Tax Strategist

Tidal; Ciudad de México; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

Tidal recherche un Tax Strategist pour s'occuper des travaux fiscaux complexes pour ses clients. Dans ce rôle, vous préparerez des déclarations fiscales, développerez des stratégies de planification fiscale personnalisées et superviserez les équipes junior, tout en travaillant dans un environnement entièrement à distance. Ce poste exige une licence CPA active et une expérience significative en fiscalité américaine, garantissant un leadership efficace et une communication claire avec les clients.

Formación

• 7-10 ans d'expérience en freelance.
• Expérience directe de préparation et de conseils fiscaux américains de 2 ans.
• Capacité à gérer des équipes de fiscalité/comptabilité.

Responsabilidades

• Préparer et examiner des déclarations fiscales complexes.
• Assurer la conformité fiscale à tous les niveaux.
• Réviser et former le personnel junior.

Conocimientos

Leadership

Communication

Attention to Detail

Tax Compliance

Technical Knowledge in Tax Law

Educación

Active CPA license

Herramientas

Drake

Lacerte

UltraTax

ProConnect

QuickBooks Online

Xero

Google Workspace

Descripción del empleo

Job Title: Tax Strategist

Contractor Fee: $2,500-$3,000/month (USD)

Work Arrangement: Remote

Engagement Type: Independent Contractor

Commitment: Full-time (Approx. 40 hours/week)

Company Overview:

Tidal is a Direct Placement Agency that helps job seekers find job opportunities for real growth. We work with stable, responsible businesses that are experienced in remote hiring and are excited to welcome international team members. Tidal is owned and operated by consumer brand owners and operators. We have offshore team-building experience and aim to help businesses leverage global talent.

About This Role:

We're hiring a strategic, technically strong Senior CPA to join one of our U.S. tax & accounting clients in a leadership role. This position is ideal for an individual who excels in complex U.S. tax work, enjoys leading a remote team, and values establishing long-term client partnerships. You'll handle advanced tax prep and planning, review financial reporting, and support business owners and high-net-worth clients across the U.S.

Key Responsibilities:

• Prepare and review complex U.S. tax returns (individual, business, trust, estate, etc.)
• Ensure tax compliance across federal, state, and local levels
• Review and coach junior tax/accounting staff
• Conduct technical sign-offs and tax reviews
• Develop customized tax planning strategies for clients
• Oversee monthly financial reporting and quality control
• Collaborate on financial cleanup and optimization projects
• Lead internal training and knowledge-sharing initiatives
• Provide technical insights and advice to clients
• Maintain high accuracy, accountability, and data integrity

Software/Platforms/Tools:

• Drake, Lacerte, UltraTax, ProConnect, or any US-based professional tax preparation software
• QuickBooks Online
• Xero
• Google Workspace
• Workflow management and client portals
• CCH, Bloomberg Tax, or similar tax research tools

Qualifications:

• At least 7-10 years of freelancing experience
• Active CPA license (required)
• 2+ years of direct U.S. tax prep and advisory experience
• Excellent English communication skills (C1/C2 level)
• Demonstrated leadership experience managing tax/accounting teams
• Strong technical knowledge in U.S. federal and state tax law
• Proficiency in GAAP-compliant financial reporting
• Experience advising entrepreneurs, real estate investors, or HNWIs
• Detail-oriented with strong ethical standards
• Open to future U.S. travel (visa support may be offered)

Shift Schedule:

• Monday to Friday, 9:00 AM to 5:00 PM US EST