Experienced Tax Preparer – EFIN Required

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

📋 Description

• Prepare and evaluate individual federal and state income tax returns.

• Maintain precise client documentation and tax records.

• Conduct interviews with clients to gather necessary tax documentation.

• Adhere to IRS due diligence requirements and standards for tax preparation.

• Safeguard the confidentiality of taxpayer information.

• Communicate with clients regarding the status of their returns, documentation needs, and filing obligations.

• Ensure that returns are accurate and complete prior to submission.

• Maintain an active EFIN and comply with relevant IRS regulations.

• Assist with the workflow during tax season and manage client relations.

• Participate in mandatory training, compliance updates, and meetings during tax season.

• Build and sustain a personal portfolio of tax clients.

• Develop strategies aimed at attracting new clients and increasing the volume of tax returns.

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

• Identify opportunities for service expansion and revenue enhancement.

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

• Recruit and cultivate a team of dedicated tax preparers.

• Provide leadership, guidance, and support throughout the tax season.

• Help preparers understand business expectations, client service standards, and performance objectives.

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

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

• Manage the daily operations of the tax business.

• Oversee client workflow and processes during tax season.

• Ensure that client documentation is collected and maintained appropriately.

• Monitor submitted returns and track funded return activity.

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

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

• Advocate for accurate and ethical tax preparation practices.

• Keep proper client records and documentation.

• Safeguard confidential taxpayer information and comply with security protocols.

• Stay updated on tax changes, training necessities, and industry developments.

• Deliver outstanding customer service and cultivate lasting client relationships.

• Educate clients throughout the tax preparation process.

• Create a trustworthy experience that encourages repeat business and referrals.

• Represent the tax business and Polished Financial with professionalism.

• Take ownership of objectives, growth, and results.

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

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

⛳️ Requirements

• An active IRS Electronic Filing Identification Number (EFIN) is required.

• A valid PTIN is required.

• Prior experience in individual income tax preparation is necessary.

• Knowledge of federal and state tax filing requirements is essential.

• Familiarity with tax preparation software is preferred.

• Strong attention to detail and excellent organizational skills are a must.

• Outstanding communication and client service skills are required.

• Ability to work independently and manage deadlines effectively during tax season is crucial.

• A commitment to maintaining confidentiality and adhering to IRS compliance standards is necessary.

🏝️ Benefits

• Access to professional tax preparation software and technology.

• Support for tax season onboarding and preparation.

• Assistance with bank product setup.

• Opportunities for ongoing tax education and training resources.

• Training on compliance and due diligence.

• Guidance on tax office workflow and operations.

• Strategies for client acquisition and retention.

• Marketing resources and business development support.

• Weekly assistance and updates during tax season.

• Access to a network of tax professionals and industry resources.