Role: Tax ExpertLocation: RemoteJob OverviewWe 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 ResponsibilitiesPrepare 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 QualificationsProfessional 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 QualificationsPrevious 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.
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📌 Tax Specialist (Heroica Puebla de Zaragoza)
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📍 Heroica Puebla de Zaragoza
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