Part-Time
US Tax Specialist-Freelance
Multiple Teams
Posted on 10/6/2025
Magic
1,001-5,000 employees
On-demand virtual assistant services for businesses
Compensation Overview
$6/hr
Remote in USA
Remote
Candidates must be available to work during Pacific Time hours.
 Accounting (1) |
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- Hands-on experience supporting U.S. tax workflows (e.g., intake, IRS correspondence management, basic tax resolution process familiarity)
- Excellent spoken and written English with confident phone communication skills
- Proficiency with Microsoft Office (Word, PowerPoint; Excel/Sheets for trackers)
- Comfortable executing scripted discovery calls and capturing precise client data
- Availability to work Mon–Fri, 8:00 AM–12:00 PM Pacific Time (20 hours/week)
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
- Monitor and triage emails, messages, and voicemails; respond or escalate per SOPs
- Maintain the founder’s calendar, schedule consultations, and manage reminders
- Prepare meeting notes, agendas, and follow-ups to keep tasks moving
- Place scripted discovery calls to potential clients; qualify needs and fit
- Capture accurate data from calls and route to the next step (e.g., consult, intake)
- Conduct light follow-up via phone/text/email to improve show rates
- Assist with client intake (document checklists, IRS notices, transcripts)
- Prepare case trackers and summaries; support communication with prospects/clients
- Draft basic client-facing materials (letters, checklists) under guidance
- Pull lists and compile data for nationwide investment opportunity screening
- Run preliminary evaluations using provided criteria and document assumptions
- Maintain organized spreadsheets for properties, leads, and outcomes
- Support early-stage nonprofit tasks (research, outreach lists, simple materials)
- Create basic Word/PowerPoint assets (flyers, signage) as needed
- Help document SOPs to enable future team onboarding
- 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
- 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
Magic delivers on-demand virtual assistant services tailored to businesses. It operates on a subscription model where clients pay for the hours worked by virtual assistants, with 24/7 support and custom solutions designed to streamline operations and boost productivity. The service works by clients subscribing to a plan, assigning tasks to VAs who handle the workload within agreed hours, and incurring additional charges for specialized tasks or services. A referral program rewards clients with cash or service credits for successful introductions. Compared to competitors, Magic emphasizes continuous availability, customized task handling for different business needs, and a straightforward hourly-based pricing structure that scales from startups to large enterprises. The overarching goal is to help clients run operations more smoothly and efficiently while building long-term relationships through ongoing subscriptions and referrals.
Company Size
1,001-5,000
Company Stage
Series A
Total Funding
$39.1M
Headquarters
San Francisco, California
Founded
2015
Simplify's Take
What believers are saying
- AI training data demand accelerating as companies scale model evaluation and annotation needs.
- Virtual assistant market expanding into multibillion-dollar sector with sustained growth momentum.
- Hybrid human-AI workforce becoming enterprise standard, positioning Magic as integrated solution provider.
What critics are saying
- ChatGPT and advanced AI directly automate Magic's core offerings within 6-12 months.
- Wing Assistant undercuts pricing below $16/hour, capturing price-sensitive startups and high-growth businesses.
- AI companies achieve self-sufficiency in training data needs after initial scaling phases end.
What makes Magic unique
- Human-in-the-loop model trains AI systems while providing virtual assistant services simultaneously.
- Specialized in high-compliance niches: content moderation, healthcare transcription, customer support training.
- Flexible subscription pricing ($10-16/hour, weekly billing, no contracts) targets cost-sensitive businesses.
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↑ 0%The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.
AI is taking over the world, and companies in every industry are wondering if they will be disrupted by this technology. From search engines and journalism to therapy and coding, AI has the potential to revolutionize the way we live and work.At the forefront of this exciting industry is ChatGPT, the revolutionary chatbot platform by OpenAI that is gaining attention from entrepreneurs and investors alike. “I’m really excited about the potential of AI,” said Aaron Kemmer, President of Magic. “ChatGPT is just the tip of the iceberg, and every day we’re seeing new exciting products that are reimagining how all aspects of work are done.”Marketing Technology News: MarTech Interview With Richard Jones, Chief Revenue Officer at WunderkindBehind every successful AI system is a team of hardworking humans, and that’s where Magic comes in. Magic’s “human in the loop” approach has provided thousands of workers to companies looking to quickly scale up their human teams, many of which are using these workers to train their AI algorithms.Companies partner with Magic to help them train their AI algorithms across content moderation, content creation, transcription in healthcare settings, customer support, and more.“At Magic, we understand the limitations of traditional AI systems and have developed a solution that combines the best of both human and machine intelligence,” said Aaron Kemmer, President of Magic. “We are providing AI to remote workers, and remote workers to AI companies.”Marketing Technology News: The Benefits of PR in Modern Day MarketingMagic offers a range of services to support the growth and success of AI companies, such data labeling, annotation, transcription, evaluating their models, and performing the work that will be used to train their data sets.“Our human-in-the-loop approach is helping businesses across Silicon Valley and beyond to achieve their goals with AI, and we can’t wait to see what the future holds.”As an example of how AI is changing the approach to work, this entire press release was written by AI – including the quotes of Kemmer (with his edits and approval, of course)
San Francisco, California – August 18, 2021 – Magic, Inc. has been named the silver winner in the Enterprise Service category in Best in Biz
"We want to be the passport of the internet," said Magic's CEO.