- Location
- Bogotá, Bogota, Colombia · published · Buenos Aires, Buenos Aires, Argentina · Medellín, Medellin, Colombia · Mexico City, Mexico City, Mexico · Lima, Callao Region, Peru · Metro Manila, Philippines
- Type
- Full-time
- Department
- Finance
- Source
- Workable
Description
Work From Anywhere in LATAM an the Philippines
Work Schedule: EST | 9:00 AM – 5:00 PM, Monday–Friday, plus 4 hours on Saturday mornings during tax season (February–April and August–October 15)
About Pearl Talent
Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund.
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About the Client
An established South Florida CPA practice serving small business owners and high-net-worth individuals is hiring a Public Accountant to own corporate tax return preparation — 1120, 1120S, and 1065 — from raw client financials through filing.
Operating for over two decades, the firm serves a loyal, largely bilingual client base spanning real estate, medical practices, retail, and trusts. Average employee tenure exceeds eight years, and the team is building a tiered preparer-to-reviewer structure to keep pace with rapid organic growth.
About the Role
Day-to-day, this role prepares 40–60 corporate returns per season, performs the write-up work behind them — opening client QuickBooks files, correcting errors, making adjusting journal entries — and communicates directly with clients to gather documentation.
Core Responsibilities
Corporate Tax Return Preparation
- Prepare complete 1120, 1120S, and 1065 returns for clients across real estate, medical, retail, and trust industries.
- Input income, expense, and balance sheet data directly into CCH Axcess, including M-1 book-to-tax reconciliations.
- Manage 40–60 returns per season across the February–April and August–October 15 filing peaks.
- Assemble complete work papers and document assumptions for partner review.
Accounting & Write-Up Work
- Analyze client QuickBooks files to identify negative balances, miscategorized transactions, and missing accounts.
- Prepare adjusting journal entries to correct books before tax preparation.
- Perform year-end close procedures and reconciliations for clients with incomplete books.
- Translate P&L and balance sheet data into accurate tax work papers.
Client Communication & Information Gathering
- Request missing documentation (1099s, K-1s, bank statements) directly from clients via email and phone.
- Flag unusual items — foreign entities, gift returns, large one-time transactions — for partner review before proceeding.
- Ask targeted clarifying questions when client financials don't reconcile.
Software & Workflow Management
- Track return status, deadlines, and deliverables in Canopy practice management software.
- Participate in bi-weekly video check-ins and daily team communication via Microsoft Teams.
- Maintain organized digital work papers in compliance with IT security protocols.