---
title: "10 Best Places to Hire Remote Tax Preparation Assistant..."
url: https://www.hireslink.com/blog/best-places-hire-remote-tax-preparation-assistants-2026
description: "Compare the 10 best places to hire remote Tax Preparation Assistants in 2026 by pricing, tax software, IRS experience, hiring speed. Book a call in 48h."
lang: en
---

Best (Comparisons

# 10 Best Places to Hire Remote Tax Preparation Assistants [2026]

Compare the 10 best places to hire remote Tax Preparation Assistants in 2026 by pricing, tax software, IRS experience, hiring speed, security and engagement mod

September 29, 2026 Updated: September 29, 2026 22 min read HiresLink Team

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> **Quick Answer:** The best places to hire remote Tax Preparation Assistants in 2026 are **HiresLink, TaxStaff.com, Taxfyle, Vintti, Accountingfly, Paro, Robert Half, Somewhere, 1840 & Company, and Upwork**. HiresLink ranks first for US CPA firms and SMBs that want dedicated nearshore tax-season capacity because its Tax Preparation Assistant service (https://www.hireslink.com/operations/finance-accounting/tax-preparation-assistants) starts at approximately **$2,080/month**, offers **48-hour shortlists**, and screens LATAM candidates for **1040, 1120/1120S, 1065, K-1, Drake Tax, Lacerte, UltraTax CS, ProConnect, and TaxDome** before they reach the employer.

Tax staffing has a very specific problem.

The workload does not arrive evenly throughout the year.

A CPA firm may feel adequately staffed in October.

Then January arrives.

Suddenly the team is managing:

- Client document requests
- Prior-year return files
- 1099s
- W-2s
- 1040s
- 1065s
- 1120s
- 1120-S returns
- K-1 schedules
- Extensions
- E-file workflows
- Client questions
- Review notes
- Missing documents

And every senior tax professional becomes a bottleneck.

That makes tax preparation different from hiring a normal year-round Accountant.

The firm may not need another:

**Tax Manager**

or:

**CPA**

for every task.

It may need someone who can reliably prepare returns and workpapers for CPA review, organize documents, update the tax software, and keep the production queue moving.

That is where a **Tax Preparation Assistant** can create substantial leverage.

HiresLink's current Finance & Accounting operation (https://www.hireslink.com/operations/finance-accounting) prices Tax Preparation Assistants from approximately:

**$2,080/month**

with dedicated LATAM professionals working US business hours.

Its current Tax Preparation Assistant page (https://www.hireslink.com/operations/finance-accounting/tax-preparation-assistants) also uses approximately:

**$15/hour**

as a full-time planning rate.

At 160 hours:

**$2,400/month**

The difference reflects different schedule and engagement assumptions rather than two interchangeable universal rates.

Meanwhile, the US Bureau of Labor Statistics currently reports a median annual wage of approximately:

**$54,920**

for Tax Preparers in its latest occupational projections data.

Robert Half's 2026 Tax Accountant data goes higher:

- **$65,750** lower range
- **$74,750** midpoint
- **$94,000** higher range

and Senior Tax Accountants reach approximately:

**85,000–117,000**

That creates a large gap between:

**routine tax-preparation capacity**

and:

**senior tax expertise**

The goal is to make sure your firm pays for the level it actually needs.

This guide compares ten places US businesses and accounting firms can use to hire remote Tax Preparation Assistants, Tax Preparers, and tax-support professionals in 2026.

## TL;DR — Best Places to Hire Remote Tax Preparation Assistants

| Rank | Provider | Best for | Model | Main advantage |
| --- | --- | --- | --- | --- |
| **1** | **HiresLink** | US CPA firms hiring dedicated LATAM tax support | Managed staffing + direct hire | From $2,080/mo, 48h shortlist, tax-software testing |
| **2** | **TaxStaff.com** | CPA firms needing LATAM tax-season capacity | Specialized accounting staffing | Tax/accounting-only focus, 48h profiles |
| **3** | **Taxfyle** | Outsourcing returns to US CPAs/EAs | Tax outsourcing marketplace | 7,200+ US-based CPAs & EAs |
| **4** | **Vintti** | Full-time LATAM tax professionals | Finance-specialist recruiting | Finance/accounting specialization |
| **5** | **Accountingfly** | US-based remote Tax Preparers | Accounting recruiting | Remote tax and accounting specialization |
| **6** | **Paro** | Fractional and seasonal tax experts | On-demand finance network | Flexible CPA-firm tax capacity |
| **7** | **Robert Half** | US-based Tax Accountants | US staffing + recruiting | Large domestic tax/accounting network |
| **8** | **Somewhere** | CPA firms comparing multiple offshore markets | Global recruiting | LATAM, South Africa and Philippines sourcing |
| **9** | **1840 & Company** | Global dedicated finance and tax-support hires | Global staffing | Payroll/compliance + worldwide sourcing |
| **10** | **Upwork** | Freelance Tax Preparers | Marketplace | 40–80/hr typical marketplace range |

The right provider depends on whether you need:

- One dedicated Tax Preparation Assistant
- Seasonal January–April capacity
- US-licensed CPA or EA review
- A permanent Tax Accountant
- A return-by-return outsourcing model
- Freelance project help
- Full-time nearshore staff

Those are different hiring problems.

## What does a Tax Preparation Assistant actually do?

A Tax Preparation Assistant works below the level of the final tax reviewer and helps move returns through the production process.

Typical responsibilities include:

- Organizing client documents
- Reviewing prior-year files
- Preparing workpapers
- Entering tax data
- Preparing draft returns
- Building supporting schedules
- Preparing K-1 schedules
- Tracking missing documentation
- Updating workflow systems
- Preparing returns for CPA or EA review
- Supporting e-file workflows

HiresLink's dedicated Tax Preparation Assistant network (https://www.hireslink.com/operations/finance-accounting/tax-preparation-assistants) currently screens candidates for:

### Individual returns

- 1040

### Corporate returns

- 1120
- 1120-S

### Partnership returns

- 1065
- K-1 schedules

### Workflow

- Client document organization
- E-file submission support
- Prior-year file organization
- PBC/document chase

The emphasis is:

> **preparation for qualified review**

rather than replacing the CPA, EA, or senior tax professional responsible for the engagement.

## Tax Preparation Assistant vs Tax Preparer

The titles can overlap.

But the distinction is useful.

### Tax Preparation Assistant

Usually works under review and may focus heavily on:

- Document organization
- Data entry
- Workpapers
- Draft returns
- Workflow

### Tax Preparer

May independently prepare more or all of a return and may have additional regulatory responsibilities.

This distinction matters because IRS rules apply based on what the person actually does — not merely the job title.

The IRS PTIN guidance (https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers) says compensated individuals who prepare or substantially assist in preparing federal tax returns generally need a valid PTIN.

The IRS separately notes that people performing only:

- Typing
- Reproduction
- Other mechanical assistance

without discretion or tax judgment may fall outside the tax-return-preparer definition.

So before onboarding a remote assistant, define exactly whether they will be:

- Organizing source documents
- Entering mechanical data

or:

- Substantively preparing returns

and determine the appropriate PTIN and supervision requirements for that scope.

## Tax Preparation Assistant vs Tax Accountant

A Tax Accountant usually has broader responsibilities.

They may handle:

- Tax research
- Corporate returns
- Tax provisions
- Planning
- Notices
- Audit support
- Tax strategy

Robert Half currently places a US Tax Accountant at:

**65,750–94,000/year**

with a midpoint of:

**$74,750**

A Tax Preparation Assistant is usually hired to increase production capacity at a lower cost.

If your firm needs:

> someone to decide the appropriate tax position

rather than:

> someone to prepare the return for review

you may need the more senior role.

## Tax Preparation Assistant vs Senior Tax Accountant

Robert Half's current Senior Tax Accountant range is:

**85,000–117,000**

with a midpoint of:

**$102,500**

That premium should buy expertise such as:

- Complex return review
- Tax research
- Client advisory
- Planning
- Notice response
- Staff supervision

Do not pay Senior Tax Accountant rates for work that can be completed reliably by a Tax Preparation Assistant under review.

But do not expect an Assistant to replace senior technical tax judgment either.

## Why tax preparation is especially suitable for flexible staffing

Tax work is seasonal.

The workload often rises sharply around:

- January
- February
- March
- April
- Extension deadlines
- September
- October

That creates a difficult staffing decision.

Hire too few people and the firm experiences:

- Overtime
- Burnout
- Delayed returns
- Lost clients
- Partners doing preparation work

Hire too many permanent employees and the firm may carry excess capacity after filing season.

HiresLink's current Tax Preparation Assistant service (https://www.hireslink.com/operations/finance-accounting/tax-preparation-assistants) is designed around this problem.

The company says seasonal clients can scale capacity up to:

**3× baseline**

during the January–April period, with additional capacity staged before filing season.

That makes Tax Preparation Assistant one of the stronger use cases for flexible remote staffing.

## How much does a US Tax Preparer cost?

The Bureau of Labor Statistics currently lists Tax Preparers as a distinct occupation.

Its current 2025–2035 projections table reports:

**$54,920 median annual wage**

for Tax Preparers.

BLS projects employment in the occupation to increase approximately:

**4.7%**

through 2035.

HiresLink's own current tax-preparation calculator uses:

**$58,000/year**

as a US base-salary planning assumption.

That is reasonably close to the broader BLS figure and provides a useful company-specific comparison.

## HiresLink's US vs LATAM Tax Preparation Assistant calculator

The current HiresLink tax-support calculator (https://www.hireslink.com/operations/finance-accounting/tax-preparation-assistants) compares:

### US hire

Base salary:

**$58,000/year**

With a 30% benefits load:

**~$6,283/month**

### LATAM remote hire

Rate:

**$15/hour**

Full-time monthly:

**~$2,400**

### Illustrative saving

Approximately:

**$46,600/year**

or:

**62% lower**

under the calculator's assumptions.

The same page also advertises a starting service price of:

**$2,080/month**

That lower number can reflect a different hours/configuration assumption.

Always compare the quote for the exact schedule you need.

## What software should a remote Tax Preparation Assistant know?

Tax staffing becomes much easier when you hire for the exact software stack.

HiresLink currently screens for:

- Drake Tax
- Lacerte
- UltraTax CS
- ProConnect
- TaxDome

Rather than asking:

> "Have you used tax software?"

ask:

> "How many 1040, 1120-S, and 1065 returns did you prepare in Lacerte last season?"

That question reveals much more.

## Drake Tax

Often used by:

- Small CPA firms
- Tax practices
- High-volume preparers

HiresLink screens Drake candidates for:

- 1040 preparation
- 1120/1120-S preparation

## Lacerte

Common among CPA practices with more complex returns.

Relevant experience includes:

- Corporate tax
- Partnership returns
- K-1s

## UltraTax CS

Frequently used by established tax/accounting firms.

Useful for:

- Entity returns
- Individual returns
- Workflow-heavy practices

## ProConnect

Useful particularly among firms operating inside the Intuit ecosystem.

## TaxDome

TaxDome experience can be especially useful for:

- Client portal management
- Document chase
- Workflow
- Return-status tracking

When hiring through HiresLink, the company can specify the existing software before the 48-hour candidate search (https://www.hireslink.com/hiring-form) begins rather than training someone from scratch after hiring.

## How we ranked the best Tax Preparation Assistant hiring providers

We weighted the factors that matter most for seasonal tax work.

| Ranking factor | Weight |
| --- | --- |
| Tax/accounting specialization | **25%** |
| US tax-return experience | **20%** |
| Software screening | **15%** |
| Hiring speed | **15%** |
| Seasonal flexibility | **10%** |
| Security / compliance | **10%** |
| Pricing transparency | **5%** |

We also looked for experience across:

- 1040
- 1120
- 1120-S
- 1065
- K-1
- Drake
- Lacerte
- UltraTax
- ProConnect
- TaxDome
- US business hours

## 1. HiresLink — Best Overall for LATAM Tax Preparation Assistants

**Best for:** US CPA firms and SMBs that want a dedicated Tax Preparation Assistant working inside their existing tax workflow during US business hours.

HiresLink has a dedicated Tax Preparation Assistant hiring service (https://www.hireslink.com/operations/finance-accounting/tax-preparation-assistants) within its broader Finance & Accounting staffing network (https://www.hireslink.com/operations/finance-accounting).

Current starting price:

**$2,080/month**

Current planning rate:

**$15/hour**

### Scope of work

HiresLink screens for:

- 1040 individual returns
- 1120 corporate returns
- 1120-S returns
- 1065 partnership returns
- K-1 preparation
- Workpapers
- Client document chase
- E-file support

### Tax software

Current screening covers:

Candidates are supposed to have production experience in the software specified during intake before reaching the employer.

That matters during busy season.

The wrong time to discover someone has never used UltraTax is:

**February 20.**

### US tax experience

Current HiresLink Tax Preparation Assistant profiles are positioned around candidates with:

**3+ years of US tax-season experience**

depending on the search.

This is important because:

- Knowing accounting
- Knowing local-country taxation
- Knowing US federal tax preparation

are three different things.

### Hiring speed

HiresLink currently targets:

**48-hour shortlists**

Most finance clients can then interview:

**2–3 candidates during the first week**

with onboarding commonly around:

**7–14 days**

depending on candidate availability and client interview speed.

### Vetting process

Current HiresLink tax-screening includes:

1. AI-assisted background and résumé review
2. Live English interview
3. Hands-on tax software assessment
4. Employer-reference verification

The company reports only roughly the:

**top 3%**

of its broader applicant pool reaching shortlists.

Across Finance & Accounting, HiresLink currently reports screening more than:

**12,000 applicants per quarter**

### Seasonal flexibility

One of the strongest reasons to use HiresLink for this role is the ability to add capacity ahead of filing season.

The company currently says:

**January–April capacity can scale to approximately 3× normal baseline**

for seasonal engagements.

That makes the model useful for CPA firms that do not want to keep the same tax headcount year-round.

### Managed staffing

For firms that want the international employment layer handled, HiresLink's Staffing & HR Management service (https://www.hireslink.com/services/staff-augmentation) currently uses:

> **Candidate compensation + the lower of $800/month or 25% of monthly compensation**

with a:

**$500 kickoff credited to the first invoice**

The model includes:

- Recruiting
- Vetting
- Payroll coordination
- HR
- Onboarding
- Replacement support

### Direct hire

For firms wanting the Tax Preparation Assistant permanently on their own team, Headhunting Pro (https://www.hireslink.com/services/headhunting-pro) currently charges:

**20% of first-year compensation**

with:

**$600 kickoff credited to the successful placement invoice**

### Replacement support

Current staffing clients receive ongoing replacement coverage.

Direct-hire guarantees vary by seniority.

### Security

Tax preparation involves unusually sensitive information.

HiresLink's tax-support model uses:

- Confidentiality agreements
- Access controlled by the client
- Least-privilege permissions
- No unnecessary local data storage
- Company-defined system access

The hiring company should still ensure the remote worker fits within its own tax-firm security program.

We'll cover that in detail later in this guide.

### Advantages

- Dedicated Tax Preparation Assistant service
- Starting around $2,080/month
- $15/hour planning benchmark
- 48-hour shortlist
- 3+ years US tax-season targeting
- Drake
- Lacerte
- UltraTax
- ProConnect
- TaxDome
- 1040 / 1120 / 1120-S / 1065
- US business hours
- Seasonal scale-up
- Staffing or direct hire
- Broader accounting team available

### Limitations

HiresLink's core model is built around Latin America.

If your firm specifically wants:

- A US-licensed CPA
- An enrolled agent with representation rights
- A US-only workforce

another provider may fit better.

Also, employers remain responsible for defining:

- PTIN requirements
- Signing responsibilities
- Review responsibility
- Client-data security

for the exact work assigned.

### Best use case

A 12-person CPA firm has:

- Two Tax Managers
- Three Senior Tax Accountants
- Strong recurring client base

but partners and managers are still spending filing season preparing routine:

- 1040s
- 1120-S returns
- 1065s

instead of reviewing and advising.

The firm hires two LATAM Tax Preparation Assistants to prepare returns for senior review.

That allows higher-paid tax staff to focus on:

- Review
- Planning
- Client communication
- Advisory

**Verdict:** Best overall for dedicated nearshore tax-preparation capacity.

## 2. TaxStaff.com — Best Specialist Alternative for CPA Firms

**Best for:** CPA firms wanting a staffing company focused exclusively on accounting and finance talent from Latin America.

TaxStaff.com positions itself specifically around:

- CPA firms
- Accounting firms
- US accounting workflows

rather than general offshore recruiting.

Its current tax talent coverage includes Tax Preparers experienced in software such as:

- UltraTax
- Drake
- Lacerte
- ProSystem fx

### Hiring speed

TaxStaff currently advertises qualified candidate profiles in approximately:

**48 hours**

depending on the role.

### Nearshore model

The company sources across markets including:

- Argentina
- Colombia
- Panama
- Uruguay
- Peru
- Chile
- Costa Rica

and promotes full US-timezone alignment.

### Tax specialization

This is the strongest reason to consider it.

Its network covers:

- Tax Preparers
- Staff Accountants
- Senior Accountants
- CPAs
- Audit Staff
- Bookkeepers
- Payroll Specialists

That makes the provider particularly relevant to accounting firms rather than a typical SMB looking for one finance employee.

### Cost model

TaxStaff currently markets average savings around:

**40–65%**

versus equivalent US accounting hires.

Its tax-season model can also support seasonal staffing rather than requiring every placement to remain year-round.

### Advantages

- CPA-firm specialization
- LATAM tax talent
- Drake / Lacerte / UltraTax / ProSystem fx
- 48-hour profile target
- US time zones
- Seasonal accounting capacity
- Broader accounting roles

### Limitations

TaxStaff is narrowly oriented around the accounting profession.

That is excellent for CPA firms but may provide fewer benefits to an SMB simply hiring one internal Finance & Accounting employee.

### Best use case

A CPA firm needs several nearshore Tax Preparers before January and wants a provider entirely focused on accounting talent.

**Verdict:** Best specialized CPA-firm LATAM alternative.

## 3. Taxfyle — Best for Outsourcing Returns to US CPAs and EAs

**Best for:** Firms that want flexible return-by-return tax outsourcing rather than adding a dedicated full-time employee.

Taxfyle solves a different problem.

Instead of recruiting one permanent Tax Preparation Assistant, firms can route tax-preparation work through a network of credentialed US professionals.

Taxfyle currently reports:

- **7,200+ US-based CPAs and EAs**
- **100+ firm partnerships**
- Approximately **12 years average professional experience**
- **100,000+ returns prepared**

### Engagement model

Taxfyle can handle:

- Tax preparation
- Review
- Bookkeeping

through its outsourcing platform.

This can be particularly useful when a firm needs to absorb:

**a volume of returns**

rather than:

**hire another employee**

### Security

Taxfyle currently highlights:

- Encryption
- Two-factor authentication
- SOC 2-aligned controls
- Anomaly detection

Tax data remains sensitive regardless of whether the worker is:

- Internal
- Nearshore
- Freelance
- Outsourced

so this operational infrastructure matters.

### Advantages

- US-based CPA/EA network
- Credentialed tax professionals
- Flexible outsourcing
- High return volume
- Firm-focused offering
- Security infrastructure
- Useful for seasonal overflow

### Limitations

This is not the same as hiring a dedicated employee.

If your goal is to build:

- Institutional knowledge
- Long-term team continuity
- One person embedded in Slack and TaxDome

a dedicated staffing model may fit better.

### Best use case

A CPA firm expects:

**300 more returns**

this tax season but does not want to add several full-time employees.

**Verdict:** Best for outsourced return production rather than dedicated hiring.

## 4. Vintti — Best Finance-Specialist Recruiter for Senior Tax Talent

**Best for:** Firms that want LATAM tax professionals through a recruitment company specializing heavily in Finance & Accounting.

Vintti maintains tax-focused Finance & Accounting searches including:

- Corporate Tax Specialists
- Senior Tax Professionals
- Accounting roles with tax responsibility

Recent LATAM tax positions include responsibility for:

- 1065 partnership returns
- 1120-S returns
- TaxDome
- Client communication
- Tax planning support

### Why Vintti fits the category

Vintti's broader company positioning is centered on Finance & Accounting.

That means recruiters are more likely to understand the difference between:

- Bookkeeper
- Tax Prep Assistant
- Tax Accountant
- Senior Tax Accountant

than a generalist staffing platform.

### Advantages

- Finance/accounting specialization
- LATAM recruiting
- Tax-focused roles
- US tax-firm experience
- TaxDome workflows
- Senior tax professionals
- Full-time hiring

### Limitations

Vintti is better suited to recruiter-led permanent or longer-term hiring than return-by-return outsourcing.

For short filing-season overflow, Taxfyle, Paro, or a more flexible staffing model may be easier.

### Best use case

A CPA firm wants a permanent LATAM tax professional who can begin with preparation and gradually take on:

- Review
- Client communication
- Advisory support

**Verdict:** Best finance-specialist recruiting alternative for more experienced LATAM tax talent.

## 5. Accountingfly — Best for US-Based Remote Tax Preparers

**Best for:** CPA firms that want remote tax talent but require the candidate to live in the United States.

Accountingfly specializes in:

- Accounting
- Tax
- Audit
- CPA-firm recruiting

Current September 2026 remote Tax Preparer listings include compensation around:

**80,000–100,000/year**

for experienced US-based candidates.

Recent tax roles include:

- Individual returns
- Business returns
- Tax projections
- Notice resolution
- Tax research
- Client communication

Accountingfly also publishes weekly lists of available remote:

- Tax professionals
- Accountants

for employers.

### Advantages

- Tax/accounting-only recruiter
- US-based remote talent
- CPA-firm specialization
- Staff through Manager-level hiring
- Current candidate pipelines
- Permanent roles

### Limitations

The main limitation is cost.

A US-based remote Tax Preparer can cost substantially more than:

- LATAM staffing
- Offshore staff
- Basic preparation support

The higher salary may be justified when the firm specifically requires:

- US residency
- More complex client interaction
- CPA/EA credentials

### Best use case

A CPA firm wants a fully remote employee but does not want to hire internationally.

**Verdict:** Best accounting-specific option for US-based remote tax hiring.

## 6. Paro — Best for Fractional and Seasonal Tax Experts

**Best for:** CPA firms needing additional tax capacity for a specific filing season, client group, or number of hours.

Paro offers dedicated talent solutions for CPA firms.

Its current tax and compliance coverage includes:

- 1040
- 1065
- 1120
- 1120-S
- 1041
- 990
- SALT
- International tax
- Tax advisory
- Tax return review

Paro's model is particularly useful when you need:

**fractional capacity**

rather than another permanent employee.

### Seasonal staffing

The company positions its tax talent specifically around:

- Busy-season capacity
- Tax preparation
- Review
- Compliance

One published case describes a CPA firm using a fractional tax expert for:

**380 hours across approximately 2.5 months**

to support tax preparation and review.

### Talent quality

Paro screens professionals for:

- Finance experience
- Tax expertise
- Communication
- Client readiness

and positions its network toward experienced accounting professionals.

### Advantages

- CPA-firm focus
- Fractional tax talent
- Tax preparation and review
- Multiple return types
- Good for busy season
- Senior expertise available

### Limitations

Fractional expert talent can be expensive per hour compared with dedicated LATAM preparation staff.

It is best when you value:

**specialized flexibility**

more than:

**lowest cost per full-time hour**

### Best use case

A CPA firm needs another experienced preparer/reviewer for:

**February through April**

but not another permanent employee.

**Verdict:** Best flexible fractional tax option.

## 7. Robert Half — Best Traditional US Tax Staffing Company

**Best for:** Companies and accounting firms that want domestic Tax Accountants through a large conventional staffing network.

Robert Half currently recruits across Finance & Accounting, including tax roles.

Its current Tax Accountant national starting-compensation data is:

| Level | Annual compensation |
| --- | --- |
| Low | **$65,750** |
| Mid | **$74,750** |
| High | **$94,000** |

Senior Tax Accountants:

| Level | Annual compensation |
| --- | --- |
| Low | **$85,000** |
| Mid | **$102,500** |
| High | **$117,000** |

Robert Half notes that employers increasingly seek tax professionals with experience in software such as:

- CCH ProSystem
- UltraTax
- Lacerte

alongside Excel and ERP platforms.

### Advantages

- Large domestic talent network
- Tax Accountant specialization
- Contract hiring
- Permanent recruiting
- Senior tax roles
- Current salary data
- US-based candidates

### Limitations

The economics are very different from nearshore hiring.

A company requiring a permanent US Tax Accountant may be comfortable paying:

**75K–100K+**

But if the actual work is high-volume return preparation under CPA review, that may be more senior talent than the role requires.

### Best use case

A company needs a US-based Tax Accountant with broader:

- Compliance
- Research
- Tax audit
- Notice-response

responsibilities.

**Verdict:** Best traditional domestic staffing option.

## 8. Somewhere — Best for Comparing Multiple International Tax Talent Markets

**Best for:** CPA firms that are open to Latin America, South Africa, or the Philippines rather than being committed to one region.

Somewhere currently has a dedicated CPA-firm hiring offering.

The provider sources:

- Bookkeepers
- Staff Accountants
- Tax Preparers
- Payroll Specialists
- Auditors
- Senior Accountants

from several international markets.

### Current CPA-firm positioning

Somewhere currently advertises:

- US-timezone-ready accounting talent
- Approximately **40–70% lower salary costs** in relevant cases
- Candidate delivery in approximately **seven days**
- Experience working with **200+ CPA firms**

### Why the multi-region model matters

Different regions can suit different tax workflows.

### Latin America

Strong for:

- US-hour overlap
- Same-day client communication
- Live collaboration

### Philippines

Can work well for:

- Structured preparation
- Extended-hour coverage
- Overnight workflows

### South Africa

Can offer:

- Strong English
- International accounting credentials
- Partial US-hour overlap

### Advantages

- Multiple offshore markets
- CPA-firm focus
- Tax Preparers available
- Full-time remote hiring
- Payroll/compliance support
- Flexible geography

### Limitations

A multi-region provider is less specialized in Latin America than HiresLink or TaxStaff.

If same-day US overlap is the priority, define that clearly during the search.

### Best use case

A CPA firm wants recruiters to compare several offshore regions before deciding where to build its tax team.

**Verdict:** Best multi-region global recruiting option.

## 9. 1840 & Company — Best for Building a Broader Global Finance Team

**Best for:** Companies that want tax support as part of a larger international accounting function.

1840 & Company offers full-time global Finance & Accounting staff and currently advertises:

- **1–2 week hiring**
- Global payroll and compliance support
- Dedicated full-time finance professionals
- Up to approximately **70% lower hiring costs** in applicable cases

The company recruits across:

- Accounting
- Bookkeeping
- Payroll
- Tax
- Audit
- Analysis
- Controller-level work

### Global CPA talent

1840 also offers dedicated CPA hiring for:

- Tax workpapers
- Reporting
- Audit schedules
- Consolidation
- Compliance support

with candidates matched to:

- Jurisdiction
- Credential
- ERP
- Working hours

### Advantages

- Global sourcing
- Tax and accounting capability
- Payroll/compliance support
- Dedicated employees
- Larger-team building
- Multiple regions
- Finance specialization

### Limitations

Tax Preparation Assistant is not its primary public specialization.

Companies needing:

- High-volume 1040 preparation
- Drake-specific tax staffing
- Lacerte-specific tax staffing

may get a more targeted search from a tax-specialist provider.

### Best use case

A growing company wants to build:

- Accountant
- Tax support
- Payroll
- AP/AR

through one international staffing partner.

**Verdict:** Best broad global finance staffing alternative.

## 10. Upwork — Best for Freelance Tax Preparers

**Best for:** Firms and businesses that can personally vet Tax Preparers and want flexible hourly or project-based support.

Upwork currently reports typical Tax Preparer marketplace rates around:

**40–80/hour**

based on historical marketplace contracts.

The platform contains professionals experienced in:

- 1040
- 1041
- 1065
- 1120
- 1120-S
- Tax preparation
- Bookkeeping
- IRS tax workflows

### Why it works

You can hire someone for:

- A few returns
- Several weeks
- 20 hours/week
- A defined cleanup project

without committing to a traditional recruiting service.

### Advantages

- Large global marketplace
- Tax-specific professionals
- Hourly hiring
- Fixed-price projects
- Reviews
- Work history
- Flexible commitment

### Limitations

The burden of vetting is much higher.

Tax preparation involves:

- Social Security numbers
- Bank details
- Income information
- Business tax data
- Identity documents

The firm must independently verify:

- PTIN where required
- Tax experience
- References
- Software knowledge
- Data security
- Working arrangements

A freelancer with good general accounting reviews is not automatically someone who should receive access to taxpayer data.

### Best use case

A Tax Manager needs experienced help for a clearly scoped project and can personally supervise the work.

**Verdict:** Best self-service freelance marketplace.

## Best provider by tax hiring scenario

| Hiring need | Best options |
| --- | --- |
| Dedicated LATAM Tax Preparation Assistant | **HiresLink / TaxStaff.com** |
| 48-hour nearshore shortlist | **HiresLink / TaxStaff.com** |
| Return-by-return outsourcing | **Taxfyle** |
| Permanent LATAM tax professional | **HiresLink / Vintti** |
| US-based remote Tax Preparer | **Accountingfly / Robert Half** |
| Fractional busy-season tax talent | **Paro** |
| Compare LATAM + South Africa + Philippines | **Somewhere** |
| Broader global accounting team | **1840 & Company** |
| Freelance Tax Preparer | **Upwork** |
| Drake / Lacerte / UltraTax LATAM support | **HiresLink** |

## How much does a remote Tax Preparation Assistant cost?

Different models create dramatically different costs.

### HiresLink

Starting service price:

**From $2,080/month**

Current full-time planning rate:

**$15/hour**

At 160 hours:

**$2,400/month**

### US BLS Tax Preparer benchmark

Median annual wage:

**$54,920/year**

### HiresLink US planning benchmark

**$58,000/year base**

### Robert Half Tax Accountant

**65,750–94,000/year**

### Robert Half Senior Tax Accountant

**85,000–117,000/year**

### Upwork Tax Preparer

Approximately:

**40–80/hour**

Those are different roles and hiring structures.

Our companion guide will break them down directly:

**How Much Does It Cost to Hire a Remote Tax Preparation Assistant in 2026? →**: https://www.hireslink.com/blog/cost-to-hire-remote-tax-preparation-assistant-2026

## Why tax staffing economics are different

Imagine a CPA firm that needs an additional:

**1,000 hours**

of preparation capacity during filing season.

### Senior Tax Accountant

At the Robert Half midpoint:

**$102,500/year**

you may be paying for skills such as:

- Complex review
- Research
- Client advisory

that are unnecessary for many routine returns.

### Freelance Tax Preparer

At:

**$60/hour**

1,000 hours would cost:

**$60,000**

### Dedicated LATAM Tax Preparation Assistant

At HiresLink's current:

**$15/hour planning rate**

the labor equivalent for 1,000 hours is:

**$15,000**

before considering the exact staffing structure.

The right answer depends on:

- Return complexity
- Review process
- PTIN status
- Software
- Client communication

But role design can dramatically affect tax-season margins.

## The CPA firm leverage model

A well-designed tax team may look like this:

### Tax Preparation Assistants

Prepare:

- Workpapers
- Standard returns
- Supporting schedules

### Senior Tax Accountants

Review:

- Complex returns
- Adjustments
- Technical tax issues

### Tax Managers

Own:

- Final review
- Workflow
- Client issues

### Partners

Focus on:

- Advisory
- Planning
- Relationships
- Growth

If Partners are preparing routine 1040s during March, the problem may not be:

> "We need more Partners."

It may be:

> "We need better preparation capacity."

That is why HiresLink positions Tax Preparation Assistants alongside Accountants, Bookkeepers, AP/AR and Payroll talent (https://www.hireslink.com/operations/finance-accounting) rather than treating every finance hire as interchangeable.

## PTIN requirements for remote tax staff

This is one area where firms need to be careful.

The IRS says compensated people who prepare or substantially assist in preparing all or substantially all of a federal return generally need a valid:

**Preparer Tax Identification Number — PTIN**

The IRS is currently processing:

**2026 PTIN applications and renewals**

and the 2026 application/renewal fee is:

**$18.75**

You can review the current rules directly through the IRS PTIN requirements (https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers).

## Not every tax assistant automatically needs a PTIN

The IRS also provides an important exception.

Someone who provides only:

- Typing
- Reproduction
- Mechanical assistance

without:

- Tax judgment
- Tax advice
- Discretion regarding tax positions

may not be treated as a tax return preparer under the PTIN rules.

But once a worker is substantially preparing returns for compensation, the analysis changes.

That means a CPA firm should define:

1. What the assistant prepares.
2. How much of the return they prepare.
3. Who reviews it.
4. Who signs it.
5. Whether a PTIN is required.

Do this **before** filing season.

Not after.

## PTIN does not equal CPA or EA

This distinction is also important.

A person can hold a valid PTIN without being:

- CPA
- Attorney
- Enrolled Agent

The IRS preparer credential guidance (https://www.irs.gov/tax-professionals/understanding-tax-return-preparer-credentials-and-qualifications) explains that representation rights vary according to professional credentials.

If your role requires:

- IRS representation
- Unlimited practice rights
- Legal advice
- Signing authority

screen for those requirements separately.

## Due diligence requirements still matter

Certain returns create specific paid-preparer due-diligence obligations.

For example, the IRS requires Form 8867 and related due diligence for returns involving certain:

- Earned Income Tax Credit claims
- Child Tax Credit claims
- Additional Child Tax Credit claims
- Other Dependent Credit claims
- American Opportunity Tax Credit claims
- Head of Household filing status

The IRS due diligence guidance (https://www.irs.gov/tax-professionals/eitc-central/due-diligence-requirements-for-tax-preparers) also requires certain supporting records to be retained for three years.

This is another reason:

**tax preparation cannot be treated like generic data entry.**

## How should you screen a Tax Preparation Assistant?

## 1. Return volume

Ask:

> How many returns did you prepare last filing season?

Then break it down:

- 1040
- 1120-S
- 1065
- 1120

Someone who prepared:

**200 returns**

has a different production history from someone who prepared:

**12.**

## 2. Return complexity

Ask what types of taxpayers they handled.

For 1040s:

- W-2 only?
- Schedule C?
- Rentals?
- Investments?
- Multi-state?

For businesses:

- Partnerships?
- S corps?
- C corps?

## 3. Tax software

Ask:

> Walk me through your normal workflow in Drake.

Not:

> "Have you used Drake?"

The first question reveals real experience.

## 4. K-1 preparation

For partnership/S corp firms, this can be a major part of the workload.

## 5. Workpapers

Ask how they:

- Tie support
- Document adjustments
- Organize review notes

The review process becomes much faster when workpapers are clean.

## 6. Client documents

Tax season creates endless missing-document problems.

Ask:

> What do you do when the return cannot be completed because the client has not provided one document?

A strong Assistant should understand:

- Tracking
- Follow-up
- Escalation

## 7. Review notes

Ask:

> Your reviewer sends ten corrections. How do you make sure the same errors don't occur on the next return?

You want someone who improves through the season.

## 8. Data security

Ask exactly how they have previously accessed:

- Tax software
- Client portals
- Sensitive documents

## 15 Tax Preparation Assistant interview questions

1. **How many returns did you prepare last tax season?**
2. **How many were 1040s?**
3. **How many were 1065s?**
4. **How many were 1120-S returns?**
5. **Which tax software did you use most?**
6. **What did you personally prepare versus what your reviewer handled?**
7. **Describe the most complex individual return you prepared.**
8. **Have you prepared K-1 schedules?**
9. **How do you organize workpapers for reviewer sign-off?**
10. **How do you handle missing client documents?**
11. **How do you document review-note corrections?**
12. **Have you supported e-file submission?**
13. **Do you currently hold a PTIN, and what work did you perform under it?**
14. **How did your previous firm protect taxpayer data?**
15. **What caused the most rework during your last tax season?**

## Use a practical tax-preparation assessment

A practical test can be more useful than a long interview.

Give the candidate a fictional return packet containing:

- W-2
- 1099
- Mortgage interest
- Brokerage statement
- Prior-year return
- Missing document

Ask them to:

1. Identify required documents.
2. Organize the workpaper file.
3. Identify missing information.
4. Explain the return workflow.
5. Prepare a draft using a test environment where appropriate.
6. Write a reviewer note.

For an entity-focused candidate, provide:

- Trial balance
- Prior-year 1120-S
- Fixed asset data
- Shareholder information

and evaluate how they structure the preparation.

## Tax Preparation Assistant red flags

### They cannot quantify return volume

Experienced preparers usually know approximately what they handled.

### They know accounting but not US tax

Do not confuse general accounting skill with US return-preparation experience.

### Software experience is vague

"Familiar with Lacerte" is not enough during busy season.

### They cannot explain review notes

Preparation is inherently a review-driven workflow.

### They have poor document discipline

Tax preparation requires a strong audit trail.

### They do not understand data sensitivity

This is a serious problem.

## Tax data security must be part of the hiring decision

Tax professionals handle some of the most sensitive information a company can hold.

That includes:

- Social Security numbers
- Addresses
- Bank information
- Income
- Dependents
- Business financial statements
- Entity ownership
- Tax IDs

The IRS specifically warns that tax professionals are frequent targets for identity thieves.

Its current tax professional security guidance (https://www.irs.gov/tax-professionals/protect-your-clients-protect-yourself) says tax professionals are required to protect client data and maintain appropriate safeguards.

## Written Information Security Plan

In August 2026, the IRS again reminded tax professionals that federal requirements call for a:

**Written Information Security Plan — WISP**

A remote staffing model should therefore operate inside the firm's existing security framework.

Recommended controls include:

- MFA
- SSO
- VPN where appropriate
- Remote desktop
- Least-privilege access
- Managed devices
- No local taxpayer-data storage
- Encrypted document sharing
- Audit logs
- Rapid offboarding

Hiring internationally does not remove those obligations.

Neither does hiring domestically.

Security depends on controls.

## Should the Tax Preparation Assistant download client files locally?

Ideally, avoid unnecessary local storage.

A stronger model is:

- Tax software hosted centrally
- Secure client portal
- Restricted document access
- Remote desktop
- Managed cloud storage

The assistant should only have access to what is necessary for assigned returns.

## Should Tax Preparation Assistants communicate directly with clients?

It depends on the firm.

### Preparation-only model

Assistant works primarily with:

- Senior Accountant
- Tax Manager

This can simplify supervision.

### Client-contact model

A more experienced employee may:

- Chase documents
- Clarify missing items
- Send portal messages

If client communication is part of the role, test:

- Written English
- Professional judgment
- Escalation

HiresLink's broader LATAM model emphasizes bilingual professionals working directly with US teams, making this type of same-day communication easier than an entirely overnight workflow.

## Why LATAM works particularly well for tax firms

Tax work creates constant questions.

During March:

**9:10 AM**

Assistant finds missing basis information.

**9:20 AM**

Senior Accountant responds.

**9:45 AM**

Client is contacted.

**11:00 AM**

Return is back in preparation.

That same workflow can take a full additional day when teams have little schedule overlap.

LATAM gives US firms substantial overlap across:

- Eastern
- Central
- Mountain
- Pacific

business hours.

That is one reason HiresLink uses Latin America across its broader Finance & Accounting staffing model (https://www.hireslink.com/operations/finance-accounting).

## Which LATAM countries can work well for tax support?

HiresLink currently recruits Finance & Accounting talent from markets including:

- Argentina
- Colombia
- Mexico
- Brazil
- Chile
- Peru
- Uruguay
- Costa Rica

But US tax experience matters more than nationality.

A candidate in Colombia who has completed:

**four US filing seasons in Drake**

is more useful than someone in a supposedly "ideal" country who has only worked on local tax returns.

Search regionally.

Hire individually.

You can use HiresLink's LATAM salary benchmarks (https://www.hireslink.com/latam-salaries) to understand compensation differences before finalizing the search.

## Should CPA firms hire seasonally or year-round?

This depends on the firm's workload.

## Seasonal makes sense when:

- Tax dominates the service mix.
- January–April workload is dramatically higher.
- Off-season preparation workload is low.
- Firm wants variable capacity.

## Year-round makes sense when the person can also support:

- Extensions
- Tax planning
- Bookkeeping
- Monthly accounting
- Client document management
- Payroll
- Year-end preparation

A Tax Preparation Assistant may become more valuable year-round when combined with other finance workflows.

For example, outside filing season they could help the broader team with:

- Document organization
- Bookkeeping cleanup
- 1099 preparation
- Tax planning workpapers

under appropriate supervision.

## Build the accounting base before tax season

Tax preparation becomes far easier when the books are already correct.

A strong CPA-firm workflow may use:

### Bookkeepers

Maintain client records.

Explore remote Bookkeepers →: https://www.hireslink.com/operations/finance-accounting/bookkeepers

### AP/AR Specialists

Maintain payables and receivables where the firm provides outsourced accounting.

Explore AP/AR talent →: https://www.hireslink.com/operations/finance-accounting/ap-ar-clerks

### GAAP Accountants

Own more complex accounting and close.

Explore US-GAAP Accountants →: https://www.hireslink.com/operations/finance-accounting/gaap-accountants

### Tax Preparation Assistants

Prepare return workpapers and drafts.

Explore Tax Preparation Assistants →: https://www.hireslink.com/operations/finance-accounting/tax-preparation-assistants

### Tax Accountants / CPAs

Review and handle complex issues.

This is more efficient than waiting until February and asking senior tax staff to clean an entire year's books before starting the return.

## How many returns can one Tax Preparation Assistant handle?

There is no responsible universal number.

Return complexity matters enormously.

Compare:

### Portfolio A

100 simple W-2 1040s.

### Portfolio B

100 returns involving:

- Schedule C
- Multiple rentals
- Brokerage transactions
- Multi-state filing
- K-1s

Portfolio B may require several times more work.

Instead of measuring only:

**returns per preparer**

track:

- Preparation hours
- Review notes per return
- Rework
- Turnaround time
- Complexity
- Client-document delays

## How should you measure Tax Preparation Assistant performance?

Useful metrics include:

### Returns prepared

But only when segmented by complexity.

### First-review acceptance rate

How often does the return come back with major corrections?

### Review-note count

This should decline as the employee learns the firm's standards.

### Turnaround time

How quickly does a complete file move from preparation to review?

### Missing-document identification

Are incomplete files identified early?

### Rework

How much Senior Accountant time is required after preparation?

### Security compliance

Does the worker follow:

- Portal
- Access
- Data handling

procedures consistently?

## The most important metric: reviewer hours saved

Imagine a Senior Tax Accountant spends:

**25 hours/week**

during filing season preparing standard returns.

Over:

**12 weeks**

that is:

**300 hours**

If that Senior Tax Accountant's compensation equivalent is:

**$50/hour**

the firm is using:

**$15,000**

of senior tax time for preparation work.

But the bigger problem is opportunity cost.

Those hours could instead support:

- Review
- Tax planning
- Advisory
- Client meetings

which may be far more valuable to the firm.

## When should you hire Tax Preparation Assistants?

Strong signals include:

### Partners are preparing routine returns

Partner time should generally be directed toward higher-value work.

### Reviewers are constantly behind

More preparation capacity can improve workflow.

### You turn away tax clients

Capacity is directly limiting revenue.

### Staff works excessive overtime each spring

The permanent team may be undersized for seasonal demand.

### Tax Managers spend more time preparing than reviewing

The staffing pyramid is too top-heavy.

### Client document chase consumes tax professionals' time

Delegate lower-value workflow administration.

## When should you NOT hire one?

You may need a Tax Accountant or CPA instead when:

- Returns are highly complex.
- Tax planning dominates the workload.
- Client advisory is the primary responsibility.
- IRS representation is required.
- Technical research is constant.
- Review, not preparation, is the bottleneck.

Adding more preparers will not fix a shortage of reviewers.

## Tax preparation staffing pyramid

A healthy tax function may look roughly like:

### Level 1 — Document / workflow support

Own:

- Intake
- Client chase
- Organization

### Level 2 — Tax Preparation Assistant

Own:

- Workpapers
- Draft returns
- Supporting schedules

### Level 3 — Senior Tax Accountant

Own:

- Complex preparation
- Review
- Technical issues

### Level 4 — Tax Manager

Own:

- Final review
- Team
- Client issues

### Level 5 — Partner / Tax Director

Own:

- Strategy
- Advisory
- High-value relationships

If your firm has too much work at Levels 4 and 5, the right answer may be:

**increase Levels 1 and 2**

rather than add another expensive senior hire.

## Which provider should you choose?

**Choose HiresLink** when you want a dedicated LATAM Tax Preparation Assistant working US hours, screened in your tax software, with staffing or direct-hire flexibility.

**Choose TaxStaff.com** when you're a CPA firm that wants another accounting-only LATAM staffing specialist.

**Choose Taxfyle** when you want to outsource a volume of returns to US-based CPAs and EAs rather than hire one employee.

**Choose Vintti** when you want a permanent or senior LATAM tax professional through a Finance & Accounting-focused recruiter.

**Choose Accountingfly** when your remote Tax Preparer must live in the US.

**Choose Paro** when you want flexible fractional or filing-season tax experts.

**Choose Robert Half** when you're hiring a US-based Tax Accountant with broader compliance and technical responsibilities.

**Choose Somewhere** when you want to compare tax talent across LATAM, South Africa, and the Philippines.

**Choose 1840 & Company** when tax support is one part of a broader international Finance & Accounting team.

**Choose Upwork** when the work is project-based and your internal tax leadership can personally handle vetting and supervision.

## Frequently asked questions

### What are the best places to hire remote Tax Preparation Assistants?

Strong options include HiresLink, TaxStaff.com, Taxfyle, Vintti, Accountingfly, Paro, Robert Half, Somewhere, 1840 & Company, and Upwork. The best provider depends on whether you want a dedicated employee, seasonal tax support, return-by-return outsourcing, US-based talent, or international staffing.

### What is the best place to hire LATAM Tax Preparation Assistants?

HiresLink is a strong option for US firms because it has a dedicated Tax Preparation Assistant service with 48-hour shortlists, US-tax-season experience, software-specific screening, US business-hour overlap, and managed staffing or direct-hire models.

### How much does HiresLink charge for a Tax Preparation Assistant?

HiresLink currently advertises Tax Preparation Assistants **from approximately $2,080/month**.

### What is HiresLink's hourly Tax Preparation Assistant benchmark?

The current role page uses approximately:

**$15/hour**

as its full-time planning rate.

### What does $15/hour equal full-time?

At 160 hours per month:

**$2,400/month**

or:

**$28,800/year**

The published $2,080 starting rate may use a different hours or engagement configuration.

### How much does a Tax Preparer make in the US?

Current BLS occupational projections data lists a median wage of approximately **$54,920/year** for Tax Preparers.

### How much does a Tax Accountant make?

Robert Half's current 2026 starting-compensation range for Tax Accountants is approximately **65,750–94,000**, with a midpoint of **$74,750**.

### How much does a Senior Tax Accountant make?

Robert Half currently reports approximately **85,000–117,000**, with a midpoint around **$102,500**.

### How much does a freelance Tax Preparer cost?

Upwork currently reports typical Tax Preparer marketplace rates around **40–80/hour**, although individual rates vary materially.

### What forms should a Tax Preparation Assistant know?

For many US CPA firms, common returns include:

- Form 1040
- Form 1065
- Form 1120
- Form 1120-S
- K-1 schedules

The exact mix depends on the firm's client base.

### What tax software should a remote preparer know?

Common platforms include **Drake Tax, Lacerte, UltraTax CS, ProConnect, ProSystem fx, and TaxDome**.

### Can HiresLink screen for our exact tax software?

Yes. HiresLink's current Tax Preparation Assistant service screens candidates for the client's existing tax-software stack before the shortlist.

### Can a LATAM Tax Preparation Assistant prepare US returns?

Yes, if they have relevant US tax experience and their work is structured appropriately under the firm's review process. Firms should verify return experience, PTIN requirements, supervision, credentials, and signing responsibilities before onboarding.

### Does a Tax Preparation Assistant need a PTIN?

It depends on the work. IRS rules generally require a PTIN when someone is compensated for preparing or substantially assisting in preparing all or substantially all of a federal tax return. Purely mechanical assistance can fall under an exception. Firms should review the exact role against current IRS guidance.

### Does having a PTIN mean someone is a CPA?

No. A PTIN is not the same as CPA or enrolled-agent credentials.

### Can a non-CPA prepare returns?

Yes, subject to IRS requirements. Credentials affect areas such as representation rights, and firms should verify PTIN and supervision requirements for the work being performed.

### Can a remote Tax Preparation Assistant sign a client's return?

Do not assume so. Signing responsibility depends on the individual's role, PTIN status, credentials, and applicable IRS rules. The engagement should define who prepares, reviews, and signs each return.

### Is tax preparation safe to outsource?

It can be, but firms need rigorous information-security controls. Tax professionals are subject to federal data-security requirements and should maintain a Written Information Security Plan, appropriate access controls, and secure document-handling procedures.

### What is a WISP?

A WISP is a **Written Information Security Plan**. The IRS and Security Summit have repeatedly reminded tax professionals that protecting taxpayer data requires a documented security program.

### Can Tax Preparation Assistants work only during tax season?

Yes. Seasonal staffing can work particularly well for this role. HiresLink currently supports substantial January–April capacity increases for CPA firms.

### Can they also work year-round?

Yes. Depending on experience, they can support:

- Extensions
- Client-document management
- Tax planning workpapers
- Bookkeeping cleanup
- Year-end organization

outside peak filing season.

### Is LATAM better than the Philippines for tax preparation?

Neither region is universally better. LATAM tends to offer stronger real-time US business-hour overlap, while the Philippines can support extended-hour or overnight workflows. Choose according to how much live communication the role requires.

### How quickly can HiresLink find Tax Preparation Assistants?

HiresLink currently advertises a **48-hour shortlist**, with many clients interviewing candidates during the first week and onboarding in approximately **7–14 days**.

### Can HiresLink hire the rest of our accounting team?

Yes. HiresLink's Finance & Accounting network (https://www.hireslink.com/operations/finance-accounting) also includes:

- Bookkeepers: https://www.hireslink.com/operations/finance-accounting/bookkeepers
- GAAP Accountants: https://www.hireslink.com/operations/finance-accounting/gaap-accountants
- AP/AR Specialists: https://www.hireslink.com/operations/finance-accounting/ap-ar-clerks
- Payroll Specialists: https://www.hireslink.com/operations/finance-accounting/payroll-specialists
- Senior accounting and Controller-level talent

### Does HiresLink support permanent direct hiring?

Yes. HiresLink's direct-hire service (https://www.hireslink.com/services/headhunting-pro) currently charges **20% of first-year compensation**, with the kickoff credited against the successful placement invoice.

### Does HiresLink provide managed staffing?

Yes. Its Staffing & HR Management service (https://www.hireslink.com/services/staff-augmentation) supports sourcing, vetting, international employment, payroll coordination, HR, onboarding, and replacement coverage.

## Get the September 2026 LATAM Talent Intelligence Report

Compare compensation, candidate availability, English proficiency, geography, seniority, and hiring speed across Latin America.

Current Finance & Accounting data (https://www.hireslink.com/operations/finance-accounting) includes:

- US-GAAP Accountants
- Bookkeepers
- AP/AR Specialists
- Payroll Specialists
- Tax Preparation Assistants
- Controller-level talent

**Explore the LATAM Talent Intelligence Report →**: https://www.hireslink.com/resources/latam-talent-intelligence-2026

* * *

_Need more filing-season capacity without turning every routine return into a 75K–100K US tax hire?_

**Hire Remote Tax Preparation Assistants →**: https://www.hireslink.com/operations/finance-accounting/tax-preparation-assistants
·
**Get a 48-Hour Shortlist →**: https://www.hireslink.com/hiring-form

You can also review Finance & Accounting staffing options (https://www.hireslink.com/operations/finance-accounting), compare current operations pricing (https://www.hireslink.com/operations/pricing), explore LATAM salary benchmarks (https://www.hireslink.com/latam-salaries), or hire US-GAAP Accountants (https://www.hireslink.com/operations/finance-accounting/gaap-accountants) when you need broader accounting ownership beyond tax preparation.

## Related articles

- How Much Does It Cost to Hire a Remote Tax Preparation Assistant in 2026?: https://www.hireslink.com/blog/cost-to-hire-remote-tax-preparation-assistant-2026
- 10 Best Places to Hire Remote Senior Accountants in 2026: https://www.hireslink.com/blog/best-places-hire-remote-senior-accountants-2026
- How Much Does It Cost to Hire a Remote Senior Accountant in 2026?: https://www.hireslink.com/blog/cost-to-hire-remote-senior-accountant-2026
- 10 Best Places to Hire Remote Staff Accountants in 2026: https://www.hireslink.com/blog/best-places-hire-remote-staff-accountants-2026
- How Much Does It Cost to Hire a Remote Staff Accountant in 2026?: https://www.hireslink.com/blog/cost-to-hire-remote-staff-accountant-2026
- 10 Best Places to Hire Remote Accounting Managers in 2026: https://www.hireslink.com/blog/best-places-hire-remote-accounting-managers-2026
- How Much Does It Cost to Hire a Remote Accounting Manager in 2026?: https://www.hireslink.com/blog/cost-to-hire-remote-accounting-manager-2026
- 10 Best Places to Hire Remote GAAP Accountants in 2026: https://www.hireslink.com/blog/best-places-hire-remote-gaap-accountants-2026
- 10 Best Places to Hire Remote Payroll Specialists in 2026: https://www.hireslink.com/blog/best-places-hire-remote-payroll-specialists-2026

## Sources

### HiresLink tax and Finance & Accounting data

- HiresLink — Hire Remote Tax Preparation Assistants (https://www.hireslink.com/operations/finance-accounting/tax-preparation-assistants). Current September 2026 pricing from $2,080/month, $15/hour planning rate, 48-hour shortlist, 1040/1120/1120-S/1065/K-1 scope, Drake/Lacerte/UltraTax/ProConnect/TaxDome screening, seasonal capacity, vetting, US-timezone coverage, security controls and current replacement terms.
- HiresLink — Finance & Accounting Staffing (https://www.hireslink.com/operations/finance-accounting). Current Finance & Accounting role coverage, applicant volume, software stack, pricing, US-workflow screening and international employment model.
- HiresLink — Operations Pricing (https://www.hireslink.com/operations/pricing). Current starting rates for Tax Preparation Assistants, GAAP Accountants, Bookkeepers, AP/AR Specialists, Payroll Specialists and related operations roles.
- HiresLink — LATAM Talent Intelligence Report 2026 (https://www.hireslink.com/resources/latam-talent-intelligence-2026). Current LATAM compensation, geography, English, seniority, candidate-supply and hiring-speed benchmarks.
- HiresLink — LATAM Salary Benchmarks (https://www.hireslink.com/latam-salaries). Current role and country salary information.
- HiresLink — Staffing & HR Management (https://www.hireslink.com/services/staff-augmentation). Current lower-of-$800-or-25% management structure, $500 credited kickoff, payroll/HR support and replacement model.
- HiresLink — Headhunting Pro (https://www.hireslink.com/services/headhunting-pro). Current direct-hire structure, 20% first-year compensation placement fee and credited kickoff.

### US tax employment, preparer and security sources

- US Bureau of Labor Statistics — Occupational Projections and Worker Characteristics (https://www.bls.gov/emp/tables/occupational-projections-and-characteristics.htm). Current Tax Preparer median wage of approximately $54,920 and 2025–2035 employment projections.
- Robert Half — Tax Accountant Salary 2026 (https://www.roberthalf.com/us/en/job-details/tax-accountant). Current US Tax Accountant starting range of 65,750–94,000 and midpoint of $74,750.
- Robert Half — Senior Tax Accountant Salary 2026 (https://www.roberthalf.com/us/en/job-details/senior-tax-accountant). Current 85,000–117,000 Senior Tax Accountant starting range and $102,500 midpoint.
- IRS — PTIN Requirements for Tax Return Preparers (https://www.irs.gov/tax-professionals/ptin-requirements-for-tax-return-preparers). Current 2026 PTIN requirements and application/renewal information.
- IRS — Do I Need a PTIN? (https://www.irs.gov/tax-professionals/frequently-asked-questions-do-i-need-a-ptin). Current guidance distinguishing substantive preparation from typing, reproduction and other mechanical assistance.
- IRS — Understanding Tax Return Preparer Credentials and Qualifications (https://www.irs.gov/tax-professionals/understanding-tax-return-preparer-credentials-and-qualifications). Current distinction between PTIN holders, CPAs, attorneys, enrolled agents and representation rights.
- IRS — Due Diligence Requirements for Tax Preparers (https://www.irs.gov/tax-professionals/eitc-central/due-diligence-requirements-for-tax-preparers). Current Form 8867 and paid-preparer due-diligence guidance.
- IRS — Protect Your Clients; Protect Yourself (https://www.irs.gov/tax-professionals/protect-your-clients-protect-yourself). Current taxpayer-data security guidance for tax professionals.
- IRS — Written Information Security Plans Are Essential for Tax Pros (https://www.irs.gov/newsroom/written-information-security-plans-are-essential-for-tax-pros). June 2026 WISP guidance for tax practices.
- IRS — Publication 4557: Safeguarding Taxpayer Data (https://www.irs.gov/pub/irs-pdf/p4557.pdf). Current taxpayer-data security guidance and safeguards for tax professionals.

### Provider research

Official tax preparation, CPA staffing, accounting recruiting, outsourcing and talent information from the following providers was reviewed in September 2026:

- TaxStaff.com
- Taxfyle
- Vintti
- Accountingfly
- Paro
- Robert Half
- Somewhere
- 1840 & Company
- Upwork

Direct competitor URLs are intentionally not included in the comparison body so prospective hiring clients remain within the HiresLink resource ecosystem while researching their options.

_Tax Preparation Assistant responsibilities vary significantly between firms. A worker performing document organization and mechanical entry is not equivalent to a compensated individual substantively preparing all or substantially all of a federal tax return. PTIN, signing, due-diligence, representation and supervision requirements therefore depend on the actual work performed, not merely the employee's title. HiresLink's $2,080/month figure is a published starting service price, while the $15/hour and $2,400/month figures represent a separate full-time planning configuration. The $58,000 US salary and $46,600 annual savings figures come from HiresLink's own cost calculator rather than a government wage estimate. Firms should confirm their responsibilities under current IRS rules, Circular 230 where applicable, professional standards, data-security requirements and state law before assigning tax preparation work._

### About HiresLink Team

Expert insights from the HiresLink team on hiring LATAM tech talent, remote work, and building distributed teams.

### Table of Contents

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