US Tax Preparer, Latin America

This is a fully remote position, open to applicants in Colombia.

📋 Description

• Generate returns that are ready for review on the first submission.

• Preparation of federal and state filings for 1040, 1120, 1120-S, and 1065.

• Ensure state filings correspond with all relevant federal returns, including applicable NYC local taxes.

• Manage schedules, K-1s, depreciation, basis tracking, carryforwards, and associated workpapers.

• Transition prior-year returns; align trial balances and source documents with the current-year workplan.

• Maintain clean and consistent documentation to allow the reviewer to trace every figure to its origin.

• Request any missing documents and clarify unclear information directly with clients.

• Compose concise and specific follow-ups (avoiding vague inquiries).

• Monitor outstanding items and proactively resolve them before they delay the file.

• Keep clients updated on the status of their returns.

• Collaborate with U.S.-based colleagues on document context and tax treatment decisions.

• Highlight judgment calls early instead of obscuring them in the workpapers.

• Deliver a clean file and a clear summary of decisions made to the Tax Reviewer.

• Organize folders, maintain consistent naming, and ensure complete documentation so the reviewer can quickly follow your work.

⛳️ Requirements

• Proven experience in preparing U.S. tax returns for 1040, 1120, 1120-S, and 1065.

• Knowledge of state tax filings across various jurisdictions.

• Exceptional attention to detail and ability to manage multiple client files concurrently.

• Strong written communication skills for both client-facing and internal correspondence.

• Experience with Drake tax software is preferred.

• Proficient in written and spoken English.

• Willingness to work U.S. business hours (night shift, PH-based).

• Preferred (nice to have): CPA designation.

• Experience in preparing R&D tax credits (Form 6765).

• Familiarity with NYC local tax filings.

🏝️ Benefits

• Competitive career-level USD compensation based on experience and scope.

• Permanent remote work — executed effectively.

• Provision of full company equipment (laptop, monitor, accessories).

• 15 days of paid time off annually + local holidays off.

• Assured annual salary increases.

• Referral bonuses up to $1,000.

• Monthly flexible stipend (CAS Flex Perks).

• Structured onboarding and comprehensive support.

• A culture that genuinely values employee engagement.