We are seeking experienced U.S. Tax Preparation Professionals based in Mexico to support U.S. individual income tax preparation and provide exceptional customer service.
The adecuado candidate will have at least 2 years of hands-on experience preparing U.S. individual income tax returns (Form 1040), strong knowledge of U.S. individual taxation, conversational English skills, and experience interacting with customers.
EA/CPA certification is NOT required.
Key Responsibilities
- Prepare and assist customers with U.S. individual income tax returns (Form 1040).
- Answer customer questions regarding U.S. individual tax preparation.
- Provide professional customer support through video, phone, and chat.
- Research and resolve complex tax-related questions.
- Assist customers with tax preparation software and basic technical issues.
- Maintain accurate documentation of customer interactions and resolutions.
- Deliver timely, accurate, and high-quality customer service.
Required Qualifications
- Professional experience preparing U.S. individual tax returns (Form 1040).
- Strong working knowledge of U.S. individual income taxation.
- Conversational English proficiency (assessed through a live call).
- Previous customer-facing experience.
- Comfortable working with tax preparation software and multiple computer applications.