Tax Preparer

Job Description

About Us:
At Near, we help top talent in Latin America find remote roles with US companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.

About Our Client:
Our client is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses, their owners, and high-net-worth individuals. They partner with clients as business advisors, not just service providers, and are focused on delivering innovative solutions that strengthen client outcomes.

About the Role:
We’re looking for a Tax Preparer who will support the tax team in a preparer-level role focused on accurate return preparation, data entry, and source document validation. You’ll work closely with the Tax Department Manager of Operations and other tax staff to prepare both individual and entity-level tax returns, apply firm procedures, and clear preparer-level diagnostics before returns move to review. This role requires someone detail-oriented, responsive, self-managed, and comfortable working in a dynamic CPA firm environment.

Note: This is a remote, contractor role.

Key Responsibilities:

• Prepare individual and entity-level US tax returns through accurate data entry in tax software

• Tie and tick client source documents, workpapers, and return line items

• Review imported or OCR’d tax data to confirm accuracy before submission for review

• Apply firm checklists, procedures, and standard workflows to ensure completeness and consistency

• Clear preparer-level diagnostics before returns move to technical review

• Work on a mix of individual, corporate, and partnership returns depending on seasonality

• Collaborate with tax staff and managers while maintaining strong responsiveness during business hours

• Participate in weekly department meetings and contribute process improvement ideas

• Manage workload effectively during busy seasons, especially March/April and September/October

 

What We’re Looking For:

• 5+ years of experience preparing US tax returns in a CPA firm or similar client-service tax environment

• Experience preparing both individual and entity-level returns, including partnerships, S-corps, and corporations

• Hands-on experience with US tax software such as ProSystem FX, UltraTax, Lacerte, or similar platforms

• Ability to work independently, stay organized, and manage time-sensitive work with accuracy

• Strong written and verbal English communication skills

• Comfortable working full-time with meaningful overlap with a PST-based team (at least 6 hours of overlap with 8-5 PST)

• Self-motivated, detail-oriented, and highly responsive

• Professional, collaborative, and able to work well with a team

• Strong work ethic, positive attitude, and high level of accountability

 

Perks – What’s in It for You?

• Compensation range: $2,000 – $3,500 USD per month. Please note that the final salary offer may vary based on the candidate’s seniority, specific skill set, and performance throughout the evaluation and interview process.

• 2 weeks of PTO

• US holidays + 3 local holidays of choice

• Stable workload with a mix of individual and business returns

• Opportunity to grow within a collaborative professional services firm