Instructor U.S. Tax, Accounting & Professional Skills Training

This is a remote position.

About Business Financial Group

Business Financial Group (BFG) is a U.S.-based accounting, tax, bookkeeping, and advisory firm dedicated to helping small businesses succeed through expert financial services and exceptional client support.

As part of our long-term talent development strategy, we are launching BFG Tax School India, a structured workforce development program that prepares aspiring accounting professionals for careers supporting U.S.-based CPA firms and accounting organizations.

Unlike traditional classroom education, BFG Tax School focuses on practical learning, real-world case studies, production workflows, professional communication, and quality standards required in an actual accounting firm.

We are seeking an experienced and passionate Instructor to lead this program and help develop highly skilled, production-ready professionals.

Position Summary

The Instructor will be responsible for designing and delivering comprehensive training in U.S. taxation, accounting, bookkeeping, accounting software, Excel, professional communication, and workplace readiness.

The ideal candidate enjoys teaching, mentoring, and developing junior professionals while maintaining high standards of quality, discipline, and attention to detail.

Students entering the program may have accounting knowledge but little or no exposure to U.S. accounting practices. The instructor must be able to simplify complex topics, encourage learning, and prepare students for real-world work within a U.S.-based accounting environment.

Key Responsibilities
1. Teach U.S. Tax Fundamentals

Deliver structured training covering:

• 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

2. Teach Accounting & Bookkeeping

Train students on practical accounting concepts including:

• 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

3. Train Students on Accounting Software

Provide hands-on training using:

• 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

4. Excel Training

Teach students practical Excel skills including:

• Data Entry

• Formatting

• Sorting

• Filtering

• Tables

• Basic Formulas

• SUM

• IF

• VLOOKUP/XLOOKUP

• Pivot Tables (Basic)

• Data Validation

• Workpaper Preparation

• Spreadsheet Review

5. Data Entry Accuracy & Quality Control

Develop a culture of accuracy and attention to detail by training students on:

• 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.

6. Professional Communication Training

Help students develop communication skills required for a U.S. accounting firm.

Topics include:

• 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

7. Practical Case Studies

Create and deliver real-world simulations such as:

• 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

8. Student Assessment

Evaluate students through:

• 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.

Required Qualifications

• Masters 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

Preference will be given to candidates with:

• 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

We are looking for someone who is:

check mark Passionate about teaching

check mark Patient with beginners

check mark Highly organized

check mark Practical and hands-on

check mark Detail-oriented

check mark Disciplined

check mark Positive and encouraging

check mark Strong in accounting fundamentals

check mark Comfortable with U.S. taxation

check mark Able to motivate students

check mark Able to maintain professional standards

check mark Committed to producing high-quality, job-ready professionals

Training Program Structure
Phase 1 – Structured Learning (First 3 Months)

Students will receive training in:

• 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)

Students will work on:

• Mock Client Files

• Tax Return Preparation

• Bookkeeping Projects

• Reconciliations

• Workpaper Preparation

• Client Communications

• Review Notes

• Quality Review

• Final Assessments

Key Performance Indicators (KPIs)

Success in this role will be measured by:

• 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

Why Join Business Financial Group

At BFG, youll have the opportunity to shape the careers of aspiring accounting professionals while contributing to a growing international organization.

We offer:

• 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

Interested candidates should submit:

• 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.