Locations: Philippines, Latin America and South Africa (100% Remote)_
- Employment Type: Full-time Independent Contractor (exclusive commitment)_
- Philippines - $1,800-$2,900 USD per month _
- Latin America - $2,100-$3,800 USD per month_
- South Africa - $1,700-$2,400 USD per month_
- Be the expert clients trust at the moment it matters most — tax time.
You prepare and review complex returns, lead smart tax planning, and turn dense regulations into practical guidance people can actually act on._
**ABOUT THE ROLE**
You'll own the work that keeps leaders calm and compliant: multi-entity return preparation and review, clear planning memos, airtight workpapers, and timely sign-offs.
You'll spot elections, credits, and apportionment issues before they become problems — then explain them in plain English.
You'll collaborate with U.S.based teams, mentor junior staff, and help modernize how small businesses and CPA firms handle compliance and advisory.
You'll sharpen playbooks — checklists, review notes, and close calendars — so every busy season feels a little less busy.
**THE IDÓNEO CANDIDATE**
- You're detail-obsessed but practical — you know when to go deep and when to move
- You can explain tough topics (basis, -199A, depreciation methods) without jargon
- You thrive in busy seasons because your SOPs, checklists, and calendars are dialed in
- You enjoy coaching others and raising the quality bar
- You look for automation and small process wins that compound over time
**WHAT YOU'LL OWN**
**Tax Preparation & Review**
- Own the work that keeps clients calm and compliant._
- Drive tax intake end-to-end: organizers, smart document requests, kickoff calls; map client TBs and prior-year returns to this year's workplan
- Entity returns ***************-S): build and review K-1s, capital accounts,



partner/shareholder basis and at-risk; evaluate -199A (QBI) eligibility and limitations; assess reasonable compensation for S-corp shareholder-employees
- Individual returns *****): prepare clean Schedules A/B/C/D/E, Form ****, ****, passive activity loss and basis tracking, ****-B reconciliations, wash sale checks; roll forward carryforwards (NOL, capital loss, AMT credits) and manage ES payments/safe harbors
- Multi-state & SALT: calculate apportionment, manage nexus updates, composite/non-resident returns, and PTE/SALT cap workaround elections where applicable
- Credits & elections: surface and document opportunities (R&D;, 179/bonus choices, accounting method changes, late elections relief memos)
- Fixed assets & depreciation: maintain Form **** schedules, asset ledgers, and disposal/partial disposition rules; reconcile book vs. tax depreciation
- Quality & sign-off: build audit-ready workpapers with clear tick marks, review notes, and support; manage e-file submissions, acknowledgments, and extensions
- Notices & follow-through: draft concise responses to IRS/state notices, set reminders for follow-ups, and keep clients calm with clear options and timelines
- Calendar discipline: own busy-season checkpoints (intake prep review client Q&A; e-file) and off-season planning (estimates, projections, method changes)
**Client Collaboration**
- Translate code into decisions._
- Join standing calls, summarize impacts (cash, rate, timing),



and deliver one-page takeaways leaders can act on
- Translate code citations into plain-English business decisions
**Workflow & Process**
- Build the systems that make the busy season survivable._
- Standardize SOPs, checklists, and review gates
- Set up rules and automations in tax and accounting tools to reduce manual steps
- Capture wins in a living playbook
**Data Integrity**
- Leave a trail anyone can follow._
- Keep folders organized, naming consistent, and documentation complete so any reviewer or auditor can follow your work quickly
**WHAT YOU'LL BRING**
- Bachelor's degree in Accounting, Finance, or related discipline
- 2+ years of U.S. tax experience preparing and reviewing ****, ****, ****, ****-S
- Strong command of U.S. federal and state tax rules; comfort with GAAP and IRS procedures
- Tax software proficiency: ProConnect, UltraTax, Drake, Lacerte, or similar
- Cloud-first toolkit: QuickBooks Online, Xero; strong Excel/Google Sheets skills (lookups, pivots)
- Confident written and spoken English; client-facing presence
- Time-zone alignment: Comfortable working US business hours
**Preferred (nice to have)**:
- HNW ****s (K-1s, Schedule C/E), multi-state, consolidated or international exposure (GILTI/FTC)
- Form 990 (nonprofits) and Form **** (Estates & Trusts) experience or familiarity
**HOW WE WORK**:
Quality: Close checklists, review notes, and documentation are part of every engagement
Security: Best practices for data privacy, MFA, and least-privilege access — always
Collaboration: Slack/Zoom standups, shared task boards, and predictable review cycles
**WHY CAS IS DIFFERENT**:
We're not a gig platform.
We're not a freelance marketplace.
We're not a short-term staff

📌 Us Tax Accountant (México)
🏢 Cloud Accountant Staffing
📍 México