Tax & Accounting Specialist

At Near

At Near, we connect top talent in Latin America with exciting remote opportunities at U.S.-based companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.

About the Company:

Our client is a growing accounting and advisory firm serving small and mid-sized business clients across the United States. With offices in Indiana and New Jersey, they specialize in tax preparation, monthly accounting, and advisory services. Operating under the motto Semper Melior (Always Better), the firm is in an active build-out and modernization phase—scaling systems, refining processes, and building a high-impact global team.

About the Role:

We’re looking for a Tax & Accounting Specialist who combines strong US tax fundamentals with proactive problem-solving. In this role, your primary focus will be preparing US business and individual income tax returns, with secondary support dedicated to monthly bookkeeping and cleanup to ensure tax-ready financials. You will work closely with internal firm leadership and managers in a non-client-facing capacity. This role requires someone who takes initiative in a fast-paced environment, meets critical filing deadlines, and communicates clearly and proactively.

You Will:

• Prepare US federal and multi-state income tax returns, prioritizing business returns (Form 1120-S, Form 1065) alongside individual (Form 1040) and corporate returns (Form 1120).

• Prepare supporting workpapers, depreciation schedules, shareholder/partner basis schedules, and book-to-tax reconciliations.

• Prepare tax extensions, estimated tax calculations, and amended returns ahead of strict filing deadlines.

• Perform monthly bookkeeping, bank/credit card reconciliations, adjusting journal entries, and year-end cleanup in QuickBooks Online to finalize business returns.

• Promptly review and clear review notes from signing preparers, tracking open items through to completion.

• Maintain organized, well-documented workpapers and files within the firm’s remote desktop and document management systems.

About You:

Your Background:

• 1–3+ years of hands-on experience preparing US federal and state income tax returns.

• Demonstrated experience with business tax returns (Form 1120-S and Form 1065) as well as individual returns (Form 1040).

• Proficiency in QuickBooks Online for reconciliations, general ledger adjustments, and bookkeeping cleanup.

• Strong command of Microsoft Excel for workpaper preparation and financial analysis.

• Fluent English communication skills (written and spoken) for clear daily collaboration via Slack, email, and video calls.

• Highly proactive, deadline-driven, and organized—able to flag bottlenecks early and manage deliverables independently.

• Ability to work a full 8-hour shift overlapping 9:00 AM – 6:00 PM US Central or Eastern Time (40 hours/week, with flexibility for overtime during peak tax seasons).

Nice to Have:

• Hands-on experience with Drake Tax (or other professional US tax suites such as UltraTax, Lacerte, ProSystem fx, or CCH Axcess).

• An active PTIN or eligibility and willingness to apply for one (guidance and reimbursement provided).

• CPA, EA, or local in-country accounting certification/degree.

• Prior experience working remotely for a US-based accounting or CPA firm.

• Basic familiarity with payroll processing or sales tax filings.

Compensation & Benefits:

• Compensation: in USD

• 100% remote contractor engagement

• 2 Weeks PTO + US Holidays