At a Glance
- Tasks: Prepare and review US personal tax returns while communicating with clients.
- Company: Join a dynamic team in a fully remote, flexible work environment.
- Benefits: Competitive salary, performance bonuses, and health benefits.
- Other info: Enjoy learning opportunities and work on high-scale projects.
- Why this job: Make a real impact by helping individuals navigate their tax obligations.
- Qualifications: 2+ years of tax preparation experience and strong communication skills.
The predicted salary is between 40000 - 68000 € per year.
We are hiring a Tax Representative to prepare and review US personal tax returns. The role combines deep US tax expertise with strong client communication — helping individuals file accurately, on time, and with the right deductions claimed.
Key Responsibilities
- Prepare federal and state individual income tax returns (1040 and related forms)
- Review prior-year returns and identify amendment or planning opportunities
- Communicate with clients to gather documentation and explain returns
- Maintain compliance with IRS regulations and state tax requirements
- Research tax positions and document conclusions
- Stay current on tax law changes and IRS guidance
Required Skills and Qualifications
- 2+ years preparing US personal tax returns
- Strong working knowledge of the Internal Revenue Code, federal forms, and major state returns
- Familiarity with tax preparation software (Drake, Lacerte, ProSeries, UltraTax)
- Active PTIN required; CPA or EA preferred
- Excellent attention to detail and accuracy
- Strong written communication and client service skills
What You'll Bring
- Sharp analytical thinking and an instinct for spotting anomalies in data
- Strong written communication and the ability to translate numbers into narrative
- High attention to detail and unwavering accuracy under deadline pressure
- Comfort working asynchronously across time zones
What We Offer
- Fully remote, flexible work hours
- Performance-based bonus structure
- Annual learning & development stipend
- Health and wellness benefits (varies by location)
- Opportunity to work on high-scale, real-world impact projects
Tax Representative (US Personal Tax) in Watford employer: Sourced
As a Tax Representative at our company, you will enjoy the benefits of a fully remote position with flexible work hours, allowing for a healthy work-life balance. We prioritise employee growth through an annual learning and development stipend, alongside a performance-based bonus structure that rewards your hard work. Join a supportive work culture that values diversity and inclusion, where your expertise in US personal tax can make a real impact on clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Representative (US Personal Tax) in Watford
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field and let them know you're on the hunt for a Tax Representative role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the Internal Revenue Code and recent tax law changes. We want you to feel confident discussing your expertise and how it applies to the role.
✨Tip Number 3
Showcase your client communication skills! During interviews, share examples of how you've effectively communicated complex tax concepts to clients. This will highlight your ability to connect with individuals and help them understand their returns.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Tax Representative (US Personal Tax) in Watford
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Tax Representative role. Highlight your experience with US personal tax returns and any relevant software you've used. We want to see how your skills match what we're looking for!
Show Off Your Communication Skills:Since this role involves a lot of client interaction, it's crucial to demonstrate your strong written communication skills. Use clear and concise language in your application to show us you can translate complex tax concepts into easy-to-understand terms.
Be Detail-Oriented:Attention to detail is key in tax preparation. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the accuracy we expect in our team.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Sourced
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of the Internal Revenue Code and the specific forms you'll be working with, like the 1040. Being able to discuss recent tax law changes will show that you're not just familiar with the basics but also engaged with the current landscape.
✨Client Communication is Key
Since this role involves a lot of client interaction, practice explaining complex tax concepts in simple terms. You might even want to role-play with a friend to get comfortable with how you’ll gather documentation and explain returns clearly.
✨Show Off Your Attention to Detail
Prepare to demonstrate your meticulousness during the interview. Bring examples of how you've caught errors in past tax returns or how you've ensured compliance with IRS regulations. This will highlight your ability to maintain accuracy under pressure.
✨Familiarise Yourself with Tax Software
If you have experience with tax preparation software like Drake or Lacerte, be ready to discuss it. If you haven't used them before, do a bit of research or even try out a demo version to show your willingness to learn and adapt.
