Can they scale up for January–April?
Yes — seasonal scale-up to 3x baseline is a standard engagement pattern. We pre-stage capacity in November.
How much does it cost to hire a remote Tax Preparation Assistant through HiresLink?
Tax Preparation Assistants start at $2,080/mo per month in salary, with no upfront fee. A comparable in-house tax preparation assistant in the US averages about $58K per year before payroll taxes, benefits, software seats and office overhead, so most finance teams save roughly 57% on the same scope of work. Staffing adds a monthly management fee equal to the lower of $800 or 25% of the monthly salary (3-month minimum, 15-day notice). Direct hire is a one-time 20% of annual salary.
What is included in the monthly rate for a Tax Preparation Assistant?
The flat rate covers sourcing, AI + human vetting, skills testing, reference checks, contracting, payments in local currency, compliance paperwork and ongoing HR support. You get a dedicated tax preparation assistant working your hours on Drake Tax, Lacerte, UltraTax CS, ProConnect — not a shared pool or a ticket queue.
How fast can we hire a Tax Preparation Assistant?
You receive a shortlist in 5 business days of your intake call. Most finance clients interview 2-3 pre-vetted tax preparation assistants in the first week and have someone onboarded in 7-14 days, because candidates are already tested on 1040 individual preparation, 1120/1120S corporate prep, 1065 partnership prep & K-1.
How do you vet tax preparation assistants?
Every candidate passes a four-stage screen: AI-assisted resume and background parsing, a live English interview (C1 level or above), a hands-on software test in Drake Tax, Lacerte, UltraTax CS, and two verified employer references. Only the top ~3% of applicants reach your shortlist.
What time zone do tax preparation assistants work in?
Talent is based in Latin America (Argentina, Colombia, Mexico, Brazil), so they work US Eastern, Central, Mountain or Pacific business hours with full real-time overlap. Your tax preparation assistant joins your standups, answers Slack during your day and closes work in the same cycle as your onsite team.
Which tools and software can a Tax Preparation Assistant work in?
Our finance bench works daily in Drake Tax, Lacerte, UltraTax CS, ProConnect, TaxDome. If your stack is different, we screen specifically for it before the shortlist — day-to-day responsibilities include Prepare returns for CPA review, Build supporting schedules and worksheets, Chase client documents in season.
Is it secure and compliant to work with a remote Tax Preparation Assistant?
Yes. Every contractor signs an NDA and a confidentiality agreement, works through access you control (SSO, least-privilege roles, no local data storage) and is trained on GAAP, W-8BEN, EOR, USD flat rate. We handle local contracts, invoicing and tax documentation so there is no misclassification risk on your side.
What if the Tax Preparation Assistant is not a fit?
On staffing, we replace them with no additional recruiting fee for as long as the engagement is active (3-month minimum, 15-day standard notice). On direct hire, replacement is guaranteed for 90 days. HiresLink staffs bilingual remote tax preparation assistants from Latin America for US CPAs and small businesses preparing 1040, 1120, 1065 returns in Drake, Lacerte, and UltraTax with EOR compliance and USD flat-rate pricing starting at $15/hr.
Do your tax preparation assistants know Drake Tax?
Yes. Drake Tax is a standard requirement on our finance bench — candidates complete a hands-on test inside Drake Tax before they reach your shortlist, and most also work in Lacerte. If you run a different platform, tell us at intake and we screen specifically for it.