A nearshore Tax Associate from Latin America supports the tax team with data gathering, workpaper organization, and first-pass preparation of individual and small business returns, under a senior preparer’s review. South Offices places pre-vetted, bilingual Tax Associates aligned to U.S. time zones, with shortlists in about 72 hours and onboarding in 14–21 days. Because the associate works during your business day, missing documentation gets resolved the same cycle instead of stalling the return.
See all roles we staff.
A nearshore Tax Associate is an entry-level tax professional sourced from Latin America who supports return preparation, organizes workpapers, gathers client data, and works within the client’s existing tax workflow and tools.
Unlike offshore tax support in India or the Philippines, a nearshore hire from LATAM is available during U.S. business hours for same-day documentation follow-ups, data gathering, and review communication.
South Offices specializes in placing Tax Associates with U.S. CPA firms and accounting departments, with a vetting process that screens for:
U.S. accounting firm owners, CPA firm partners, tax managers, and senior tax professionals evaluating nearshore tax support. It covers what a nearshore Tax Associate does, how the hiring process works through South Offices, and what the onboarding process looks like in practice.
A Tax Associate placed by South Offices supports the tax team with client data gathering, workpaper organization, document tracking, and first-pass preparation of individual and small business returns. They work under the review of a senior preparer, Tax Manager, or CPA and follow the firm’s existing checklists and preparation standards.
They work within the firm’s existing tax software and review cadence, not a separate workflow that needs to be managed differently. The role is designed to add entry-level preparation capacity during busy season while allowing senior tax professionals to focus on review and more complex return work.
| Core skills | Data gathering Workpaper organization Return preparation support Document tracking Tax data entry Checklist-driven preparation |
| Tax tools | ProSeries Drake |
| Supporting tools | Excel Google Sheets Document management tools |
| Communication | Fluent English — written and verbal Slack Email Video calls |
| Best for | Firms expanding tax season capacity at the entry level, under existing preparer review |
South Offices manages the full sourcing, vetting, and onboarding process. Once role requirements are submitted, 1–2 shortlisted candidates are delivered within about 72 hours. The client interviews and selects, and before the hire’s first day South Offices runs a workflow mapping session that covers tax software access, return types, documentation requirements, review cadence, communication norms, and escalation paths. Full onboarding is completed in 14–21 days. The goal of the mapping session is simple: the hire integrates into what the firm already has, not the other way around.
The main operational difference is time zone. With offshore tax support in India or the Philippines, missing documents and data questions can create a next-day review loop that slows return preparation.
A nearshore Tax Associate from LATAM works in U.S. time-zone overlap, allowing documentation requests, missing information, and preparation questions to be resolved during the same business day. For firms managing high return volume during busy season, that means fewer delays between data gathering, preparation, and review. For a deeper comparison, see nearshore vs. offshore explained.
Looking for a Tax Associate to expand your busy-season capacity?
Tell us your workflow and we’ll shortlist candidates in 72 hours.
