Bookkeeping Specialist & U.S. Tax Preparer (Remote)

We're seeking a Bilingual Bookkeeping Specialist & U.S. Tax Preparer (Remote) 

People residing in Venezuela, Colombia, Argentina, Ecuador, Peru, Nicaragua.

Work Schedule: Monday-Friday, 9 am - 5 pm EST

Language: Fluent written and spoken English (C1/C2)

Only resumes in English will be considered!

ABOUT US

At Valatam, we are passionate about building extraordinary remote teams in Latin America for growth-minded businesses across various industries in the US. Our values drive everything we do, ensuring that we deliver exceptional service to our clients and create a supportive and dynamic work environment for our team members. You will love it here if you embrace our core values:

• ACTION - You have an action bias. You get things done fast.
• CARE - You take pleasure in helping others and doing things the right way.
• OUTSTANDING- You have the highest standards and run things like a well-oiled machine.
• DEPENDABLE - If someone asks you to do something, they KNOW it will get done.
• ENERGY - You bring a positive, enthusiastic, can-do attitude to work every day. 

THE ROLE

We’re seeking an experienced U.S. Tax Preparer with strong bookkeeping skills to join our remote team. The ideal candidate is a self-starter who understands both individual and business tax preparation and can maintain clean, accurate books throughout the year.

• Prepare and review individual (Form 1040) and business tax returns (Forms 1120, 1120S, 1065).
• Assist with year-end adjustments, depreciation schedules, and reconciliations.
• Ensure compliance with IRS and state filing requirements.
• Review client data for accuracy and completeness prior to filing.
• Maintain and reconcile QuickBooks Online (QBO) accounts for assigned clients.
• Record and categorize transactions, reconcile bank and credit card statements monthly.
• Prepare and maintain financial statements (P&L, Balance Sheet, Trial Balance).
• Post journal entries, record payroll transactions, and assist in monthly and year-end closings.
• Identify and correct bookkeeping errors to ensure books are tax-ready.

Our projects may include other related tasks, this is not the final job description. The specific tasks will vary depending on the client and the exact JD.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• C1/C2 English and Spanish writing and speaking skills.
• 3+ years of experience in U.S. individual and business tax preparation.
• Strong understanding of U.S. tax forms: 1040, 1120, 1120S, 1065, Schedule C, Schedule E, etc.
• 2+ years of bookkeeping experience with QuickBooks Online (required).
• Prior experience working with a U.S.-based CPA firm is strongly preferred.
• A quiet home office with a desk and office chair.
• Stable internet with at least 10 MBPS download & 2 MBPS upload speed.
• A laptop/desktop with 8GB RAM, a 1.6GHz processor, and 50GB of free hard-drive space, a headset, and a smartphone.
• Access to a backup place of work in case they suffer a power cut or internet failure, as well as a secondary backup internet option (mobile hotspot, Multibam, WiPod, etc.)

Benefits

• Competitive USD payment.

• Ongoing pay increments at each work anniversary.
• Discretionary client bonuses (over 80% of our clients award significant end-of-year bonuses to their team members).

Full-time client placements also allow you to enjoy the following benefits:

• 7 US federal holidays as paid time off
• 4 days paid time off (over 65% of our clients provide even more PTO days).
• Monthly stipend for medical insurance (after an induction period).
• Birthday/Anniversary bonuses.
• Gym/Wellness allowance.
• Unlimited online fitness classes with our online personal training partner.
• Invites to our annual Christmas parties and other in-person or online gatherings.