Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax returns.

• Gather, examine, and organize tax documents provided by clients.

• Accurately input tax information into professional tax preparation software.

• Review finalized returns for accuracy and completeness prior to filing.

• Communicate with clients regarding any missing or additional documentation.

• Maintain organized and precise client records.

• Safeguard confidential taxpayer and financial information.

• Adhere to IRS requirements, regulations, company policies, and due diligence standards.

• Complete necessary training, compliance obligations, and continuing education.

• Provide excellent customer service and foster relationships with returning clients.

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

• Meet established deadlines during the tax season.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent.

• Strong attention to detail and effective organizational skills.

• Proficient written and verbal communication abilities.

• Comfortable working independently in a remote setting.

• Basic proficiency with computers.

• Ability to responsibly manage confidential financial information.

• Previous experience in tax preparation or financial services is a plus 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

• Flexible working hours.

• Opportunity for professional development and training.

• Supportive team environment.

• Competitive compensation package.