COL - US Tax Strategist

Job Title: US Tax Strategist

Contractor Fee: $3,500-$4,000/month (USD)

Work Arrangement: Remote

Engagement Type: Independent Contractor

Commitment: Full-time (Approx. 40 hours/week)

Company Overview:

Tidal is a Direct Placement Agency that helps job seekers find job opportunities for real growth. We work with stable, responsible businesses that are experienced in remote hiring and are excited to welcome international team members. Tidal is owned and operated by consumer brand owners and operators. We have offshore team-building experience and aim to help businesses leverage global talent.

About This Role:

We're hiring a strategic, technically strong Senior CPA to join one of our U.S. tax & accounting clients in a leadership role. This position is ideal for an individual who excels in complex U.S. tax work, enjoys leading a remote team, and values establishing long-term client partnerships. You'll handle advanced tax prep and planning, review financial reporting, and support business owners and high-net-worth clients across the U.S.

Key Responsibilities:

Prepare and review complex U.S. tax returns (individual, business, trust, estate, etc.)

Ensure tax compliance across federal, state, and local levels

Review and coach junior tax/accounting staff

Conduct technical sign-offs and tax reviews

Develop customized tax planning strategies for clients

Oversee monthly financial reporting and quality control

Collaborate on financial cleanup and optimization projects

Lead internal training and knowledge-sharing initiatives

Provide technical insights and advice to clients

Maintain high accuracy, accountability, and data integrity

Software/Platforms/Tools:

Drake, Lacerte, UltraTax, ProConnect, or any US-based professional tax preparation software

QuickBooks Online

Xero

Google Workspace

Workflow management and client portals

CCH, Bloomberg Tax, or similar tax research tools

Qualifications:

At least 3-5 years of freelancing experience

Active CPA license in South America or Latin America (required)

Minimum of 3 years of direct U.S. tax preparation and advisory experience

Excellent English communication skills (C1/C2 level)

Demonstrated leadership experience managing tax/accounting teams

Strong technical knowledge in U.S. federal and state tax law

Proficiency in GAAP-compliant financial reporting

Experience advising entrepreneurs, real estate investors, or HNWIs

Detail-oriented with strong ethical standards

Open to potential U.S. travel (visa support may be offered)

Shift Schedule:

Monday to Friday, 9:00 AM to 5:00 PM US EST