Krozel Capital | Who We Are

We are looking for a Full-Time Expat Tax Preparer - Join Our Team!!

Krozel Capital is looking for an experienced expat tax professional who is passionate about their field and is willing to help grow our tax practice. This is a great opportunity for an ex-pat tax professional wanting to work from home on a flexible schedule. Or, a self-employed expat tax professional who wants to focus more on providing tax services vs. the more tedious back office/admin duties.

The perfect candidate should feel comfortable working and communicate directly with clients and associates via email, phone, and video conferencing. This is not a ‘stay in the background’ position and will be very client ‘facing’ (although virtually). Since we are a small firm and prepare intricate returns, the tax professional will perform a myriad of functions. Ranging between initial preparation or first review to final review, including signing and final presentation to the client. This position is best suited for a team player who is willing to commit to helping clients and ensure our practice runs smoothly throughout the year. 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?

Krozel Capital has seen a surge in clients requesting help with financial planning and investment needs in addition to tax preparation and compliance. We believe tax strategies and financial planning are best integrated for maximum efficiency and plan to roll out opportunities for those combined service offerings. As we look to grow the financial planning/investment side of our business, we need a manager to step in and take over the day-to-day tax preparation so the owner can focus on growing the Financial planning/investment side.

Requirements:

Actively licensed and in good-standing CPA, EA or JD (with an LLM taxation)
3 or more years of full-time experience preparing expat tax returns
Experience in expatriate tax matters including, but not limited to, Form 2555, Form 1116, Form 8938, Form 5471, Form 8621, FBAR
Able to provide excellent customer service and communicate with clients and staff directly by email, phone and video
Confident in working with and managing fellow associates
Helpful, but not required:

Experience with preparing returns for expats living in Singapore and the Netherlands.
Experience with ProSeries Professional tax software

Position Details:

Full-Time Tax Preparer
Work from home/flexible hours.
Health/Dental (payout available if already covered by a spouse’s plan).
3 weeks vacation to start
Retirement Plan
CPE’s for CPA or EA provided
Profit-sharing after one year based on company growth
Capacity

With the addition of a Tax Manager, we are looking to grow the practice steadily over the next 2-3 years.

Compensation:

$65,000 to $70,000 salary (dependent on experience)
Health/Dental/Vision
Retirement plan matching
Profit-sharing based on company growth
Bi-Annual bonus based on number of returns filed
Life insurance
At full capacity (after 2-3 years of growth), the estimated total annual compensation would be about $105,000 to include all of the above.

About Krozel Capital:
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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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.

kaitlin

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. 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.

Holly Evans

Holly Evans is a Certified Public Accountant (CPA). Her areas of tax specialty are individuals, small businesses, cancellation of debt income, real estate, and rental properties.

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 and South Korea. She currently resides in Spain 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.