Tax Preparer & Customer Operations; Fully Remote
Remote / Online - Candidates ideally in
San Jose, Santa Clara County, California, 95025, USA
Listed on 2026-11-07
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
Job Description & How to Apply Below
- 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.
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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