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 ****)
, 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 ****)
.
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 ****).
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.
Preferred Qualifications
Previous experience working with
U.S. CPA firms
or U.S. tax preparation service providers.
Experience with
Lacerte, ProSeries, Drake, or UltraTax
.
Strong communication and problem-solving skills.
Experience supporting U.S. customers remotely.

📌 Tax Expert (Xico)
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