US Tax Reviewer (Latin America)

Cloud Accountant Staffing

1d • Remote

About The Position

You’ll serve as the final checkpoint in the tax workflow — the reviewer of record. Preparers hand off completed 1040s, 1120s, 1120-S, and 1065s; you make sure they’re right before they’re filed. You’ll spot calculation errors, missed elections, and documentation gaps, then coordinate with the preparer to get them resolved. This is a higher-accountability role than preparation, and the compensation reflects it. You’ll communicate directly with clients — but strictly to clarify questions about the return itself. No advisory services. No planning conversations. Just clean, accurate returns and clear answers about what’s on them. You’ll work in Drake and a proprietary internal platform (training provided), partner with U.S.-based teams on technical questions, and help raise the quality bar across the workflow.

Requirements

• Extensive experience reviewing and/or preparing U.S. tax returns across 1040, 1120, 1120-S, and 1065
• Deep familiarity with state tax filings across multiple jurisdictions
• High degree of accuracy and professional judgment; comfortable taking final accountability for filed returns
• Strong communication skills for both client-facing (return-specific) and internal correspondence
• Confident written and spoken English; client-facing presence
• 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 strongly preferred
• Experience with R&D tax credits (Form 6765)
• Familiarity with NYC local tax filings
• Prior review or supervisory tax role
• Drake tax software (preferred experience)

Responsibilities

• Be the final checkpoint before filing.
• Review completed returns across 1040, 1120, 1120-S, and 1065 — federal and multi-state
• Verify K-1s, capital accounts, basis, at-risk, §199A treatment, and reasonable comp where applicable
• Reconcile book-to-tax adjustments, depreciation schedules, and carryforwards (NOL, capital loss, AMT, PALs)
• Validate apportionment, nexus, composite/PTE elections, and state-specific quirks
• Confirm e-file readiness: forms, signatures, acknowledgments, and extensions
• Identify gaps, errors, or unclear treatment in prepared returns
• Write clear, actionable review notes preparers can resolve without back-and-forth
• Coordinate with the preparer through resolution; verify fixes before final sign-off
• Escalate technical questions to internal U.S.-based colleagues when needed
• Respond to client questions specifically about line items, calculations, or filings on the prepared return
• Explain results clearly without offering advisory or planning recommendations
• Redirect advisory questions to the appropriate party
• Work cleanly in the tools that ship returns.
• Maintain audit-ready workpapers and documentation trails
• Keep folders organized, naming consistent, and documentation complete so any reviewer or auditor can follow your work quickly

Benefits

• Career-level USD compensation based on experience and scope (senior-level positioning for this role)
• Permanent remote work — done right
• Full company equipment provided (laptop, monitor, accessories)
• 15 days PTO annually + local holidays off
• Guaranteed annual increases
• Referral rewards up to $1,000
• Monthly flexible stipend (CAS Flex Perks)
• Structured onboarding and support

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed