Job Description:
Job Title: Tax Agent.
Job Type: Contract-Based.
Location: Remote (USA preferred; open to Europe, Canada, and India).
Job Summary:
- Join our customer’s team as a Tax Agent and play a crucial role in the preparation, review, and validation of U.S. personal tax filings.
- This position is ideal for tax professionals who pride themselves on accuracy, compliance, and clear written and verbal communication in a collaborative, remote-first environment.
Key Responsibilities:
- Review and validate U.S. personal tax forms for completeness, accuracy, and adherence to compliance standards.
- Prepare and support the processing of individual tax filings with meticulous attention to detail.
- Analyze financial and tax-related data to ensure precision in reporting.
- Annotate and structure tax information to align with project and regulatory requirements.
- Maintain an up-to-date understanding of U.S. personal tax laws and best practices.
- Communicate proactively with team members and stakeholders using strong written and verbal skills in a remote setting.
- Identify discrepancies or potential issues, escalating them for thorough review and resolution.
Required Skills and Qualifications:
- Proven experience in U.S. personal tax preparation and filing.
- In-depth knowledge of U.S. individual tax forms, such as 1040 and related schedules.
- Demonstrated expertise reviewing tax documents for accuracy and compliance.
- Exceptional attention to detail and analytical thinking.
- Excellent written and verbal communication skills, essential for remote collaboration.
- Ability to work independently, manage deadlines, and maintain productivity in a remote environment.
Preferred Qualifications:
- Background as a tax preparer, especially with firms like H&R Block, Intuit, or similar organizations.
- Familiarity with tax software such as TurboTax, Drake, or comparable platforms.
- Experience with data annotation or managing structured financial data, especially in complex or multi-faceted individual tax scenarios.
Location: Remote - United States, Canada, India
Skills required for this job:
• Data Annotation
• Financial taxation
• Tax compliance