[Hiring] Instructor – U.S. Tax, Accounting & Professional Skills Training @Business Financial Group

Role Description

This is a remote position.

We are seeking an experienced and passionate Instructor to lead the BFG Tax School India program and help develop highly skilled, production-ready professionals.

The Instructor will be responsible for designing and delivering comprehensive training in:

• U.S. taxation
• Accounting
• Bookkeeping
• Accounting software
• Excel
• Professional communication
• Workplace readiness

Key Responsibilities

• Teach U.S. Tax Fundamentals:
  • Individual Tax Returns (Form 1040)
  • Filing Status
  • Dependents
  • Standard Deduction
  • Itemized Deductions
  • W-2 Forms
  • 1099 Forms
  • 1098 Forms
  • Schedule K-1
  • Tax Credits
  • Schedule C
  • Rental Income Basics
  • Introduction to:
    • Form 1120
    • Form 1120-S
    • Form 1065
  • IRS Notices
  • IRS Transcripts
  • Tax Documentation Standards
  • Tax Return Review Procedures
  • Basic Tax Workflow
• Teach Accounting & Bookkeeping:
  • Accounting Cycle
  • Business Entity Types
  • Chart of Accounts
  • Journal Entries
  • General Ledger
  • Trial Balance
  • Financial Statements
  • Bank Reconciliations
  • Credit Card Reconciliations
  • Accounts Receivable
  • Accounts Payable
  • Payroll Journal Entries
  • Owner Draws
  • Shareholder Distributions
  • Loans
  • Month-End Close
  • Book-to-Tax Flow
• Train Students on Accounting Software:
  • Xero
  • QuickBooks Online
  • Excel

  Training topics include:

  • Company Setup
  • Bank Feeds
  • Transaction Coding
  • Bank Reconciliation
  • Expense Categorization
  • Financial Reports
  • Trial Balance
  • Profit & Loss
  • Balance Sheet
  • General Ledger Reports
  • Workpaper Preparation
• Excel Training:
  • Data Entry
  • Formatting
  • Sorting
  • Filtering
  • Tables
  • Basic Formulas:
    • SUM
    • IF
    • VLOOKUP/XLOOKUP
  • Pivot Tables (Basic)
  • Data Validation
  • Workpaper Preparation
  • Spreadsheet Review
• Data Entry Accuracy & Quality Control:
  • SSN Entry
  • EIN Entry
  • Date Accuracy
  • Address Entry
  • Banking Information
  • W-2 Data Entry
  • 1099 Data Entry
  • Payroll Reports
  • Trial Balance Entry
  • Bank Statement Entry
  • Review Checklists
  • Quality Control Procedures
  • Documentation Standards

  The instructor must promote a zero-careless-error mindset.

• Professional Communication Training:
  • Business English
  • Professional Email Writing
  • Internal Team Communication
  • Client Communication
  • Missing Document Requests
  • Review Notes
  • Call Notes
  • Professional Follow-Up
  • Clarification Questions
  • Understanding U.S. Business Vocabulary
  • Listening to U.S. Accents
• Practical Case Studies:
  • Individual Tax Return Preparation
  • Schedule C Cases
  • Small Business Bookkeeping Cleanup
  • Bank Reconciliation Cases
  • IRS Notice Reviews
  • Missing Documentation Exercises
  • Client Email Drafting
  • Tax Review Checklists
  • Accounting Review Exercises
  • Mock Client Files
• Student Assessment:
  • Weekly Tests
  • Practical Assignments
  • Typing Speed
  • Data Entry Accuracy
  • Accounting Exercises
  • Tax Return Practice
  • Excel Assessments
  • Communication Exercises
  • Documentation Quality
  • Professional Conduct

  Prepare periodic progress reports for BFG leadership.

Qualifications

• Master's Degree in Accounting, Commerce, Finance, Taxation, or a related discipline
• Strong accounting fundamentals
• Experience in U.S. tax preparation
• Experience in bookkeeping or accounting support
• Excellent English communication skills
• Strong presentation skills
• Advanced Excel knowledge
• Strong attention to detail
• Ability to teach beginners
• Ability to prepare structured lesson plans
• Experience conducting classroom or online training

Preferred Qualifications

• 3+ years of U.S. accounting or tax experience
• Experience working with U.S. CPA firms
• Experience in outsourced accounting
• Xero Certification or practical experience
• QuickBooks Online experience
• Drake Tax experience
• Tax software experience
• Team Lead experience
• Training or mentoring experience
• EA Candidate
• Enrolled Agent
• CPA (or pursuing)
• Chartered Accountant (CA)
• CMA
• CA Inter
• MBA (Finance)
• Knowledge of U.S. Payroll
• Sales Tax experience
• IRS Notice handling experience

Ideal Candidate

• Passionate about teaching
• Patient with beginners
• Highly organized
• Practical and hands-on
• Detail-oriented
• Disciplined
• Positive and encouraging
• Strong in accounting fundamentals
• Comfortable with U.S. taxation
• Able to motivate students
• Able to maintain professional standards
• Committed to producing high-quality, job-ready professionals

Training Program Structure

Phase 1 – Structured Learning (First 3 Months)

• Professional Skills
• Business Communication
• Accounting Fundamentals
• U.S. Tax Basics
• Xero
• QuickBooks Online
• Excel
• Workpapers
• Data Entry
• Tax Documents
• Documentation Standards

Phase 2 – Production Simulation (Next 3 Months)

• Mock Client Files
• Tax Return Preparation
• Bookkeeping Projects
• Reconciliations
• Workpaper Preparation
• Client Communications
• Review Notes
• Quality Review
• Final Assessments

Key Performance Indicators (KPIs)

• Student attendance
• Course completion rate
• Improvement in student technical knowledge
• Improvement in typing speed
• Data entry accuracy
• Assignment quality
• Practical assessment scores
• Communication improvement
• Number of internship-ready students
• Number of placement-ready students
• Reduction in careless errors
• Student feedback
• Management feedback
• Quality of training materials

Benefits

• Flexible work arrangements
• Opportunity to build and lead a premier training program
• Collaborative and supportive leadership
• Professional growth opportunities
• Competitive compensation based on experience
• Performance-based incentives
• Opportunity to make a lasting impact on future accounting professionals

Compensation

Compensation will be based on qualifications, experience, and engagement type. Possible structures include:

• Monthly Fixed Salary
• Hourly Training Rate
• Part-Time Instructor Fee
• Per-Batch Contract Fee
• Performance Bonus based on student outcomes and successful placements

Application Requirements

• Updated Resume/CV
• Summary of U.S. Tax & Accounting experience
• Details of teaching, mentoring, or training experience
• Software expertise (Xero, QuickBooks Online, Drake Tax, Excel, etc.)
• Current availability
• Expected compensation
• A brief statement explaining why you are interested in training future U.S. tax and accounting professionals

Join BFG Tax School India

If you are passionate about teaching, enjoy mentoring aspiring professionals, and have strong expertise in U.S. tax and accounting, we invite you to become part of our mission to build the next generation of accounting talent for U.S.-based CPA firms.

Apply today and help shape the future of global accounting professionals with Business Financial Group.