A tax preparer handles the preparation and review of business and individual tax returns, ensuring compliance and identifying legitimate tax-saving opportunities.
A great Tax Preparer does not just complete tasks. They own a function that directly frees you to grow. Here is what that looks like in a scaling business:
01Prepare federal, state, and local tax returns accurately
02Gather and organize financial documents for tax filing
03Identify deductions, credits, and tax optimization strategies
04Respond to tax authority notices and inquiries
05Maintain tax records and support audit readiness
How this hire moves your business forward: Tax errors are expensive. A dedicated tax preparer ensures you are compliant, not overpaying, and ready if the IRS ever comes knocking.
Why LatAm
Why LatAm Produces Great Tax Preparers.
LatAm tax preparers trained for US clients understand federal and state tax structures, 1099 and W-2 processes, and business entity taxation. Many have worked alongside US CPAs handling preparation and document coordination.
The timezone overlap with the US is strong. LatAm professionals work within 1 to 3 hours of US Eastern time, so there is no async lag, no late-night handoffs, and no communication gap.
Skills & tools
Know What a Great Tax Preparer Actually Brings to the Table.
Beyond the resume, here are the skills, tools, and traits that separate strong performers from strong interviewers.
Hard Skills
US federal and state tax preparation
Tax compliance
Document organization
Deduction identification
Audit support
Common Tools
TurboTax Business
Drake Tax
QuickBooks
Excel
IRS online tools
Soft Skills & Traits
Precise and accurate
Deadline-driven
Detail-oriented
Discreet
Organized
Compensation
What You Can Expect to Pay.
Based on Sur market data and regional benchmarks. Figures reflect total cash compensation.
Seniority
US Annual
LatAm Annual
You Save
Entry
$45,000
$19,200
$25,800 / yr
Mid level
$60,000
$25,200
$34,800 / yr
Senior
$80,000
$34,800
$45,200 / yr
Spot the right hire
What to Look For, and What to Watch Out For.
Green Flags
Has prepared US federal and state returns, not just their home country
Understands entity types (LLC, S-Corp, C-Corp) and their tax implications
Meticulous about documentation and deadlines
Proactively flags potential issues before filing
Red Flags
Familiar with general tax concepts but no US-specific training
Cannot distinguish between different business entity tax treatments
Misses deadlines or leaves documentation gaps
Our process
Our Process for This Role.
We do not post and wait. Every Tax Preparer search we run is built from scratch around your business, your stage, your team, and your goals. And at every step, we are thinking about how this hire helps you grow.
1
Onboarding Call
We start by understanding what you actually need.
2
Role Scoping and Assessment Design
We build a precise role profile and design the custom skills assessment before we search for anyone.
3
Sourcing
We source actively across LatAm and the Caribbean and through our network.
4
Prescreening and Phone Screen
Every candidate is internally screened then put through an English phone screen.
5
Your Shortlist
3 to 5 candidates delivered early in the process with background, audio clip, and our team's recommendation.
6
Skills Assessment
Shortlisted candidates take a custom assessment built to replicate the actual work of the role.
7
Hire and Guarantee
We support the offer, help structure compensation for retention, and back every placement with a 90-day guarantee.
2-3 weeks typically. Most placements are made within 21 days of the onboarding call.
Most LatAm professionals work within 1 to 3 hours of US Eastern time.
All Sur placements speak fluent English. We screen for language ability on every search. Moderate English acceptable depending on exposure.
A LatAm tax preparer handles US tax preparation tasks effectively, especially when paired with a US-licensed CPA for review and signing. The LatAm hire owns preparation and document management; the CPA owns final review and filing.
If your hire does not work out within the first 90 days for any reason, we replace them at no additional cost.
No. Only a US-licensed CPA or Enrolled Agent can sign. A LatAm tax preparer handles preparation and documentation; a US CPA handles review, signing, and filing.
Many can handle both, especially for sole proprietors and small business owners where business and personal returns are closely linked.
Ready to Hire a Tax Preparer Who Actually Moves the Needle?
Let us design the role together and find you the right person from LatAm.