ERO Partner – Total Package Tax Solutions

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

📋 Description

• Develop and sustain a personal portfolio of tax clients.

• Formulate strategies to attract new clientele and enhance tax return volume.

• Advocate for the tax business via marketing, networking, and community involvement.

• Recognize opportunities to broaden services and boost revenue.

• Design a strategy for long-term business growth and client retention.

• Recruit and cultivate a team of motivated tax preparers.

• Provide leadership, direction, and support during the tax season.

• Assist preparers in understanding business expectations, client service standards, and performance objectives.

• Foster a positive team culture centered on growth, accountability, and success.

• Track team progress and assist preparers in achieving their goals.

• Oversee the daily operations of the tax business.

• Supervise client workflow and processes during the tax season.

• Ensure proper collection and maintenance of client documentation.

• Monitor submitted returns and funded return activities.

• Maintain organization and communication with both the team and clients.

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

• Promote accurate and ethical practices in tax preparation.

• Keep accurate client records and documentation.

• Safeguard confidential taxpayer information and comply with security protocols.

• Stay updated on tax legislation, training requirements, and industry changes.

• Provide exceptional customer service and cultivate long-term client relationships.

• Educate clients throughout the tax preparation process.

• Create a reliable experience that fosters repeat customers and referrals.

• Represent the tax business and Polished Financial with professionalism.

• Take responsibility for achieving goals, growth, and results.

• Utilize provided tools, training, and resources to maximize success.

• Continue personal development as a tax professional, leader, and business owner.

⛳️ Requirements

• Experienced tax preparers eager to transition into business ownership.

• Entrepreneurs interested in entering the tax industry.

• Current business owners wishing to integrate tax preparation services.

• Leaders who enjoy team building and development.

• Driven individuals looking to create an additional income stream.

• Capability to establish and manage a team of tax preparers.

• Proficiency in recruiting, training, developing, and supporting tax preparers.

• Ability to grow and maintain a personal client base.

• Competence in managing tax office operations and assessing business performance.

• Skill in guiding a team towards production and revenue objectives.

• Compliance with IRS standards, due diligence requirements, and documentation practices.

• Ability to safeguard confidential taxpayer information and adhere to security protocols.

• Commitment to maintaining accurate and ethical practices in tax preparation.

🏝️ 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 joining your office.

• Strategies for recruitment.

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

• Training on tax office operations and business workflow guidance.

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

• Marketing strategies.

• Strategies for client acquisition and retention.

• Resources for business development focused on growth and scalability.

• Leadership training.

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

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

• A one-time investment grants access to tools, training, technology, and business infrastructure.

• Opportunity to enhance earning potential through client portfolio expansion, team productivity, funded returns, repeat clients, referrals, and community growth.