ERO Partner

This is a fully remote position, open to applicants in Texas.

📋 Description

• Assemble and oversee your own team of tax preparers.

• Seek out driven individuals eager to engage in the tax sector.

• Educate, nurture, and assist your team during the tax season.

• Expand and sustain your personal client portfolio.

• Develop strategies to draw in new clients and boost funded returns.

• Supervise the operations of the tax office and evaluate business performance.

• Guide your team towards achieving production and revenue objectives.

• Ensure adherence to IRS regulations, due diligence criteria, and documentation methods.

⛳️ Requirements

• Seasoned tax preparers poised to transition into business ownership.

• Entrepreneurs keen on entering the tax field.

• Current business owners aiming to incorporate tax preparation services.

• Leaders who take pleasure in cultivating and developing teams.

• Driven individuals prepared to establish an additional source of income.

🏝️ Benefits

• Access to professional tax software equipped with secure client management tools.

• Support for ERO onboarding and preparation for the tax season.

• Assistance with bank product setup to offer refund transfer options.

• Entry to the Tax Preparer Training Academy to enhance your team's skills.

• A well-structured onboarding process for new tax preparers joining your office.

• Recruitment strategies designed to help you attract and build your team.

• Templates for interviews, hiring advice, and resources for team development.

• Training for tax office operations and guidance on business workflows.

• Compliance training that covers IRS standards, due diligence, documentation, and risk management.

• Marketing strategies tailored to enhance visibility and draw in clients.

• Strategies for client acquisition and retention to foster repeat business.

• Resources for business development focused on growth and scalability.

• Leadership training to aid you in successfully managing and inspiring your team.

• Weekly support, updates during tax season, and ongoing guidance.

• Access to a community of entrepreneurs expanding their tax businesses.