Experienced Tax Preparer – EFIN Required

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

📋 Description

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

• Ensure accurate documentation and maintenance of client 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.

• Communicate with clients about the status of their returns, documentation needs, and filing requirements.

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

• Assist in managing client workflow and tax season operations.

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

• Develop and maintain a personal portfolio of tax clients.

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

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

• Recruit and form a team of tax preparers.

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

• Oversee the daily operations of the tax business.

• Manage client workflow and the processes associated with tax season.

• Monitor submitted returns and funded return activities.

• Deliver exceptional customer service and foster long-term client relationships.

• Educate clients throughout the tax preparation process.

• Take responsibility for achieving business goals, growth, and outcomes.

⛳️ Requirements

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

• A valid PTIN is required.

• Prior experience in individual income tax preparation is essential.

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

• Familiarity with tax preparation software is preferred.

• Strong attention to detail and exceptional organizational skills are required.

• Excellent communication and client service skills are a must.

• Ability to work independently and meet deadlines during the tax season is crucial.

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

• Candidates must already hold an active EFIN and possess prior tax preparation experience.

🏝️ Benefits

• Access to professional tax preparation software and technology.

• Support for onboarding and preparation during tax season.

• Assistance with bank product setup.

• Continuing education and training resources in tax matters.

• Training on compliance and due diligence.

• Guidance on tax office workflow and operations.

• Strategies for client acquisition and retention.

• Marketing resources and guidance for business development.

• Weekly support and updates throughout the tax season.

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