Tax Preparer & Customer Operations

📋 Description

• Prepare complex individual tax returns, including Form 1040 with Schedules C, D, and E, using Drake
• Prepare business entity tax returns, including Form 1120-S and Form 1065, from raw client
• Review client organizers and uploaded tax records, identifying missing documents, discrepancies
• Organize and stage structured workpaper packages to facilitate CPA review and final approval.
• Stay current on US tax regulations, deductions, and reporting requirements relevant to small
• Manage daily workflows and pipelines in TaxDome, monitor firm inboxes, respond to client chat

🎯 Requirements

• At least 3 US tax seasons of experience preparing individual Form 1040 tax returns at a US
• Proven ability to prepare individual returns, including relevant schedules, and familiarity with
• Hands-on experience with professional tax preparation software such as Drake Tax (strongly
• Practical experience using tax workflow and client portal platforms, preferably TaxDome, to manage
• Bachelor's degree in Accounting, Finance, or a related business discipline.
• Native-level written English, with the ability to draft polished, accurate client emails

🎁 Benefits

• Monthly base salary of USD $2,800–$3,800, depending on experience.
• Monthly compensation processed through Deel.
• Performance and compensation review following the first tax season.
• 100% remote work from anywhere in Latin America.
• Direct collaboration with the firm's CPA founder and meaningful visibility into business operations.
• Opportunity to take ownership of tax preparation and client operations.