Remote US Personal Tax Specialist

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