US Tax Preparer (Latin America)

Cloud Accountant Staffing

1d•Remote

About The Position

Be the foundation of every clean return. You prepare federal and state filings across all major entity types, chase down missing pieces before they become problems, and hand off returns that are review-ready on the first pass. You’ll own the first — and most labor-intensive — stage of the two-step tax workflow: preparation. You’ll build complete, well-documented 1040s, 1120s, 1120-S, and 1065s, plus the state filings that ride alongside them. When something’s missing or unclear, you ask. When a treatment decision needs a second opinion, you raise it. By the time the return reaches the Tax Reviewer, every workpaper is in place and every number ties. You’ll communicate directly with clients to request documents and clarify details, partner with U.S.-based teammates on context and tax treatment, and work in Drake plus a proprietary internal platform (training provided). The reviewer signs off — but the quality of that sign-off starts with how clean your prep is.

Requirements

Demonstrated experience preparing U.S. tax returns across 1040, 1120, 1120-S, and 1065
Familiarity with state tax filings across multiple jurisdictions
Strong attention to detail and ability to manage multiple client files simultaneously
Effective written communication skills for client-facing and internal correspondence
Experience with Drake tax software preferred
Confident written and spoken English
Comfortable working U.S. business hours (night shift, PH-based)
Full-time exclusivity is required — candidates must not hold other part-time or freelance engagements once hired.

Nice To Haves

CPA designation
Experience preparing R&D tax credits (Form 6765)
Familiarity with NYC local tax filings

Responsibilities

Prepare returns that are review-ready on the first pass.
Federal and state preparation across 1040, 1120, 1120-S, and 1065
State filings tied to every applicable federal return, including NYC local tax where relevant
Schedules, K-1s, depreciation, basis tracking, carryforwards, and supporting workpapers
Roll forward prior-year returns; map trial balances and source documents to the current-year workplan
Clean, consistent documentation so the reviewer can trace every number to its source
Request missing documents and clarify ambiguous information directly with clients
Write concise, specific follow-ups (no fishing expeditions)
Track outstanding items and chase them down before they hold up the file
Keep clients informed about where their return stands
Partner with U.S.-based colleagues on document context and tax treatment decisions
Surface judgment calls early rather than burying them in the workpapers
Hand off to the Tax Reviewer with a clean file and a clear summary of decisions made
Manage multiple client files in parallel without losing the thread
Keep folders organized, naming consistent, and documentation complete so the reviewer (or any future reviewer) can follow your work quickly