Tax Preparer & Customer Operations
Core
US tax preparation and client operations for individuals and small businesses, serving US clients from Latin America.
Role type
Senior IC tax preparer & operations specialist
Builds
Accurate US tax returns (1040, 1120-S, 1065) and streamlined client workflows
Domain
US Tax Compliance & Client Operations
Required skills
US individual tax return preparation, business entity tax return preparation, tax software proficiency, client communication, workflow management, bookkeeping support
Preferred skills
Enrolled Agent (EA) credential, partnership/S-Corp tax return experience, QuickBooks Online knowledge
Technologies
Drake Tax, UltraTax, Lacerte, ProSeries, TaxDome, QuickBooks Online
Responsibilities
Prepare complex individual and business tax returns, review client organizers and tax records, organize workpaper packages, manage daily workflows in TaxDome, draft professional client emails in English, coordinate client onboarding, support monthly bookkeeping data collection
Seniority
Mid-level, hands-on IC
