Tax Data Entry & Preparation Specialist
Somewhere
Hirezar Summary for South African Applicants
This fully remote full time position at Somewhere explicitly welcomes applicants based in South Africa. As a remote position, you can work from anywhere in South Africa — whether you're based in Johannesburg, Cape Town, Durban, or a smaller town.
Job Description
Tax Data Entry & Preparation Specialist
Position Overview
* Department:Tax & Accounting Services
Department:Tax & Accounting Services
* Reports To:Tax Manager / CPA Supervisor
Reports To:Tax Manager / CPA Supervisor
* Position Type:Full-Time Remote Contractor (40 hours/week)
Position Type:Full-Time Remote Contractor (40 hours/week)
* Schedule:US Business Hours Alignment (9:00 AM – 5:00 PM PST)
Schedule:US Business Hours Alignment (9:00 AM – 5:00 PM PST)
* Target Start Date:January 2027
Target Start Date:January 2027
Role Summary
We are a California-based CPA firm seeking an organized, detail-orientedTax Data Entry & Preparation Specialistto 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.
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 1040Corporate Returns:Form 1120 & 1120-SPartnership Returns:Form 1065
Assist in drafting initial federal and state returns across:
* Individual Returns:Form 1040
Individual Returns:Form 1040
* Corporate Returns:Form 1120 & 1120-S
Corporate Returns:Form 1120 & 1120-S
* Partnership Returns:Form 1065
Partnership Returns:Form 1065
* Reconcile client data against financial statements to ensure all figures tie out accurately prior to supervisor review.
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).
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.
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.
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.
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).
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 withQuickBooks Online / Desktop,ProSeries, andTaxDome(or comparable tax software suites like Drake, Lacerte, or UltraTax).
Software Proficiency:Direct experience or high familiarity withQuickBooks Online / Desktop,ProSeries, andTaxDome(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).
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.
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.
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.
Note:A US CPA license or local equivalent is NOT required for this position.
Tips for South African Applicants
Timezone Advantage
South Africa (SAST, UTC+2) overlaps well with European business hours and has a few hours of overlap with US East Coast. Mention your timezone flexibility in your application.
Salary in Context
Even without a listed salary, international remote roles typically pay 2-3x more than equivalent local positions in South Africa due to the exchange rate advantage.
Application Tips
Tailor your CV to international standards — use a clean format, highlight remote work experience, and include your English proficiency. Many SA applicants succeed by emphasising their strong work ethic and cultural adaptability.
Load Shedding Preparedness
If you're applying for a remote role, having a backup power solution (UPS, inverter, or generator) and mobile data as a backup internet connection shows employers you're prepared for South Africa's infrastructure challenges.
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About Somewhere
Somewhere is a company in the Recruitment & Staffing industry that hires remote workers from South Africa. They currently have 1819 open positions on Hirezar. View all Somewhere jobs →