technical concepts into business value;
Experience within large enterprise organizations, including participation in or leadership of
digital transformation or modernization programs
;
Advanced English (written and spoken);
Strong technical understanding of IT projects;
Exceptional leadership and relationship-building skills;
U.S. residency or a valid U.S. visa
with availability to travel to the U.S. once per quarter.
NICE TO HAVES
Experience in the Financial Services industry.
PERKS AND BENEFITS
Professional growth
: Mentorship, TechTalks, and personalized growth roadmaps.
Competitive compensation
: USD-based pay with education, fitness, and team activity budgets.
Exciting projects
: Modern solutions with Fortune 500 and top product companies.
Flextime
:



Versátil schedule with remote and office options.
We are seeking an experienced accounting professional to provide
specialized Level 2 support
for complex customer inquiries related to
US accounting, tax, bookkeeping, and payroll
.
This role requires
genuine technical accounting judgment
, not just scripted responses or basic ticket routing.
The ideal candidate has strong accounting and tax expertise, excellent communication skills, and the ability to independently investigate and resolve complex issues.
US Tax & Accounting Support Specialist
We are seeking an experienced accounting professional to provide
specialized Level 2 support
for complex customer inquiries related to
US accounting, tax, bookkeeping, and payroll
.
This role requires
genuine technical accounting judgment
, not just scripted responses or basic ticket routing.
The ideal candidate has strong accounting and tax expertise, excellent communication skills, and the ability to independently investigate and resolve complex issues.
Schedule & Coverage
Required coverage window: 8:00 AM-8:00 PM Eastern Time (ET)
Individual schedules will be staggered to provide coverage during US business hours.
Ability to work shifts that overlap with US business hours is required.
Specific shifts and weekly schedules will be finalized with the client.
Key Responsibilities
Provide specialized Level 2 support for complex US customer accounting, tax, bookkeeping, and payroll inquiries.
Investigate and resolve escalated and directly assigned accounting and tax support tickets.
Review and troubleshoot bookkeeping discrepancies, reconciliations, and accounting transactions.
Assist customers with:
Tax-related inquiries
Tax notices
Filing status questions
Tax return-related questions within the authorized scope
Support payroll questions, setup, processing issues, and troubleshooting.
Communicate technical findings clearly and professionally through Zendesk, email-style ticket responses, and scheduled phone support.
Independently investigate issues, identify root causes, and coordinate with internal specialists when necessary.
Document resolutions and maintain accurate customer records.




Identify recurring issues and opportunities to improve workflows and knowledge resources.
Adapt to new internal systems as the client transitions away from Zendesk.
Learn and work effectively with proprietary platforms and AI-assisted workflows.
Required Qualifications
Demonstrated professional accounting experience, ideally with exposure to US accounting and taxation.
Strong working knowledge of:
Bookkeeping
Tax return review
Account reconciliations
Payroll
Financial reporting
Prior experience handling complex tax and accounting inquiries, tax notices, and customer-facing financial support.
Excellent written and verbal English communication.
Strong:
Analytical skills
Troubleshooting skills
Documentation skills
Independent problem-solving skills
Ability to explain complex accounting and tax topics to nontechnical customers.
Comfortable working in a fast-paced, technology-driven environment with evolving workflows.
Ability to learn new systems, including proprietary platforms and AI-assisted workflows.
Preferred Qualifications
Certified Public Accountant (CPA) - strongly preferred.
Enrolled Agent (EA) certification - highly desirable, particularly for candidates with US tax experience.
Background in a Big Four accounting firm, established accounting practice, or comparable professional accounting environment.
QuickBooks certification or experience.
International CPA credentials may be considered, provided the candidate can demonstrate relevant knowledge of US accounting and tax practices.
Technical Skills & Tools
QuickBooks or comparable accounting software
Microsoft Excel / Google Sheets
Zendesk - preferred, not required; training can be provided.
Slack or similar collaboration tools
Familiarity with tax preparation and payroll software is beneficial.
Ability to learn proprietary platforms and AI-assisted workflows.
What We Prioritize
Candidates should demonstrate the following priority of skills:
Technical accounting expertise — first priority
Communication and problem-solving skills — second priority
Prior support platform experience — third priority
Important Scope & Compliance Note
Advice, tax review, and other regulated activities must remain within the individual's qualifications and the client's approved responsibilities.
This position requires sound technical accounting judgment and the ability to handle complex issues appropriately while staying within the authorized scope of the role.
Level 2 Tax & Accounting Support Specialist | Remote | Argentina
Level 2 Tax & Accounting Support Specialist (CPA / EA Preferred) (Enrolled Agent (EA))
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