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Who We Are

Professional Quality. Personal Service.

  • We believe you deserve to spend every minute possible living* and not feeling burdened by complex tax regulations and financial decisions.

 

 

  • At Krozel Capital we are proving that professional services can be provided on a personal level – we do this every day.
  • We do not agree with the complexity of the US tax system. In a perfect world, tax preparation would be more straightforward and manageable leaving more time to focus on financial planning, asset management and (insert here anything you like doing more than tax prep!).

 

  • We work hard to keep our clients educated and informed about policy and law changes, that could affect their financial life.

living* = focusing on what matters most to you.

Open Position - Join our Team!

Virtual Office Manager – Tax Firm

  • Full-Time
  • 100% Remote
  • $49K to $55K total compensation package (details below)

30 second video greeting from Kaitlin Krozel, Owner

Who are we?

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, foreign pensions, foreign taxes, multiple state filing requirements, etc.).

Krozel Capital prides itself on offering personal, professional and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. It is our goal at Krozel Capital for staff to understand all processes so we can support each other when needed (vacations, sick time, etc.) to continue to provide great service to our clients.

Why are we hiring?

We are growing and in need of a full time admin/bookkeeper to join our team.

Who are we looking for?

We are looking for a tech-savvy administrative/customer service professional, who has prior experience working for a tax firm and wants to work remotely. This individual will have primary ownership of various day-to-day vital administrative duties and client communications. Although not the primary role, this person will also perform data entry of client source documents into tax returns (training for this can be provided). Excellent customer service, organization, multi-tasking and communication skills are must.

As a virtual firm our working environment is quite autonomous, but also very supportive. This is a great opportunity for a professional wanting to work from home on a flexible schedule and/or an admin professional with tax admin experience who is interested expanding their skill set and learning tax preparation.

Even though this opportunity is 100% virtual, it is not a ‘stay in the background’ position and will be very client ‘facing’ (just virtually via email, phone, and sometimes video conferencing).

Examples of Specific Duties:

  • E-File tax returns once approved for filing
  • E-File extensions and tax returns once approved for filing and provide e-filing confirmations to clients.
  • Printing/Uploading final client tax returns after efiling has been accepted
  • Responding to new client inquiries by email or phone.
  • Manage all aspects of client onboarding: tracking engagement letters, retainer payments, document uploads, tax organizer completion. Provide excellent customer service, answer client specific onboarding questions and reach out to clients who have not completed onboarding steps.
  • Manage our ‘team’ email account where clients often ask questions. Responsible for timely responding to or forwarding questions to team members as appropriate.
  • Organization/Maintenance of client files
  • Help create and improve office systems and procedures to increase efficiency
  • Manage calendars/schedule appointments for staff
  • Manage birthday/anniversary contacts to clients
  • Checking in all mail received and routing documents as appropriate to staff.
  • Managing our email marketing account (maintenance/update of email addresses)
  • Managing our E-fax account
  • Invoicing, collections and reconciliations in Quickbooks Online
  • Tax return data entry as time allows (training provided!)

Requirements

–2 to 5 years’ experience of providing admin and customer service support for a modern* tax office. 

*Modern meaning either working in a virtual tax firm environment or a traditional/in-person tax firm that utilizes various software/technology to increase efficiency (i.e. E-Signatures, Efiling, client portals, CRM, online organizers, etc.)

-Comfortable with working remote in a virtual setting.

-Fast typing skills.

-Excellent knowledge of word processing tools and spreadsheets (MS Office Word, Excel etc.)

-Excellent verbal and written communication skills in English.

-Ability to multitask and stay organized while having ownership over multiple vital day to day tasks.

-Likes working directly with clients and is a representative of the firm’s values, to include providing professional quality with personal service.

– Able to provide excellent customer service and communicate with clients and staff directly by email, phone and video

Helpful, but not required:

  • Completion of any administrative certifications: PACE, CAP, MOS, Quickbooks, etc.
  • Experience with any of the following software/technology:
  • Docusign
  • Constant Contact
  • Cognito Forms
  • Zimbra email
  • Redtail CRM
  • Quickbooks Online
  • Tax software: Proseries Professional, Ultratax, CCH, Lacerte, etc. 

Position Details:

– Full-Time Office Manager

– 100% work from home/flexible hours.

– Monday – Friday schedule with flexibility

Compensation:

-$40,000 to $45,000 starting salary (dependent on experience)

– Health/Dental coverage paid up to $375/month (payout available if already covered by a spouse’s plan).

-Life insurance

-Retirement plan & company matching

-3 weeks paid vacation

-Bi-Annual bonus

CLICK HERE TO APPLY

Kaitlin Krozel

Kaitlin Krozel is a Certified Public Accountant (CPA). She received her undergraduate degree with a B.S. in Accounting and Finance and a minor in Spanish from California Polytechnic State University, San Luis Obispo. She also holds a Masters degree in Tax & Financial Planning from San Diego State University. Kaitlin is no stranger to moving and expat life as she has moved five times in the last 12 years with two of those moves being international. Before starting Krozel Capital, she worked for Ernst & Young in San Diego, CA and also as a tax preparer in Singapore. Her husband is a Lieutenant Commander in the U.S. Navy and they have two young children.

kaitlin

Florencia Bojaxhi

Florencia Bojaxhi is a Certified Public Accountant (CPA).  She received her undergraduate degree with a B.S. in Accounting and Operations Management from the University of Wisconsin – Oshkosh. She has over 10 years of experience in tax, audit and financial statement reporting. Florencia’s area of expertise is in structuring and reporting for US entrepreneurs living abroad that own foreign companies. She speaks four languages and has lived in the United States, South Korea, Singapore, Italy and Costa Rica, where she currently resides. She enjoys yoga and gardening when she is not helping others with taxes.

Laura Astoga

Laura Astorga is a certified tax preparer through the California Education Tax Council (CTEC). She earned her B.S. in Accounting from the University of Baja California in Tijuana, Mexico. Laura is fluent in Spanish and has experience with Mexican tax laws and regulation. She worked as an accountant in Mexico from 1990-1999 before moving to the United States where she continues to reside with her husband and two children. 

laura

Lex Vogelgesang

Lex Vogelgesang is a Financial Planning Associate.  She received her certificate of Financial Planning from Boston University.  She holds her undergraduate degree from the United States Naval Academy.  She also holds a master’s degree from the University of San Diego. Before starting Krozel Capital, she worked for Workable Wealth in San Diego, CA. She currently is a reservist in the United States Marine Corps.  Her husband is in the U.S. Navy and they have three children.

Tamika Nolen

Tamika Nolen is an authorized tax preparer with the IRS. She earned her B.S. in International Business from Northwest Missouri State University and is currently studying to become an Enrolled Agent. She worked in software as a Technical Associate with Wolters Kluwer and as a Tax Examiner with the IRS. She enjoys reading, traveling, and has resided in Hawaii, South Korea and Spain. She currently resides Washington D.C. with her husband who is a Chief Petty Officer in the U.S. Navy.

Giving Back

Giving back is important at Krozel Capital and we are proud to support the following program through direct donations:

Penelope’s Ride: Supports The Cystic Fibrosis Foundation by holding a yearly bike ride to raise awareness about Cystic Fibrosis and money for research, treatments and hopefully one day, a cure.

Our Philosophy

Our clients are some of the smartest individuals we know. They are professors, surgeons, lawyers, executives, masters in their fields. Yet, due to the extremely complex and time consuming ordeal of preparing a US tax return, these same individuals need to hire a professional. The US has an entire industry of tax preparers and attorneys whose only job is to help people understand the tax laws and calculate their taxes. How insane is this situation? Most professionals would never openly advocate against their own profession, but I guess that makes us different (or crazy).

We believe that in the perfect world our firm’s tax services would not be needed by a majority of taxpayers, and instead we would be helping clients save their money and plan for their futures full time. One thing we do know is that taxes and financial planning go hand in hand, and that is why we offer BOTH tax compliance and fee-only financial planning services to our clients. Having a team of tax and financial advisors working together creates efficiencies and helps streamline our clients’ financial life.