- Salary
- $3k – $4k
- Workplace
- Remote
- Type
- Full-time
- Department
- Finance
- Source
- RecruiterFlow
Description
HireLatam is a premier recruitment agency that places top Latin American talent in independent contractor roles in US companies. With a proven track record and a commitment to excellence, we're your trusted partner in the pursuit of career success. Our extensive network, personalized approach, and supportive guidance ensure that you're in the best hands to find your next job opportunity.
Job Title: Remote Tax Preparer & Customer Operations (100% Work From Home)
Location: Remote from Latin America
Position Type: Full-time
Salary: $2,800 – $3,800 USD/month base salary (commensurate with experience; processed monthly via Deel, with compensation reviewed following the first tax season)
Our Client
Our Client is a boutique US certified public accounting (CPA) and tax advisory firm specializing in high-touch tax preparation, entity planning, and accounting services for individuals, small business owners, and real estate investors. Operating with a nimble, modern tech stack centered on Drake Tax and TaxDome, our client delivers clear, plain-English guidance and streamlined client experiences. Built on a culture of direct client ownership, operational velocity, and high professional standards, our client provides a long-term remote environment where tax expertise and operational leadership directly drive firm growth.
Job Overview
Our Client is seeking a detail-oriented, proactive Remote Senior Tax Preparer & Client Operations Specialist to work directly alongside the firm's CPA founder. As the primary tax preparer on the team, this professional will prepare review-ready individual and business tax returns using Drake Tax, review organizers, and stage workpaper packages. Additionally, this role owns client operations inside TaxDome—managing firm inboxes, communicating directly with clients to request missing information, onboarding new accounts, and supporting monthly bookkeeping data collection.
Key Responsibilities
Tax Return Preparation & Workpaper Staging
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Prepares complex individual tax returns (Form 1040 with Schedules C, D, and E) and business entity returns (Form 1120-S and Form 1065) in Drake Tax from raw documents to review-ready status.
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Reviews client organizers and uploaded tax records, identifying missing documents, discrepancies, or inconsistencies before return preparation begins.
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Stages structured workpaper packages to streamline final CPA review and file sign-off.
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Stays up to date on US tax code regulations, deductions, and reporting requirements for small business owners and rental property investors.
TaxDome Administration & Client Operations
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Owns day-to-day workflow pipelines inside TaxDome, monitoring the firm inbox, responding to client chat inquiries, and tracking job statuses from intake to completion.
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Writes clear, professional, plain-English emails directly to clients to request missing documentation, clarify information, and provide timeline updates without requiring owner review.
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Manages client onboarding workflows, setting up new accounts, configuring task templates, and maintaining accurate client files.
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Supports monthly bookkeeping operations by tracking client financial document uploads and chasing data collection through completion.
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Hands-On Technical SEO Experience: 3+ years of dedicated, hands-on technical SEO experience (preferably within an agency environment) with a proven track record of driving organic performance.
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SEO Tool Stack Mastery: Deep proficiency with technical crawling and analytical tools, including Screaming Frog, Sitebulb, Google Search Console, Google Analytics 4 (GA4), and Ahrefs or Semrush.
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Site Migration & Rescue Track Record: Demonstrated experience leading or rescuing site migrations, with the ability to diagnose, articulate, and fix indexing, redirect, or rendering breakages.
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Web Tech & Code Literacy: Solid working knowledge of HTML, CSS, structured data (Schema.org), canonicalization, HTTP status codes, and WordPress CMS administration.
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Multi-Location / Local SEO Expertise: Hands-on experience optimizing multi-location brands, local landing page architecture, Google Business Profile integrations, and regional search visibility.
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Clear Developer Ticketing: Exceptional written English communication skills to author unambiguous technical specifications for developers and present summaries to stakeholders.
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Schedule Alignment: Full availability for a full-time schedule with a minimum of 5 hours of daily overlap during US Eastern Time business hours (Monday – Friday, ET).
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Remote Workspace Infrastructure: High-performance computer setup, HD webcam, headset, and a reliable high-speed internet connection in a quiet workspace.
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Enrolled Agent (EA) credential or active progress toward US CPA licensure.
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Experience preparing partnership (1065) and S-Corporation (1120-S) tax returns.
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Working knowledge of QuickBooks Online (QBO) or basic monthly bookkeeping processes.
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Competitive USD Compensation: $2,800 – $3,800 USD/month base salary paid via Deel, with performance and compensation reviews following the first tax season.
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Direct Partner Exposure: Work directly alongside the firm founder with high visibility and direct input into firm operations.
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Clear Career Progression: Structured growth path toward Level 2 Senior Preparer (handling complex S-Corps, partnerships, and rentals with minimal review) as administrative operations transition to dedicated support hires.
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100% Remote Infrastructure: Execute US tax and operations management remotely from anywhere in Latin America.
Your application CANNOT be considered without a voice or video recording. It must be at least 30 seconds long and in English. Submissions in any other language or missing a recording will be automatically disqualified.
Each application includes knockout questions designed to verify minimum qualifications required by the client. If you answer "NO" to any of these, you will be immediately disqualified from the hiring process for not having the experience requested for the role. Please note that the citizenship question is also a knockout if you answer "YES" as we are only able to hire Latin American talent based in Latin America.
To maintain fairness, please apply to no more than three jobs and only if you fully meet the listed qualifications. Applying to roles you don’t qualify for will not improve your chances and may affect future applications.
All important updates will be sent via email, so be sure to check your inbox and spam/junk folders to avoid missing any communication.