Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax returns.

• Collect, review, and organize tax documents provided by clients.

• Accurately input tax information into professional tax preparation software.

• Review completed tax returns for accuracy and completeness prior to filing.

• Communicate with clients concerning any missing or additional documentation.

• Clarify the tax preparation process and request any necessary information.

• Maintain well-organized and precise client records.

• Safeguard confidential taxpayer and financial information.

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

• Meet set deadlines during the tax season.

• Complete mandatory training and continuing education.

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

• Develop a book of business through lasting relationships with returning clients.

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent.

• Strong attention to detail and excellent organizational skills.

• Effective written and verbal communication abilities.

• Comfortable working independently in a remote setting.

• Basic proficiency in computer usage.

• Capable of responsibly handling confidential financial information.

• Previous 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 the required tax preparation training before handling client returns.

🏝️ Benefits

• Competitive compensation structure.

• Flexible work schedule.

• Opportunities for professional development and growth.