US Tax Preparer

Key Responsibilities :

• Handle customer interactions through live chat in a timely, professional, and accurate manner.
• Assist customers with questions related to U.S. individual income tax returns.
• Independently resolve customer inquiries while delivering an exceptional customer experience.
• Achieve first-contact resolution whenever possible.
• Maintain accurate documentation and detailed chat notes for future reference.
• Provide guidance and recommended next steps while ensuring compliance with U.S. tax laws and regulations.
• Meet established service levels, productivity, and quality standards.

Required Skills & Experience :

• Minimum 3 years of hands-on experience in preparing, reviewing, or supporting:

• Form 1040

• Form 1040-NR

• Form 1040-SR

• Working knowledge of U.S. Tax Live / Expert Assist service models.

• Strong understanding of U.S. individual taxation and compliance requirements.

• Ability to explain technical tax matters in simple, customer-friendly language.

• Strong analytical, problem-solving, and customer service skills.

• Experience working in a live chat or customer support environment is preferred.

Educational Qualification :

• Bachelor's Degree in Accounting, Finance, Commerce, or related field.
• MBA (Accounting/Finance) preferred.

Language & Communication Skills:

• Excellent written and verbal English communication skills.
• Ability to communicate clearly, concisely, and professionally through chat.
• English proficiency at B2+ level or higher.

Preferred Attributes:

• Customer-centric mindset.
• Strong attention to detail and accuracy.
• Ability to work independently in a fast-paced environment.
• Strong documentation and case management skills.

If you are passionate about U.S. taxation and enjoy helping customers solve complex tax issues, we'd love to hear from you. Apply now!