Tax Preparer & Customer Operations

This full-time, fully remote role combines US tax preparation expertise with hands-on client and operational management.
You will work directly alongside a CPA founder, serving as the primary tax preparer while helping manage the firm's day-to-day client workflows.
Your responsibilities will span individual and business tax returns, document reviews, workpaper preparation, and client communications.
You will also oversee workflows in TaxDome, coordinate onboarding, and support monthly bookkeeping data collection.
The position offers meaningful ownership, direct exposure to firm operations, and the opportunity to contribute to a growing accounting practice.
It is particularly suited to an experienced tax professional who combines strong technical knowledge with excellent written English and a proactive, client-focused approach.

The ideal candidate brings hands-on experience preparing US individual tax returns, familiarity with professional tax and workflow platforms, and the communication skills needed to manage client interactions independently.

• At least 3 US tax seasons of experience preparing individual Form 1040 tax returns at a US accounting or CPA firm. Corporate tax compliance experience alone does not qualify.

• Proven ability to prepare individual returns, including relevant schedules, and familiarity with business tax returns.

• Hands-on experience with professional tax preparation software such as Drake Tax (strongly preferred), UltraTax, Lacerte, or ProSeries.

• Practical experience using tax workflow and client portal platforms, preferably TaxDome, to manage tasks, pipelines, and document storage.

• Bachelor's degree in Accounting, Finance, or a related business discipline.

• Native-level written English, with the ability to draft polished, accurate client emails independently without supervisor editing or oversight.

• Strong understanding of US tax regulations and reporting requirements, particularly those affecting individuals, small businesses, and real estate investors.

• Excellent attention to detail, organization, problem-solving, and time-management skills.

• Proactive, client-oriented approach and the ability to manage responsibilities independently while working closely with a CPA founder.

• Full-time availability Monday through Friday, with daily schedule overlap from 9:00 AM to 3:00 PM US Eastern Time.

• Residence in Latin America and eligibility to work remotely from the region. Applicants must have been born in Latin America and currently live there; US citizens are not eligible.

• A high-performance computer, HD webcam, noise-canceling headset, reliable high-speed internet, and a secure, quiet home workspace.

• Willingness to complete background and reference checks if required.

• Enrolled Agent (EA) credential or active progress toward US CPA licensure.

• Experience preparing partnership (Form 1065) and S-Corporation (Form 1120-S) tax returns.

• Working knowledge of QuickBooks Online (QBO) or basic monthly bookkeeping processes.