Bookkeeping Specialist & U.S. Tax Preparer (Remote)
Company:Valatam
Location:Colombia, Ecuador, Venezuela, Nicaragua, Guatemala, Argentina
Languages:English, Spanish
Seniority level:Middle, 3+ years
Experience:3+ years
Skills:
Microsoft ExcelAccountingAttention to detailOrganizational skillsComplianceFinancial analysisBookkeepingFluency in English
Requirements:
Fluent English (B2/C1) and Spanish. 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). Quiet home office, stable internet (≥ 10 Mbps down / 2 Mbps up), and backup connection. Bachelor’s or Associate’s degree preferred.
Responsibilities:
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, and 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.
