Tax Preparer & Customer Operations (Fully Remote)

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

Job summary

Partner Company, a growing accounting practice led by a CPA founder, seeks a full-time tax professional to serve as the primary tax preparer while helping manage day-to-day workflows. This fully remote role focuses on US tax returns and client coordination.

You will prepare complex individual and business returns, manage TaxDome workflows, and draft client communications, with annual reviews and career progression.

Qualifications

• At least 3 US tax seasons preparing Form 1040 in a US accounting or CPA firm.
• Proficient with Drake Tax and TaxDome; native-level written English.
• Full-time availability with 9 AM–3 PM ET overlap.

Responsibilities

• Prepare complex individual and business tax returns using Drake Tax or comparable software.
• Manage workflows in TaxDome, coordinate onboarding, and maintain client records.
• Draft professional client communications and support monthly bookkeeping data collection.

Skills

English proficiency

Tools

Drake Tax

TaxDome

Job description

• This full-time, fully remote role combines US tax preparation expertise with hands-on client and operational management.
• You will work directly alongside a CPA founder, serving as the primary tax preparer while helping manage the firm's day-to-day workflows.

Accountabilities:

• Prepare complex individual and business tax returns using Drake Tax or comparable software.
• Manage workflows in TaxDome, coordinate onboarding, and maintain client records.
• Draft professional client communications and support monthly bookkeeping data collection.

Requirements:

• At least 3 US tax seasons of experience preparing Form 1040 at a US accounting or CPA firm.
• Hands-on experience with Drake Tax, TaxDome, and native-level written English.
• Full-time availability with schedule overlap from 9 AM to 3 PM US Eastern Time.
• Monthly salary of USD $2,800–$3,800 and performance reviews.
• 100% remote work from anywhere in Latin America.
• Direct collaboration with a CPA founder and structured career progression.

Partner Company

This partner is a growing accounting practice serving small business owners and rental property investors. The team is led by a CPA founder and fosters a proactive, client-focused culture with direct exposure to firm operations.