ERO Partner – Elite Tax Software

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

📋 Description

• Assemble and lead a team of tax preparers.

• Recruit, train, nurture, and assist tax preparers during the tax season.

• Develop and sustain a personal tax client portfolio.

• Formulate strategies to attract new clients and enhance funded return volume.

• Advance the tax business through marketing initiatives, networking, and community involvement.

• Spot opportunities to broaden services and boost revenue.

• Devise plans for sustainable business growth and client retention.

• Oversee daily operations of the tax business and manage client workflows.

• Ensure accurate collection and maintenance of client documentation.

• Track submitted returns and funded return activities.

• Guide the team towards achieving production and revenue targets.

• Maintain organization and clear communication with team members and clients.

• Advocate for precise and ethical tax preparation practices.

• Provide outstanding customer service and foster enduring client relationships.

• Educate clients throughout the tax preparation journey.

• Represent the tax business and Polished Financial with professionalism.

• Take responsibility for business objectives, growth, and outcomes.

⛳️ Requirements

• Experienced tax preparers eager to transition into business ownership.

• Entrepreneurs interested in entering the tax sector.

• Current business owners looking to add tax preparation services to their offerings.

• Leaders who relish the opportunity to build and develop teams.

• Driven individuals poised to create additional income streams.

• Uphold compliance with IRS regulations, due diligence standards, and documentation practices.

• Adhere to IRS guidelines, due diligence requirements, and professional ethics.

• Safeguard confidential taxpayer information and comply with security protocols.

• Stay updated on tax regulations, training mandates, and industry evolutions.

🏝️ Benefits

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

• Support for ERO onboarding and tax season preparation.

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

• Access to the Tax Preparer Training Academy.

• A structured onboarding process for new tax preparers.

• Recruitment strategies to build your team.

• Interview templates, hiring guidance, and resources for team development.

• Training on tax office operations and business workflow guidance.

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

• Marketing strategies to enhance your business.

• Client acquisition and retention strategies to grow your clientele.

• Resources for business development.

• Leadership training to strengthen your skills.

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

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

• Opportunity to develop a scalable tax business and increase earning potential through personal and team production.