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

About Valatam

We’re Valatam, a team that connects bilingual professionals from Latin America with global clients. Our people are our pride, and we’re thrilled to be certified as a Great Place to Work for the 2025-2026 period, proof that great work starts with great people.

About the Role

This 100% remote Bookkeeping Specialist & U.S. Tax Preparer role is ideal for detail-oriented, analytical, and process-oriented professionals supporting clients from Latin America.

Key Responsibilities

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, 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.

• 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.