Tax Specialist

Programming.com; Mexico; Remote; MXN 743,000 - 1,300,000; Full time

Job summary

Programming.com is seeking a Tax Expert based in Mexico to support U.S. individual income tax preparation and deliver exceptional service. You will handle Form 1040, provide guidance, and work with clients via video, phone, and chat.

Ideal candidates have at least 2 years of hands-on U.S. tax prep experience, strong knowledge of U.S. taxation, and conversational English tested on live calls. EA/CPA not required, remote position.

Qualifications

• Experience preparing U.S. individual tax returns (Form 1040).
• Solid knowledge of U.S. individual income taxation.
• Conversational English proficiency (live call).
• Customer-facing experience and ability to work remotely.

Responsibilities

• Prepare U.S. individual tax returns (1040) for customers.
• Answer questions regarding U.S. tax preparation.
• Provide customer support via video, phone, and chat.
• Research and resolve tax-related questions.
• Assist customers with tax software and basic tech issues.
• Document customer interactions and resolutions clearly.
• Deliver timely, accurate, high-quality service.

Skills

Customer service

English proficiency

Tax knowledge

Communication

Tools

Lacerte

ProSeries

Drake

UltraTax

Job description

Role: Tax Expert
Location: Remote

Job Overview
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 ideal 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.

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.