Experienced Tax Preparer – EFIN Required

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

📋 Description

• Prepare and review both federal and state individual income tax returns.

• Ensure accurate maintenance of client documentation and tax records.

• Conduct interviews with clients to gather necessary tax documentation.

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

• Safeguard the confidentiality of taxpayer information.

• Keep clients informed about the status of their returns, documentation needs, and filing requirements.

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

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

• Assist in managing client workflows and tax season operations.

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

• Develop and manage a personal portfolio of tax clients.

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

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

• Identify opportunities to enhance services and grow revenue.

• Create a plan aimed at long-term business growth and client retention.

• Recruit and build a team of tax preparers.

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

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

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

• Monitor team progress and aid 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.

• Supervise submitted returns and monitor funded return activities.

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

• Comply with IRS guidelines, due diligence requirements, and professional standards.

• Advocate for accurate and ethical tax preparation practices.

• Keep proper client records and documentation.

• Protect confidential taxpayer information and adhere to security protocols.

• Stay updated on tax changes, training requirements, and developments within the industry.

• Provide exceptional 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 responsibility for achieving goals, growth, and results.

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

• Continue evolving 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.

• Understanding of federal and state tax filing requirements.

• Familiarity with tax preparation software.

• Strong attention to detail and excellent organizational skills.

• Outstanding communication and client service abilities.

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

• Commitment to maintaining confidentiality and adhering to IRS compliance standards.

🏝️ Benefits

• Professional tax preparation software and advanced technology.

• Support for onboarding and preparation during tax season.

• Assistance with bank product setup.

• Resources for continuing tax education and training.

• 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 support and updates throughout the tax season.

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