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 ADECUADO 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 engagementSecurity: Best practices for data privacy, MFA, and least-privilege access — alwaysCollaboration: 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