Tax Specialist

Programming.com; Puebla de Zaragoza; Remote; MXN 300,000 - 520,000; Full time

Job summary

Programming.com is seeking an experienced Tax Expert to support U.S. individual income tax preparation for customers based in Mexico. The role emphasizes handling Form 1040 filings, providing high-quality support, and ensuring accurate documentation while engaging with customers across video, phone, and chat.

The ideal candidate has hands-on experience with Form 1040 and a strong understanding of U.S. taxation, plus conversational English and prior customer-facing experience.

Qualifications

• Experience preparing U.S. individual tax returns (Form 1040).
• Strong knowledge of U.S. individual taxation.
• Conversational English proficiency (assessed via live call).
• Previous customer-facing experience.

Responsibilities

• Prepare and assist customers with U.S. individual income tax returns (Form 1040).
• Answer customer questions regarding U.S. tax preparation.
• Provide professional customer support via video, phone, and chat.
• Research and resolve complex tax-related questions.
• Assist customers with tax software and basic technical issues.
• Maintain accurate documentation of customer interactions and resolutions.
• Deliver timely, accurate, high-quality customer service.

Skills

US tax returns (1040)

US individual taxation

Conversational English

Customer-facing experience

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.