Remote Tax Preparer & Customer Operations

HireLATAM; United States; Remote; USD 31,000 - 42,000; Full time

Job summary

Hire Latam LLC is seeking a detail-oriented Remote Senior Tax Preparer & Client Operations Specialist to work directly with the firm's CPA founder. You will prepare review-ready individual and business tax returns using Drake Tax, review organizers, and stage workpaper packages.

Additionally, you will lead TaxDome client operations—managing inboxes, requesting missing information, onboarding new accounts, and supporting monthly bookkeeping data collection.

Qualifications

• 3+ years of hands-on technical SEO experience, preferably in an agency.
• Proficient with Screaming Frog, Sitebulb, GSC, GA4, Ahrefs or Semrush.
• Experience leading site migrations and fixing indexing/redirect issues.
• Strong HTML/CSS knowledge and WordPress administration.
• Experience with multi-location/local SEO and GSBI integrations.
• Excellent written English for developer briefs and stakeholder updates.
• Full-time availability with daily overlap in US Eastern Time.
• Reliable remote setup with fast internet.

Responsibilities

• Prepare complex individual tax returns (Form 1040) and business returns (1120-S, 1065) in Drake Tax.
• Review organizers and identify missing documents before filing.
• Stage structured workpaper packages for CPA review.
• Stay current on US tax code, deductions, and reporting for small business and rental properties.
• Manage TaxDome client operations: inbox, chat inquiries, onboarding, and data collection.
• Communicate clearly with clients to request documents and provide timelines.
• Support monthly bookkeeping data collection.

Skills

Hands-On SEO

SEO Tool Proficiency

Site Migrations

HTML/CSS/Schema

Local SEO

Technical Writing

Schedule Availability

Remote Work Setup

Education

Bachelor’s degree in relevant field

Tools

Screaming Frog

Sitebulb

Google Search Console

GA4

Ahrefs or Semrush

WordPress

Job description

Job Title: Remote Tax Preparer & Customer Operations (100% Work From Home)

Remote from Latin America

Position Type:

Full-time

Salary:

$2,800 – $3,200 USD/month base salary (commensurate with experience; processed monthly via Deel, with compensation reviewed following the first tax season)

Schedule:

Monday – Friday, core working hours requiring daily overlap from 9:00 AM – 3:00 PM US Eastern Time / ET

Our Client

Our Client is a boutique US certified public accounting (CPA) and tax advisory firm specializing in high-touch tax preparation, entity planning, and accounting services for individuals, small business owners, and real estate investors. Operating with a nimble, modern tech stack centered on Drake Tax and TaxDome, our client delivers clear, plain-English guidance and streamlined client experiences. Built on a culture of direct client ownership, operational velocity, and high professional standards, our client provides a long-term remote environment where tax expertise and operational leadership directly drive firm growth.

Job Overview

Our Client is seeking a detail-oriented, proactive Remote Senior Tax Preparer & Client Operations Specialist to work directly alongside the firm's CPA founder. As the primary tax preparer on the team, this professional will prepare review-ready individual and business tax returns using Drake Tax, review organizers, and stage workpaper packages. Additionally, this role owns client operations inside TaxDome—managing firm inboxes, communicating directly with clients to request missing information, onboarding new accounts, and supporting monthly bookkeeping data collection.

Key Responsibilities

• Prepares complex individual tax returns (Form 1040 with Schedules C, D, and E) and business entity returns (Form 1120-S and Form 1065) in Drake Tax from raw documents to review-ready status.
• Reviews client organizers and uploaded tax records, identifying missing documents, discrepancies, or inconsistencies before return preparation begins.
• Stages structured workpaper packages to streamline final CPA review and file sign-off.
• Stays up to date on US tax code regulations, deductions, and reporting requirements for small business owners and rental property investors.

TaxDome Administration & Client Operations

• Owns day-to-day workflow pipelines inside TaxDome, monitoring the firm inbox, responding to client chat inquiries, and tracking job statuses from intake to completion.
• Writes clear, professional, plain-English emails directly to clients to request missing documentation, clarify information, and provide timeline updates without requiring owner review.
• Manages client onboarding workflows, setting up new accounts, configuring task templates, and maintaining accurate client files.
• Supports monthly bookkeeping operations by tracking client financial document uploads and chasing data collection through completion.

Qualifications, Skills, and Key Competencies

Required Qualifications

• Hands-On Technical SEO Experience: 3+ years of dedicated, hands-on technical SEO experience (preferably within an agency environment) with a proven track record of driving organic performance.
• SEO Tool Stack Mastery: Deep proficiency with technical crawling and analytical tools, including Screaming Frog, Sitebulb, Google Search Console, Google Analytics 4 (GA4), and Ahrefs or Semrush.
• Site Migration & Rescue Track Record: Demonstrated experience leading or rescuing site migrations, with the ability to diagnose, articulate, and fix indexing, redirect, or rendering breakages.
• Web Tech & Code Literacy: Solid working knowledge of HTML, CSS, structured data (Schema.org), canonicalization, HTTP status codes, and WordPress CMS administration.
• Multi-Location / Local SEO Expertise: Hands-on experience optimizing multi-location brands, local landing page architecture, Google Business Profile integrations, and regional search visibility.
• Clear Developer Ticketing: Exceptional written English communication skills to author unambiguous technical specifications for developers and present summaries to stakeholders.
• Schedule Alignment: Full availability for a full-time schedule with a minimum of 5 hours of daily overlap during US Eastern Time business hours (Monday – Friday, ET).
• Remote Workspace Infrastructure: High-performance computer setup, HD webcam, headset, and a reliable high-speed internet connection in a quiet workspace.

Preferred Qualifications

• Enrolled Agent (EA) credential or active progress toward US CPA licensure.
• Experience preparing partnership (1065) and S-Corporation (1120-S) tax returns.
• Working knowledge of QuickBooks Online (QBO) or basic monthly bookkeeping processes.
• Competitive USD Compensation: $2,800 – $3,800 USD/month base salary paid via Deel, with performance and compensation reviews following the first tax season.
• Direct Partner Exposure: Work directly alongside the firm founder with high visibility and direct input into firm operations.
• Clear Career Progression: Structured growth path toward Level 2 Senior Preparer (handling complex S-Corps, partnerships, and rentals with minimal review) as administrative operations transition to dedicated support hires.
• 100% Remote Infrastructure: Execute US tax and operations management remotely from anywhere in Latin America.