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–$2,900 USD per month

Latin America - $2,100-$3,800 USD per month

South Africa - $1,700-$2,400 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

Application & Prescreening

Technical Assessment

Profile and Pre-interview Preparation

Client Interview

Employment Offer and Onboarding

READY TO TAKE THE NEXT STEP?

Your next big career move starts here.