US Tax Accountant

*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**)