Tax Preparer

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

📋 Description

• Prepare individual federal and state income tax returns.

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

• Accurately input tax information into professional tax preparation software.

• Ensure completed returns are accurate and comprehensive.

• Communicate with clients about any missing or additional documentation.

• Maintain organized and precise records for clients.

• Safeguard confidential taxpayer and financial information.

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

• Fulfill required training, compliance obligations, and ongoing education.

• Provide outstanding customer service and foster enduring client relationships.

• Meet established deadlines during the tax season.

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

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

• Represent Polished Talent Group with professionalism and integrity.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Strong attention to detail and excellent organizational skills.

• Professional written and verbal communication abilities.

• Comfortable working autonomously in a remote setting.

• Basic proficiency in computer usage.

• Capable of responsibly managing 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 before preparing tax returns.

• Must successfully complete required training in tax preparation prior to assisting clients with returns.

🏝️ Benefits

• Competitive compensation package.

• Flexible work schedule and remote work options.

• Opportunities for professional development and continuing education.

• Supportive team environment that values collaboration.