Tax Data Entry & Preparation Specialist

Position Overview

- Department: Tax & Accounting Services

- Reports To: Tax Manager / CPA Supervisor

- Position Type: Full-Time Remote Contractor (40 hours/week)

- Schedule: US Business Hours Alignment (9:00 AM – 5:00 PM PST)

- Target Start Date: January 2027

Role Summary

We are a California-based CPA firm seeking an organized, detail-oriented Tax Data Entry & Preparation Specialist to support our team through the upcoming US tax season.

In this role, you will assist our US-based CPA supervisor by entering financial data, preparing draft tax returns across individual and business entities, and managing client records within our practice management platform (TaxDome ). This position requires full alignment with US Pacific Time (PST) hours to ensure real-time collaboration with our supervisory team.

Key Responsibilities

1. Tax Preparation & Data Entry (~60%)

- Input source documents (W-2s, 1099s, K-1s, balance sheets, and trial balances) accurately into professional US tax and accounting software.

- Assist in drafting initial federal and state returns across:

- Individual Returns: Form 1040

- Corporate Returns: Form 1120 & 1120-S

- Partnership Returns: Form 1065

- Reconcile client data against financial statements to ensure all figures tie out accurately prior to supervisor review.

2. Practice Management & Client Communication (~20%)





- Maintain client status updates, tracking logs, and document intake within practice management software (TaxDome ).

- Manage professional, light client email correspondence to request missing tax documents, tax questionnaires, and follow-up items.

3. Supervisor Collaboration & Quality Control (~20%)

- Participate in daily/weekly video syncs with the US-based CPA supervisor during Pacific Time business hours.

- Review supervisor feedback, clear review notes, and make required tax entry adjustments accurately and promptly.

Required Qualifications

- US Tax Form Experience: 2+ years of hands‑on experience preparing or entering data for US tax returns (Form 1040, 1120-S, 1065).

- Software Proficiency: Direct experience or high familiarity with QuickBooks Online / Desktop , ProSeries , and TaxDome (or comparable tax software suites like Drake, Lacerte, or UltraTax).

- PST Schedule Commitment: Ability to work full-time on US Pacific Time (9:00 AM – 5:00 PM PST ).

- English Proficiency: Fluent written and spoken English with clear, professional communication skills for email correspondence and live team syncs.

- Precision & Detail: High accuracy and strong organizational habits when handling complex client financial records.

- Note: A US CPA license or local equivalent is NOT required for this position.

📌 Tax Data Entry (Colombia)
🏢 Somewhere
📍 Colombia