US Tax Accountant

Job description

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 documentation complete so any reviewer or auditor can follow your work quickly WHAT YOU’LL BRING - Bachelor’s degree in Accounting, Finance, or related discipline - 2+ years of U.S. tax experience preparing and reviewing 1040, 1065, 1120, 1120-S - Strong command of U.S. federal and state tax rules; comfort with GAAP and IRS procedures - Tax software proficiency: ProConnect, UltraTax, Drake, Lacerte, or similar - Cloud-first toolkit: QuickBooks Online, Xero; strong Excel/Google Sheets skills (lookups, pivots) - Confident written and spoken English; client-facing presence - Time-zone alignment: Comfortable working US business hours Preferred (nice to have): - HNW 1040s (K-1s, Schedule C/E), multi-state, consolidated or international exposure (GILTI/FTC) - Form 990 (nonprofits) and Form 1041 (Estates & Trusts) experience or familiarity HOW WE WORK Quality: Close checklists, review notes, and documentation are part of every engagement Security: Best practices for data privacy, MFA, and least-privilege access — always Collaboration: Slack/Zoom standups, shared task boards, and predictable review cycles WHY CAS IS DIFFERENT We're not a gig platform. We're not a freelance marketplace. We're not a short-term staffing agency. At CAS, we invest in professionals who want to build long-term careers supporting U.S. accounting firms and businesses. We believe in creating meaningful opportunities—not just placements. HERE'S WHAT YOU CAN EXPECT WHEN YOU JOIN CAS: - Competitive USD compensation based on your location, experience, technical expertise, and role - 100% permanent remote work with long-term client opportunities - Company-provided equipment, including a laptop, monitor(s), and essential accessories - 15 days of paid time off annually, plus applicable local holidays - Guaranteed annual salary increases based on your anniversary - Referral rewards of up to USD $1,000 - Monthly CAS Flex Perks to support your remote work and well-being - Structured Week 0 onboarding, training, and ongoing support throughout your journey - Exposure to leading U.S. accounting firms across a wide range of industries - A collaborative, documentation-first culture where your growth and success matter At CAS, you're not just filling a role—you'll build a long-term career with a team that's invested in your success. CONTRACT & EXCLUSIVITY Full-time Independent Contractor opportunity open to candidates in the Philippines, Latin America, and South Africa. This role requires an exclusive full-time commitment. Candidates must not engage in other employment or freelance work that creates a conflict of interest or affects their ability to meet the expectations of the role. Conflict-of-interest checks may apply. APPLICATION PROCESS 1. Application & Prescreening 2. Technical Assessment 3. Profile and Pre-interview Preparation 4. Client Interview 5. Employment Offer and Onboarding READY TO TAKE THE NEXT STEP? Your next big career move starts here. https://jobs.ashbyhq.com/cas https://jobs.ashbyhq.com/cas**