Individual Return Workpapers
Manager · Tax Preparation Support · Remote · Portugal
- Company
- Property and casualty insurer for travel · 51–200 employeesCL-76266 · based in Amadora
- Where
- Remote · Portugal
- Format
- Task bundle
- Time needed
- 8–12 h a month
- Start
- Starts within 2 weeks
- Level
- Manager · 7-12 years
- When you work
- Evenings or weekends1 h a week overlap with Lisbon time
The company is already looking at 5 profiles for this task. It is still open: new profiles are added to the shortlist until the company decides.
13 professionals have asked about this task1,445 tasks of this type completed on Deftridge
About this task
This property and casualty insurer for travel (51–200 employees) is looking for a manager Tax Preparation Support for a monthly bundle of recurring tasks, 8–12 h a month. Collects source documents and prepares workpapers for review.
A named list of recurring items keeps the month predictable for both sides. It is an insurer, so accuracy and an audit trail come before speed.
The work is fully remote. Any location in Portugal works, with a few hours of overlap with the team's day. Evenings or weekends are fine, as long as the agreed weekly output is there. About 1 hour a week should overlap with the team's day (Lisbon time).
What you deliver
- Prepare workpapers for 20 individual returns from client documents, with open questions listed for the preparer.
- A running log of open questions, reviewed at the start of each week
- A month-end summary with hours used against the cap
- The monthly list of items completed, each with a link to the result
What a month looks like
- Start of month: the company shares the items and the priorities
- Mid-month: progress check of 15 minutes
- Month end: hours used against the cap, results and open items
Duration: 6 months, with a monthly hours cap. Accepted on the company's written OK. If something is missed, you fix it in the same week at no extra charge to either side.
Tools
Who fits
- 7-12 years of hands-on work as a Tax Preparation Support, or the equivalent mix of roles
- Comfortable working in CCH Axcess, Lacerte and Excel
- A professional qualification is required for any sign-off; the company keeps the final signature, you prepare and review.
- Your own work history stays private; the company sees a first name, your field and a rate
Nice to have
- Has worked with a distributed team across time zones
- A habit of asking one clarifying question early rather than five late
Not included
- Anything that needs a signature in your own name unless the brief says so
- Managing other contractors or employees
- A signature or opinion in your own name: sign-off stays with the company
How you get paid
- The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
- Deftridge pays you in EUR after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
- You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
- You never chase the company. Questions about money go to Deftridge.
What happens after you say you're interested
- Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
- You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
- With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
- StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.
What the company sees about you
First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.
- Experience
- 7-12 years in finance & accounting
- Tools
- CCH Axcess, Lacerte, Excel
- Offers
- 10 hours a month, weekday evenings
- Rate
- €32 an hour, agreed with the recruiter
How this rate compares
The midpoint of this range, €32 an hour, is above the median manager Tax Preparation Support rate in Portugal (€30). The shaded band is the 25th to 75th percentile of the market.
All Tax Preparation Support jobs in Portugal · Tax Preparation Support rates in Portugal · Finance & Accounting jobs
Questions about pay and privacy
The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.
CL-76266 is the Deftridge code for this company. Its name is shared only after you agree to an introduction, and you decide whether to go ahead.