US Tax Preparer, Latin America
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Job Description
US Tax Preparer managing tax return preparations for Latin American clients. Collaborating with U.S. team and clients to ensure accurate filings and documentation.
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
- Keep folders organized, naming consistent, and documentation complete so the reviewer can follow your work quickly
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)
- Preferred (nice to have): CPA designation
- Experience preparing R&D tax credits (Form 6765)
- Familiarity with NYC local tax filings
Benefits:
- Career-level USD compensation based on experience and scope
- 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
- A culture that actually shows up
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