US Tax Accountant

Locations: Philippines, Latin America and South Africa (100% Remote)

Employment Type: Full-time Independent Contractor (exclusive commitment)

Compensation: Competitive and commensurate with the candidate's market rate, experience, skills, and overall qualifications

• Philippines - $1,800–$3,400 USD per month

• Latin America - $2,100-$4,300 USD per month

• South Africa - $1,700-$2,900 USD per month

Be the expert clients trust at the moment it matters most — tax time. You prepare and review complex returns, lead smart tax planning, and turn dense regulations into practical guidance people can actually act on.

ABOUT THE ROLE

You’ll own the work that keeps leaders calm and compliant: multi-entity return preparation and review, clear planning memos, airtight workpapers, and timely sign-offs. You’ll spot elections, credits, and apportionment issues before they become problems — then explain them in plain English.

You’ll collaborate with U.S.-based teams, mentor junior staff, and help modernize how small businesses and CPA firms handle compliance and advisory. You’ll sharpen playbooks — checklists, review notes, and close calendars — so every busy season feels a little less busy.

Note: This role is open to both Tax Accountant and Tax Manager candidates, depending on experience.

THE IDEAL CANDIDATE

• You’re detail-obsessed but practical — you know when to go deep and when to move

• You can explain tough topics (basis, §199A, depreciation methods) without jargon

• You thrive in busy seasons because your SOPs, checklists, and calendars are dialed in

• You enjoy coaching others and raising the quality bar

• You look for automation and small process wins that compound over time

WHAT YOU’LL OWN

Tax Preparation & Review

Own the work that keeps clients calm and compliant.

• Drive tax intake end-to-end: organizers, smart document requests, kickoff calls; map client TBs and prior-year returns to this year’s workplan

• Entity returns (1065/1120/1120-S): build and review K-1s, capital accounts, partner/shareholder basis and at-risk; evaluate §199A (QBI) eligibility and limitations; assess reasonable compensation for S-corp shareholder-employees

• Individual returns (1040): prepare clean Schedules A/B/C/D/E, Form 4797, 6252, passive activity loss and basis tracking, 1099-B reconciliations, wash sale checks; roll forward carryforwards (NOL, capital loss, AMT credits) and manage ES payments/safe harbors

• Multi-state & SALT: calculate apportionment, manage nexus updates, composite/non-resident returns, and PTE/SALT cap workaround elections where applicable

• Credits & elections: surface and document opportunities (R&D, 179/bonus choices, accounting method changes, late elections relief memos)

• Fixed assets & depreciation: maintain Form 4562 schedules, asset ledgers, and disposal/partial disposition rules; reconcile book vs. tax depreciation

• Quality & sign-off: build audit-ready workpapers with clear tick marks, review notes, and support; manage e-file submissions, acknowledgments, and extensions

• Notices & follow-through: draft concise responses to IRS/state notices, set reminders for follow-ups, and keep clients calm with clear options and timelines

• Calendar discipline: own busy-season checkpoints (intake → prep → review → client Q&A → e-file) and off-season planning (estimates, projections, method changes)

Client Collaboration

Translate code into decisions.

• Join standing calls, summarize impacts (cash, rate, timing), and deliver one-page takeaways leaders can act on

• Translate code citations into plain-English business decisions

Workflow & Process

Build the systems that make the busy season survivable.

• Standardize SOPs, checklists, and review gates

• Set up rules and automations in tax and accounting tools to reduce manual steps

• Capture wins in a living playbook

Data Integrity

Leave a trail anyone can follow.

• Keep folders organized, naming consistent, and documenta