Remote U.S. Tax Preparation Instructor

Moran Agencies; United States; Remote; USD 4,000 - 6,000; Full time

Job summary

Moran Agencies seeks an experienced U.S. Tax Preparation Instructor to lead an 8-week live virtual training program via Zoom for about 10 students.

The role focuses on practical instruction, real-world examples, and mock tax returns to help beginners become confident tax preparers. This position emphasizes teaching, coaching, and responsiveness to student questions, with potential employment opportunities for high-performing students after program completion.

Qualifications

• Professional experience preparing U.S. individual income tax returns.
• Strong knowledge of Form 1040 and common tax situations.
• Excellent spoken and written English.
• Strong communication and presentation skills.
• Reliable high-speed Internet and professional Zoom setup.
• Ability to teach concepts to beginners.
• Dependable and professional.

Responsibilities

• Conduct live and interactive Zoom classes.
• Explain U.S. tax concepts in a simple, beginner-friendly way.
• Provide practical examples and mock tax returns.
• Assign and review homework and practice exercises.
• Administer quizzes and assessments.
• Answer student questions and provide coaching.
• Track attendance, participation and progress.
• Evaluate students on accuracy, tax knowledge, communication, professionalism and coachability.
• Provide management with a final evaluation of each student's readiness for potential employment.

Skills

Teaching

Coaching

Zoom proficiency

English communication

Education

PTIN/EA/CPA credentials (preferred)

Tools

Zoom

Tax software

Job description

About the Position

We are looking for an experienced and engaging U.S. Tax Preparation Instructor to lead an 8-week live virtual training program via Zoom for approximately 10 students.

The goal of the program is to teach beginners the fundamentals of preparing U.S. individual income tax returns through practical instruction, real-world examples, and mock tax returns.

This is more than a lecture-based class. We are looking for an instructor who enjoys teaching, coaching, answering questions, and helping beginners develop into confident tax preparers.

Our company may offer employment opportunities to high-performing students after successfully completing the program.

What You Will Teach

• The 8-week curriculum will cover topics including:
• U.S. individual income tax fundamentals
• Form 1040
• Filing status
• Dependents and qualifying children
• W-2 and 1099 income
• Common adjustments and deductions
• Earned Income Tax Credit (EITC)
• Child Tax Credit and other common credits
• Schedule C and basic self-employment income
• Taxpayer interviews and document review
• Due diligence and common tax preparation mistakes
• Practice tax returns and mock client scenarios

Responsibilities

• Conduct live and interactive Zoom classes
• Explain U.S. tax concepts in a simple, beginner-friendly way
• Provide practical examples and mock tax returns
• Assign and review homework and practice exercises
• Administer quizzes and assessments
• Answer student questions and provide coaching
• Track attendance, participation and progress
• Evaluate students on accuracy, tax knowledge, communication, professionalism and coachability
• Provide management with a final evaluation of each student's readiness for potential employment

Qualifications

Required:

• Professional experience preparing U.S. individual income tax returns
• Strong knowledge of Form 1040 and common individual tax situations
• Excellent spoken and written English
• Strong communication and presentation skills
• Reliable high-speed internet and professional Zoom setup
• Ability to teach and explain concepts to beginners
• Dependable and professional

Preferred:

• Previous experience teaching or training tax preparers
• Experience working remotely with a U.S.-based tax preparation company
• Experience with professional U.S. tax preparation software
• PTIN, EA, CPA, AFSP participation, or other relevant U.S. tax credentials/experience

We are looking for someone who can teach, motivate and develop the next generation of tax preparers.