Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax returns.

• Gather and assess tax documents provided by clients.

• Accurately input tax information into professional tax preparation software.

• Review finished returns to ensure accuracy and completeness.

• Communicate with clients about any missing or additional documentation.

• Maintain organized and precise client records.

• Safeguard confidential taxpayer and financial information.

• Adhere to relevant IRS requirements and due diligence standards.

• Complete necessary training and compliance obligations.

• Provide excellent customer service and foster client relationships.

• Meet set deadlines during tax season.

• Promote tax preparation services and expand the client base through networking, referrals, and community engagement.

• Develop a book of business through enduring relationships with repeat clients.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent.

• Strong attention to detail and excellent organizational skills.

• Professional written and verbal communication abilities.

• Comfortable working autonomously in a remote setting.

• Basic computer skills.

• Ability to manage confidential financial information with care.

• Prior experience in tax preparation or financial services is advantageous but not mandatory.

• Must possess an active IRS Preparer Tax Identification Number (PTIN) or be willing to obtain one prior to preparing tax returns.

• Must successfully complete required tax preparation training before handling client returns.

🏝️ Benefits

• Competitive salary.

• Flexible work schedule.

• Opportunities for professional development and training.

• Supportive remote work environment.