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Tax Preparer & Customer Operations; Fully Remote

Remote / Online - Candidates ideally in
San Jose, Santa Clara County, California, 95025, USA
Listing for: Partner Company
Full Time, Remote/Work from Home position
Listed on 2026-11-07
Job specializations:
  • Accounting
    Accounting & Finance, Tax Accountant, Public Accounting, Financial Reporting
Salary/Wage Range or Industry Benchmark: 31000 - 42000 USD Yearly USD 31000.00 42000.00 YEAR
Job Description & How to Apply Below
Position: Tax Preparer & Customer Operations (Fully Remote)
  • This full-time, fully remote role combines US tax preparation expertise with hands-on client and operational management.
  • You will work directly alongside a CPA founder, serving as the primary tax preparer while helping manage the firm's day-to-day workflows.

Accountabilities:

  • Prepare complex individual and business tax returns using Drake Tax or comparable software.
  • Manage workflows in Tax Dome, coordinate onboarding, and maintain client records.
  • Draft professional client communications and support monthly bookkeeping data collection.

Requirements:

  • At least 3 US tax seasons of experience preparing Form 1040 at a US accounting or CPA firm.
  • Hands-on experience with Drake Tax, Tax Dome, and native-level written English.
  • Full-time availability with schedule overlap from 9 AM to 3 PM US Eastern Time.
  • Monthly salary of USD $2,800–$3,800 and performance reviews.
  • 100% remote work from anywhere in Latin America.
  • Direct collaboration with a CPA founder and structured career progression.
Partner Company

This partner is a growing accounting practice serving small business owners and rental property investors. The team is led by a CPA founder and fosters a proactive, client-focused culture with direct exposure to firm operations.

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