Latin America (100% Remote) · Full-Time Independent Contractor ·
Be the final set of eyes that says “this is ready to file.” You review completed returns across all major entity types, catch what others miss, and own the accuracy of every return that goes out the door.
01 ABOUT THE ROLE
You’ll serve as the final checkpoint in the tax workflow — the reviewer of record. Preparers hand off completed 1040s, 1120s, 1120-S, and 1065s; you make sure they’re right before they’re filed. You’ll spot calculation errors, missed elections, and documentation gaps, then coordinate with the preparer to get them resolved.
This is a higher-accountability role than preparation, and the compensation reflects it. You’ll communicate directly with clients — but strictly to clarify questions about the return itself. No advisory services. No planning conversations. Just clean, accurate returns and clear answers about what’s on them.
You’ll work in Drake and a proprietary internal platform (training provided), partner with U.S.-based teams on technical questions, and help raise the quality bar across the workflow.
The Ideal Candidate
You’re the person other reviewers double-check their work against
You can spot a missing K-1 footnote, a wrong basis calculation, or a miscoded depreciation method on the first pass
You stay in your lane on client calls — you answer what’s on the return, not what could be
You’re comfortable being the last name on the file
You believe a clean review note saves three rounds of rework
02 WHAT YOU’LL OWN
Return Review & Sign-Off
Be the final checkpoint before filing.
Review completed returns across 1040, 1120, 1120-S, and 1065 — federal and multi-state
Verify K-1s, capital accounts, basis, at-risk, §199A treatment, and reasonable comp where applicable
Reconcile book-to-tax adjustments, depreciation schedules, and carryforwards (NOL, capital loss, AMT, PALs)
Validate apportionment, nexus, composite/PTE elections, and state-specific quirks
Confirm e-file readiness: forms, signatures, acknowledgments, and extensions
Quality Control & Issue Resolution
Catch it before it ships.
Identify gaps, errors, or unclear treatment in prepared returns
Write clear, actionable review notes preparers can resolve without back-and-forth
Coordinate with the preparer through resolution; verify fixes before final sign-off
Escalate technical questions to internal U.S.-based colleagues when needed
Client Communication (Return-Scoped Only)
Answer what’s on the return — nothing more.
Respond to client questions specifically about line items, calculations, or filings on the prepared return
Explain results clearly without offering advisory or planning recommendations
Redirect advisory questions to the appropriate party
Tools & Workflow
Work cleanly in the tools that ship returns.
Drake tax software (preferred experience)
Proprietary internal platform — training provided
Maintain audit-ready workpapers and documentation trails
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
03 WHAT YOU’LL BRING
Extensive experience reviewing and/or preparing U.S. tax returns across 1040, 1120, 1120-S, and 1065
Deep familiarity with state tax filings across multiple jurisdictions
High degree of accuracy and professional judgment; comfortable taking final accountability for filed returns
Strong communication skills for both client-facing (return-specific) and internal correspondence
Experience with Drake tax software preferred
Confident written and spoken English; client-facing presence
Comfortable working U.S. business hours (night shift, PH-based)
Preferred (nice to have):
CPA designation strongly preferred
Experience with R&D tax credits (Form 6765)
Familiarity with NYC local tax filings
Prior review or supervisory tax role
03 HOW WE WORK
Quality: Review notes, standardized workpapers, and tidy supporting schedules — every time
Security: MFA, least-privilege access, and secure file sharing are non-negotiable
Collaboration: Slack/Zoom/Teams standups, shared task boards, and predictable review cycles
04 WHY CAS IS DIFFERENT
We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.
We invest in professionals who want to build a real career serving U.S. clients. At CAS, you get:
Career-level USD compensation based on experience and scope (senior-level positioning for this role)
Permanent remote work — done right
Full company equipment provided (laptop, monitor, accessories)
15 days PTO annually + local holidays off
Guaranteed annual increases
Referral rewards up to $1,000
Monthly flexible stipend (CAS Flex Perks)
Structured onboarding and support
A culture that actually shows up
05 CONTRACT & EXCLUSIVITY
This is an independent contractor engagement based in the Philippines. Full-time exclusivity is required — candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.
06 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.