Experienced Tax Preparer – EFIN Required

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

📋 Description

• Prepare and evaluate federal and state income tax returns for individuals.

• Ensure accurate documentation and maintain tax records for clients.

• Conduct interviews with clients to gather necessary tax documentation.

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

• Safeguard the confidentiality of taxpayer information.

• Communicate with clients about the status of their returns, required documentation, and filing procedures.

• Verify the accuracy and completeness of returns before submission.

• Maintain an active EFIN and ensure compliance with relevant IRS regulations.

• Assist in managing tax season workflow and client relations.

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

• Establish and nurture a personal tax client portfolio.

• Formulate strategies to attract new clients and boost tax return volume.

• Market the tax business through networking, community involvement, and promotional activities.

• Identify opportunities to broaden services and enhance revenue.

• Develop plans for sustainable business growth and client retention.

• Recruit and build a team of tax preparers.

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

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

• Foster a positive team culture that emphasizes growth, accountability, and success.

• Monitor team performance and assist preparers in achieving their objectives.

• Oversee daily operations of the tax business.

• Manage client workflow and processes during tax season.

• Ensure proper collection and maintenance of client documentation.

• Track submitted returns and funded return activities.

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

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

• Promote accurate and ethical practices in tax preparation.

• Maintain comprehensive client records and documentation.

• Protect confidential taxpayer information and adhere to security protocols.

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

• Deliver exceptional customer service and establish enduring client relationships.

• Educate clients throughout the tax preparation process.

• Create a trusted experience that fosters repeat business and referrals.

• Represent the tax business and Polished Financial with professionalism.

• Take responsibility for goals, growth, and outcomes.

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

• Continue to evolve as a tax professional, leader, and business owner.

⛳️ Requirements

• Must have an active IRS Electronic Filing Identification Number (EFIN).

• A valid PTIN is required.

• Experience in individual income tax preparation is necessary.

• Familiarity with federal and state tax filing requirements is essential.

• Knowledge of tax preparation software is preferred.

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

• Outstanding communication and client service abilities are required.

• Capability to work independently and meet deadlines during tax season.

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

🏝️ Benefits

• Access to professional tax preparation software and technology.

• Support during tax season onboarding and preparation.

• Assistance with bank product setup.

• Opportunities for continuing 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 support for business development.

• Weekly support and updates throughout the tax season.

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