Tax Specialist

Programming.com; Xico; Remote; MXN 300,000 - 480,000; Full time

Job summary

Programming.com in Mexico is seeking a Tax Expert to support U.S. individual income tax preparation remotely. The role requires at least 2 years of hands-on Form 1040 experience, and strong knowledge of U.S. taxation, with conversational English and customer-facing skills.

EA/CPA certification is NOT required. You will work with tax software and deliver high-quality customer service via video, phone, and chat, while maintaining accurate records of customer interactions and resolutions.

Qualifications

• Hands-on experience preparing U.S. Form 1040 tax returns.
• Strong knowledge of U.S. individual taxation.
• Conversational English proficiency (live call).
• Previous customer-facing experience.
• Comfortable with tax software and multiple computer applications.

Responsibilities

• Prepare and assist customers with U.S. Form 1040 tax returns.
• Answer customer questions regarding U.S. 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.

Skills

U.S. tax preparation

Form 1040 experience

Customer-facing experience

English conversation

Tax software familiarity

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.