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 ****
Filing status
Dependents and qualifying children
W-2 and **** 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 **** 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.
#J-*****-Ljbffr

📌 Remote U.S. Tax Preparation Instructor (Santa Fe)
🏢 Moran Agencies
📍 Santa Fe