Senior Tax Preparer & Client Operations

P1 Tax Advisors; Colombia; Remote; COP 98,593,000 - 133,805,000; Full time

Job summary

P1 Tax Advisors is seeking a full-time Senior Tax Preparer who also owns client operations. This fully remote contractor role targets professionals in Latin America, working US Eastern hours and paid 2,800–3,800 USD per month through Deel.

You’ll prepare individual returns (1040 with Schedules C, D and E) and some 1120-S/1065, review organizers, and build workpapers. You’ll own client operations in TaxDome and keep workflows moving.

Qualifications

• 2-3+ US tax seasons preparing 1040s at a US firm (not corporate or 1120 compliance work)
• Drake, UltraTax, Lacerte, ProSeries or similar professional tax software; Drake preferred
• Written and spoken English strong enough to email a client without review
• Available on US Eastern hours, with core overlap 9:00 am–3:00 pm Eastern
• Accounting or related degree; EA a plus, not required
• Comfortable in a small, fast-moving firm where you own your work

Responsibilities

• Prepare individual returns (1040 with Schedules C, D and E) and some 1120-S and 1065 returns in Drake Tax
• Review client organizers to identify missing or inconsistent documents and build workpapers
• Own client operations in TaxDome: monitor inbox and client chats, follow up on missing information, set up new clients
• Write plain-English emails to clients without review and help collect monthly bookkeeping data
• Maintain client files and keep jobs moving, especially during peak months

Skills

English communication

US Eastern hours availability

US tax experience

Remote work discipline

Education

Accounting degree

Tools

Drake

UltraTax

Lacerte

ProSeries

Job description

P1 Tax Advisors is a CPA firm in Charleston, South Carolina. We prepare individual and small-business returns and do tax planning, bookkeeping and fractional CFO work for owner-operated businesses. The firm is led by Ryan Roe, CPA, a third-generation Charleston tax practice owner. We serve a focused client base of just over 100 businesses and families, which lets us do premium, high-touch work and keep a sustainable pace for the team. The firm is growing, and this hire will grow with it.

Role Description

We’re hiring one full-time, dedicated Senior Tax Preparer who also owns client operations. This is a fully remote contractor role for someone based in Latin America, working US Eastern hours, paid $2,800–3,800 per month USD through Deel.

You’ll prepare individual returns (1040 with Schedules C, D and E) and some 1120-S and 1065 returns in Drake Tax, review client organizers to identify missing or inconsistent documents, and build workpapers before each return is started. You’ll also own client operations in TaxDome: monitoring the firm inbox and client chats, following up on missing information, setting up new clients, and keeping jobs moving. You’ll write plain-English emails to clients without review, and help collect monthly bookkeeping data.

This is a preparer role with a real client-operations component. About a third of your time, especially November through January, is keeping client files moving. If you only want to prepare returns, this isn’t the right fit. You’ll work directly with the firm’s owner and be the only preparer besides him.

Start date December 1, 2026, or sooner. 90-day mutual review. Shortlisted candidates complete a 30-minute live working assessment on video: a mock client file, a short client email, and two verbal scenarios.

Qualifications

• 2-3+ US tax seasons preparing 1040s at a US firm (not corporate or 1120 compliance work)
• Drake, UltraTax, Lacerte, ProSeries or similar professional tax software; Drake preferred
• Written and spoken English strong enough to email a client without review
• Available on US Eastern hours, with core overlap 9:00 am–3:00 pm Eastern
• Accounting or related degree; EA a plus, not required
• Comfortable in a small, fast-moving firm where you own your work