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Tax Return Specialist (Licensed Enrolled Agent / CPA)
| Full-time | Fully remote
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Location: Remote – U.S. Based
Employment Type: Full-Time

Industry FinTech is on a mission to transform the world of private capital markets. Our proprietary platform helps firms raise capital, engage investors, and stay compliant — all in one place. We work with private equity funds, real estate sponsors, and family offices across the U.S., combining our technology with hands-on support in marketing, investor engagement, HR, and finance.
We’re a growing team with headquarters in Miami and a remote workforce across the U.S. and Ecuador. This is a great time to join us and help shape the future of fintech.

We’re looking for a licensed Enrolled Agent or CPA to join our Finance team as a Tax Return Specialist. This role is perfect for someone who enjoys rolling up their sleeves and focusing on preparing accurate, timely tax returns — without the distraction of client management or team leadership.
You’ll take the lead on preparing and filing business and partnership returns (especially Form 1065s) for our clients, making sure deadlines are met and filings are compliant with IRS requirements. This is a full-time, remote role with a steady workflow year-round.

- Prepare and file business and partnership tax returns (focus on 1065s) and other required filings
- Ensure accuracy and compliance with IRS regulations and deadlines
- Organize and review client workpapers, clarify missing information as needed
- Manage workload independently and prioritize during tax season
- Stay current on changes to tax law, forms, and compliance requirements

- Licensed Enrolled Agent or CPA (required)
- 2–5 years of direct experience preparing tax returns
- Solid experience with business and partnership returns (1065s)
- Comfortable working independently in a fully remote role
- Proficiency with tax software (UltraTax, Drake, ProConnect, or similar)
- Detail-oriented, organized, and reliable — especially during busy season

- Annual Bonus: Up to 30% based on performance
- Benefits Package: Medical, dental, and vision coverage, 401(k) with 6% company match
- Paid Time Off: 10 PTO days + 5 sick days per year
- Work Setup: 100% remote and flexible, with autonomy over your workday
- Growth Potential: Annual review with opportunity for salary increase
Ready to focus on meaningful tax work and make an impact at a growing fintech company?
Apply now and let’s talk!
